Commercial Lines Account Manager
3 weeks ago
**Title**:Commercial Lines CSR - “Account Manager” Commercial Lines Manager & Office Manager
**Job Summary**:
The Commercial Lines CSR performs the essential functions of the position, which include aiding clients with service needs and making changes to existing accounts; marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.
**PRIMARY RESPONSIBILITIES AND DUTIES**
**New & Renewal Business**:
- Pre-qualify both new & renewal business according to agency standards. Service commercial book by making coverage changes using the Vertafore Sagitta database management system. Generate Acord change forms and transmit changes to the appropriate carrier, set suspense for follow up and process/ download endorsements from the carrier. Invoice and transmit endorsements to the client.
- Inform, educate & answer customer’s questions about policy coverage, endorsements, exclusions, billing issues, and new insurance coverage needs.
- Provide technical support to producer(s) to benefit clients and to reach agency’s strategic business goals.
- Generate master certificates.
- Review and Processing of all policies, endorsements, and other related items; verifiestheir accuracy.
- Review contractual requirements when requested by client and assist the COI team withcompliance issues.**Retention**:
- Prepare summaries of insurance, schedules, and proposals as needed for account review. - Remarket renewals, contacting clients, create renewal proposals, and manage otherrenewal activities in coordination with the producer(s).
Home Office: 2909 Hillcroft, Suite 200 - Houston, Texas 77057-5852 Phone 713-964-0022 - Fax 713-964-0044
- Renew policies following agency standards; verifies each renewal’s accuracy; ensures that all renewals are produced.
- Review audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Verify policy and change information, facilitating corrections when necessary.
- Verify accuracy of all direct billed cancellations and takes appropriate corrective actionwhen needed.
- Uses agency credit and collection policy in invoicing and pursuing prompt payments,requesting cancellations from the carrier according to agency standards.
- Determine reasons for requests for cancellations; acts to save accounts; notifiesproducer(s) according to agency standards.
- Process and follow up on cancellations request to carriers to ensure accurate and timelyresolution; maintains agency in financial equity whenever possible.**Marketing**:
- Actively soliciting increases in coverage or rounding out accounts through sales to clients; saving detailed documentation of all communications with customers, carriers & vendors
- Assist or complete other tasks as directed by agency management.**Personal and Organizational Development**:
- Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
- Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
- Keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
- Interact with others effectively by utilizing good communications skills, cooperatingpurposefully, and providing information and guidance, as needed, to achieve the businessgoals of the agency.
- Maintain up-to-date technical manuals and understand how to perform technical tasks toexpedite client service.
- Maintain State mandated continuing education requirements.**KNOWLEDGE, SKILLS, AND ABILITIES**:
- 5-year agency side insurance experience preferred
- Ability to communicate orally and in writing with others to explain complex issues,receive and interpret complex information, and respond appropriately.
Home Office: 2909 Hillcroft, Suite 200 - Houston, Texas 77057-5852 Phone 713-964-0022 - Fax 713-964-0044
- Ability to understand written and oral communication and interpret abstract information.
- Property, Casualty Insurance License.
- Full knowledge of insurance products and usages.
- Adequate knowledge of rating procedures, coverages, and industry operations toeffectively manage, maintain, and write assigned client and prospect lists.
- Full knowledge of insurance markets and reference to markets.
- Knowledge of insurance rating and underwriting procedures.
- Ability to conduct complex tasks with many concrete and abstract variables.
- Ability to add, subtract, multiply and divide whole numbers, and to accurately performsimple calculations involving decimals and fractions.
- Ability to utilize computer programs and understand functionality.
- Ability to perform 70% sedentary work, exerting up to 10 lbs. of force occasionally andexerting negligible force frequently or constantly to move ob
-
Commercial Lines Account Manager
1 week ago
Houston, United States APR Insurance Careers Full timeCompany DescriptionAPR Insurance Careers specializes in providing professional consulting services to the insurance industry. We offer a range of positions, including Commercial Lines CSR's, account managers, account executives, producers, and Department Managers, as well as employee benefits CSR's, account managers, account executives, producers, and...
-
Commercial Lines Account Manager
3 weeks ago
Houston, United States APR Insurance Careers Full timeCompany DescriptionAPR Insurance Careers specializes in providing professional consulting services to the insurance industry. We offer a range of positions, including Commercial Lines CSR's, account managers, account executives, producers, and Department Managers, as well as employee benefits CSR's, account managers, account executives, producers, and...
-
Commercial Lines Account Manager
3 weeks ago
Houston, United States New Tech Global Staffing Full timeJob DescriptionJob DescriptionNew Tech Global is seeking a Commercial Lines Account Manager for a client in Houston, Texas.The Commercial Lines Account Manager is responsible for the delivery of exceptional service to our commercial property and casualty clients. RESPONSIBILITIES AND DUTIES:Prepare applications, surveys, and other submission documents for...
-
Commercial Lines Account Manager
3 weeks ago
Houston, United States New Tech Global Staffing Full timeJob DescriptionJob DescriptionNew Tech Global is seeking a Commercial Lines Account Manager for a client in Houston, Texas.The Commercial Lines Account Manager is responsible for the delivery of exceptional service to our commercial property and casualty clients. RESPONSIBILITIES AND DUTIES:Prepare applications, surveys, and other submission documents for...
-
Commercial Lines Account Manager
2 months ago
Houston, United States Pathfinder LL & D Insurance Full timeJob DescriptionJob DescriptionCommercial Lines Account ManagerAre you ready to take your career to the next level with a role that offers immense growth opportunities and challenges? Join our team at Pathfinder LL&D as a Commercial Lines Account Manager and make a significant impact on our clients and our organization. You'll work closely with our team...
-
Commercial Lines Account Manager
3 weeks ago
Houston, United States Pathfinder LL & D Insurance Full timeJob DescriptionJob DescriptionCommercial Lines Account ManagerAre you ready to take your career to the next level with a role that offers immense growth opportunities and challenges? Join our team at Pathfinder/LL&D as a Commercial Lines Account Manager and make a significant impact on our clients and our organization. You'll work closely with our team...
-
Commercial Lines Sr. Account Manager
1 month ago
Houston, United States USI Insurance Services, Inc. Full timeManage 12 to 18 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives Account Manager, Commercial, Manager, Brokerage, Insurance, Account, Accounting
-
Commercial Lines Sr. Account Manager
3 weeks ago
Houston, United States USI Insurance Services, Inc. Full timeManage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives Account Manager, Commercial, Manager, Brokerage, Insurance, Account, Accounting
-
Commercial Lines Sr. Account Manager
5 days ago
Houston, Texas, United States USI Insurance Services, Inc. Full timeManage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives Account Manager, Commercial, Manager, Brokerage, Insurance, Account, Accounting
-
Commercial Lines Account Manager
2 weeks ago
Houston, United States APP Marketing Full time**Title**:Commercial Lines CSR - “Account Manager” Commercial Lines Manager & Office Manager **Job Summary**: The Commercial Lines CSR performs the essential functions of the position, which include aiding clients with service needs and making changes to existing accounts; marketing responsibilities are required in this position. Meets service and sales...
-
Commercial Lines Account Manager | Hybrid
4 weeks ago
Houston, United States APR Full timeJob DescriptionJob DescriptionJob Title: Commercial Lines Account Manager | Client Service ManagerSalary Range: $80,000Location: Houston, TX | Hybrid About Our Agency: We are an independent insurance agency committed to providing outstanding service to our clients. We are currently seeking an experienced Commercial Lines Account Manager with a strong...
-
Commercial Lines Account Manager | Hybrid
3 weeks ago
Houston, United States APR Full timeJob DescriptionJob DescriptionJob Title: Commercial Lines Account Manager | Client Service ManagerSalary Range: $80,000Location: Houston, TX | Hybrid About Our Agency: We are an independent insurance agency committed to providing outstanding service to our clients. We are currently seeking an experienced Commercial Lines Account Manager with a strong...
-
Account Manager Commercial Lines; Houston, TX
3 weeks ago
Houston, United States Criterion Executive Search Full timeJob DescriptionJob DescriptionPosition Overview:Join our leading regional insurance agency as we expand our team in the Houston area. We are looking for a skilled Commercial Lines Account Manager to handle mid to large market accounts. In this role, you will manage complex commercial accounts, ensuring superior service and client satisfaction.Key...
-
Account Manager Commercial Lines; Houston, TX
1 month ago
Houston, United States Criterion Executive Search Full timeJob DescriptionJob DescriptionPosition Overview:Join our leading regional insurance agency as we expand our team in the Houston area. We are looking for a skilled Commercial Lines Account Manager to handle mid to large market accounts. In this role, you will manage complex commercial accounts, ensuring superior service and client satisfaction.Key...
-
Account Manager
2 months ago
Houston, United States Securance Corporation Agency Full timeJob DescriptionJob DescriptionThe Commercial Lines Account Manager acts as the “manager” of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and ID cards, assisting with claims, handling new business and renewals, including applications,...
-
Senior Account Manager
2 weeks ago
Houston, United States CareerBuilder Full timeGeneral Description: Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives. Responsibilities: Provide proactive, personalized support to assigned Commercial Lines...
-
Commercial Lines Sr. Account Manager
4 weeks ago
Houston, United States USI Holdings Corporation Full timeGeneral Description: Manage 12 to 18 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives. Responsibilities:Provide proactive, personalized support to assigned Commercial Lines...
-
Commercial Lines Sr. Account Manager
4 weeks ago
Houston, United States USI Holdings Corporation Full timeGeneral Description: Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives. Responsibilities:Provide proactive, personalized support to assigned Commercial Lines...
-
Commercial Lines Sr. Account Manager
4 weeks ago
Houston, United States USI Holdings Corporation Full timeGeneral Description: Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives. Responsibilities:Provide proactive, personalized support to assigned Commercial Lines...
-
Commercial Lines Sr. Account Manager
3 weeks ago
Houston, United States USI Holdings Corporation Full timeGeneral Description: Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives. Responsibilities:Provide proactive, personalized support to assigned Commercial Lines...
