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Commercial Lines Account Manager

4 months ago

Austin, United States Phenom Consulting Full time
Job DescriptionJob Description

Phenom Consulting has been retained by a leading Insurance agency to build out their Account Management team. Our client is known for its exceptional team and rapid organic growth and is seeking dedicated Commercial Account Managers to be based out of Dallas or Austin.

If you excel in customer service, thrive in a team environment, and possess extensive knowledge of insurance, we want to hear from you. Your ability to adapt and be flexible as the organization grows will be highly valued.

What’s Required:

  • 5+ years of experience as an Account Manager with a strong understanding of Commercial Property & Casualty insurance coverages, underwriting, and rating concepts.

  • Proficiency with insurance management platforms.

  • Must hold a Property & Casualty Insurance License or be willing to obtain one within a specified timeframe.

  • Effective time management abilities and a collaborative team spirit.

  • Strong written and verbal communication skills.

What You’ll Do:

  • Managing change requests and following up with carriers.

  • Processing endorsements and updating service summaries.

  • Handling cancellations, reinstatements, and check requests.

  • Managing client portal access and policy checking, including delivery.

  • Importing, exporting lists, and resolving billing issues.

  • Requesting loss runs and managing policy line changes.

  • Setting up and renewing certificates, including flood and bond renewals.

  • Managing finance agreements and cancellation processes.

  • Overseeing renewal activities for account managers.

  • Requesting renewal applications from carriers and clients.

Company Benefits:

  • Strong brand presence and positive organizational culture.

  • Competitive compensation package with potential for semi-annual bonuses.

  • Company-paid health insurance premiums.

  • Paid holidays and a flexible PTO policy.

  • 401K plan with discretionary company match.

  • Work-from-home opportunities.

  • Training and continuing education classes offered both on-site and off-site.

If you meet these qualifications and are ready to contribute to a thriving company, apply today for immediate consideration.