Account Manager for Wholesale Insurance
6 months ago
The Account Manager will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.
Requirements:
- Property & Casualty license is required.
- Minimum of 2 years of previous P&C wholesale insurance experience.
- Proficient in basic computer skills, such as Microsoft Office and agency management software.
- Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
- Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
- Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
- Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
- Team player with a strong work ethic and positive attitude.
- Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
- Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
- Processes renewals following agency procedures.
- Remarkets accounts identified for renewal marketing following agency procedures.
- Provides quotes to existing clients for additional lines of business as needed.
- Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures.
- Follows agency credit and collection procedures in invoicing and pursuing prompt payments.
- Manages cancellation processes according to agency standards, addressing both carrier and client request as received.
Equal Employment Opportunity
At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
-
Insurance Broker for Wholesale Lines
1 month ago
Dallas, Texas, United States Novatae Risk Group Full timeJob Title: Personal Lines Inside Broker for Wholesale InsuranceWe are seeking a highly skilled and experienced Personal Lines Inside Broker for Wholesale Insurance to join our team at Novatae Risk Group.Job Summary:The successful candidate will be responsible for overseeing a portfolio of clients, building strong relationships, and developing client...
-
Dallas, Texas, United States Novatae Risk Group Full timeJob Title: Senior Account Executive for Personal Lines in Wholesale InsuranceThe Senior Account Executive will play a crucial role in overseeing a portfolio of clients, building strong relationships, and driving client account development. This position will be based in our Dallas office.Key Responsibilities:Handle service requests and identify potential...
-
Dallas, United States Novatae Risk Group Full timeThe Assistant Account Executive will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking...
-
Insurance Underwriter for Wholesale Company
3 weeks ago
Dallas, Texas, United States Novatae Risk Group Full timeJob Title: Insurance Underwriter for Wholesale CompanyJob Summary:We are seeking an experienced Insurance Underwriter for Wholesale Company to join our team at Novatae Risk Group. As an Insurance Underwriter, you will be responsible for reviewing applications, renewals, and endorsement requests, gathering necessary information, and making decisions regarding...
-
Insurance Broker for Wholesale Markets
3 weeks ago
Dallas, Texas, United States Novatae Risk Group Full timeJob OpportunityWe are seeking a skilled Commercial Excess & Surplus Broker to join our team at Novatae Risk Group. As a Wholesale Insurance Brokerage Specialist, you will be responsible for overseeing the preparation of submissions, presenting accounts to insurance carriers, and marketing new and renewal business.Key Responsibilities:Prepare and submit...
-
Dallas, Texas, United States Novatae Risk Group Full timeJob Title: Financial Analyst for Wholesale Insurance CompanyThe role of Financial Analyst for Wholesale Insurance Company is a unique opportunity to diversify your corporate finance skill set. As a Generalist to supplement the growing responsibility of the Divisional Finance Department, you will be responsible for a combination of Consolidation Accountant,...
-
Commercial Insurance Account Manager
4 weeks ago
Dallas, Texas, United States Clark Insurance Full timeJob SummaryWe are seeking a highly skilled Commercial Insurance Account Manager to join our team at Clark Insurance. As a key member of our Client Services team, you will be responsible for managing client insurance programs, utilizing our agency management system. This role requires strong analytical and problem-solving skills, as well as excellent...
-
Insurance Account Manager
3 weeks ago
Dallas, Texas, United States Relation Insurance Inc Full timeAccount Manager - Personal LinesWHO WE ARERelation Insurance Inc. is a leading insurance company that prides itself on its commitment to excellence and innovative solutions. Our dynamic culture and collaborative environment make us an ideal place for individuals who are passionate about delivering exceptional results.WHAT WE'RE LOOKING FORWe are seeking a...
-
Insurance Account Manager
4 weeks ago
Dallas, Texas, United States CRC Insurance Services, Inc. Full timeJob Title: Insurance Account ManagerWe are seeking an experienced Insurance Account Manager to join our team at CRC Insurance Services, Inc. As an Insurance Account Manager, you will be responsible for providing exceptional service to our clients, building strong relationships, and driving business growth.Key Responsibilities:Develop and implement sales...
-
Insurance Account Manager
4 weeks ago
Dallas, Texas, United States The Phoenix Insurance Full timeJob OverviewThe Phoenix Insurance is seeking a seasoned Account Manager to join our team. As a trusted advisor to clients, you will proactively manage existing relationships, identify opportunities for growth, and deliver exceptional customer service.Key Responsibilities:Develop and implement strategies to retain and expand client baseAnalyze insurance data...
-
Insurance Account Manager
3 weeks ago
Dallas, Texas, United States Brooks Cannon Insurance Group Full timeJob Title: Insurance Account ManagerAbout the Role:We are seeking a highly skilled Insurance Account Manager to join our team at Brooks Cannon Insurance Group. As an Insurance Account Manager, you will be responsible for managing client communications, nurturing important relationships, and keeping track of policy details and documentation in a secured...
-
Insurance Account Manager
3 weeks ago
Dallas, Texas, United States CRC GROUP INC Full timeJob SummaryCRC GROUP INC is seeking a highly skilled Insurance Account Manager to join our team. As an Insurance Account Manager, you will be responsible for providing support to Brokers, Underwriters, and Team Leaders regarding all policies and/or key accounts.Key ResponsibilitiesPromote new business and/or renewal business to achieve production/market...
-
Dallas, Texas, United States Novatae Risk Group Full timeJob DescriptionThe Senior Account Executive will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.Key...
-
Insurance Account Manager
4 weeks ago
Dallas, Texas, United States Brooks Cannon Insurance Group Full timeJob Title: Insurance Account ManagerAbout the Role:We are seeking a highly motivated and customer-focused Insurance Account Manager to join our team at Brooks Cannon Insurance Group. As an Insurance Account Manager, you will be responsible for managing client communications, nurturing important relationships, and keeping track of policy details and...
-
Insurance Account Manager
3 weeks ago
Dallas, Texas, United States C1 Insurance Group Full timeJob OverviewC1 Insurance Group is a dynamic insurance agency based in Dallas, TX, with a strong focus on customer satisfaction and growth. We are seeking a highly skilled Personal Lines Account Manager to join our team.Key Responsibilities:Provide expert advice and support to clients on various insurance coverages, policies, and terms.Develop and maintain...
-
Insurance Account Manager
4 weeks ago
Dallas, Texas, United States C1 Insurance Group Full timeJob DescriptionWe are seeking a highly skilled Personal Lines Account Manager to join our team at C1 Insurance Group. As a key member of our team, you will be responsible for providing exceptional customer service, strengthening relationships with existing customers, and working with producers to maintain high customer retention.Key Responsibilities:Provide...
-
Director of Wholesale
7 days ago
Dallas, United States nuuds Full timenuuds is your not-so-average, elevated basics clothing brand made for any and every body. At nuuds, we believe in all body types. Our pieces are created to make you feel comfortable, natural, and confident, so you can be true to who you are. nuuds is looking for a Director of Wholesale to join the team. You will be responsible for developing and managing the...
-
Insurance Account Manager
3 weeks ago
Melcher-Dallas, Iowa, United States First MainStreet Insurance, L.C. Full timeJob Title: Account ExecutiveJob Summary: We are seeking a highly skilled Account Executive to join our team at First MainStreet Insurance, L.C. The ideal candidate will have a proven track record of maintaining client relationships, generating new business opportunities, and achieving sales targets.Key Responsibilities:Communicate effectively with clients,...
-
Insurance Account Manager
4 weeks ago
Dallas, Texas, United States Independent Insurance Agents of Texas (IIAT) Full timeJob Summary:We are seeking a highly skilled and experienced Licensed Personal Lines Insurance Account Manager to join our team at Frederiksen & Frederiksen in Dallas, TX. As a key member of our service team, you will work closely with our clients to provide insurance coverage and risk management advice, helping them navigate the complexities of the insurance...
-
Insurance Portfolio Manager
4 weeks ago
Dallas, Texas, United States Novatae Risk Group Full timeJob Title: Account Manager for Wholesale Insurance CompanyThe Account Manager will be responsible for overseeing a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch.Key Responsibilities:Handle service requests and identify potential risk issues.Quote additional coverages...
