Commercial Insurance Account Manager
4 months ago
Symphony Risk Solutions LLC is seeking a dynamic Commercial Insurance Account Manager with middle market experience to work alongside and cooperatively with Producers and Account Executives to manage Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. This is a HYBRID position requiring 3 days a week in our Dallas/Richardson, TX office and providing 2 days at home after successfully completing training.
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Career Growth Opportunities
Retirement Plan
Responsibilities
Responsibilities:
- Provide proactive, personalized support to assigned Commercial Lines clients.
- Provide insurance technical expertise to clients and other members of the Account Management team.
- Responsible for marketing and placement of client Commercial Lines insurance renewals.
- Preparation of client applications and renewal submission for review by Account Executive.
- Determine most-appropriate carriers for market pricing with guidance when needed by Account Executive and/or Producer.
- Analyze and compare carrier quotes and coverage offerings.
- Make insurance program recommendations to clients.
- Manage client renewal expirations and avoid any lapse in coverage.
- Negotiate with carriers on behalf of clients.
- Process policies, endorsements and audits as needed.
- Champion client cross-selling initiatives and develop customer accounts.
- Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations.
- Respond to underwriters questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management systems.
- Occasional in-person attendance at face-to-face client meetings.
Requirements
Requirements:
- Experience developing and maintaining effective, collaborative working relationships with clients and internal partners to provide comprehensive insurance solutions.
- 4-6 years experience as a Commercial Lines account manager. College degree preferred.
- Strong understanding of Property & Casualty insurance.
- Licensed CA P&C agent.
- Industry designation such as ARM, CIC, CPCU preferred.
- Comfortable with internet-based programs and Microsoft Office products.
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