Commercial Lines Account Manager
Full Time • Hybrid - US
Responsive recruiter
We are looking to hire a licensed individual to join our Commercial Lines Insurance department. As a team member, one will be responsible for providing exceptional customer service to our current clients and new prospects, work closely with producers and co-employees, maintain knowledge of our products, and seek solutions for our client's insurance needs.
The position will handle all facets of Commercial Property and Casualty insurance.
Benefits/Perks:
- Health insurance + vision and dental options - following 60 days of employment
- Long and short term disability insurance - following 60 days of employment
- 401k with 6% matching - following 90 days of employment
- Paid time off + Holidays
- Competitive pay, but dependent upon experience
- Flexible work from home options available
Responsibilities
- Develop and maintain relationships with clients, company representatives and other team members to ensure optimal results in retention and satisfaction
- Work with Producers and Clients to understand scope of operations insured, and review policies to ensure proper coverage is included and/or offered
- Effectively and efficiently market new and renewal accounts
- Effectively and proactively manage policy renewals
- Issue Certificates, EPI's, Binders, Liability cards and other necessary insurance evidence documents
- Process policies, endorsements, premium finance agreements and other physical or electronic policy documents
- Promptly address policy change requests
- Provide timely responses to requests for information and documents
- Handle or properly refer underwriting questions
- Ensure that assigned customers are aware of all insurance offerings and coverages they may need through checklists and cross sell conversations, including documentation thereof
- Effectively electronically document and/or log activity throughout each day's work
- Maintain and work from a suspense/diary system
Qualifications
- In depth knowledge of Commercial Property & Casualty Insurance
- Licensed with TX Dept of Insurance
- Independent Insurance Agency experience preferred
- Commitment to excellence and continuous self improvement
- Commitment to follow our core values and high ethical standards
- Commitment to follow the strategic plan and established procedures of our agency
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients
- Ability to confidently and professionally assess and identify insurance exposures, then match those with solutions using our markets and available products and resources
- Ability to work effectively and efficiently with internet based rating platforms and resources
- Demonstrate proficiency in insurance knowledge, organizational skills, attention to detail, written and verbal communication, math, critical thinking and problem solving
- Demonstrate mature work habits, and time management skills
- Exhibit emotional maturity, intelligence, accountability, and resilience
- Basic proficiency with Office 365 (Microsoft Word, Excel, OneDrive, Outlook & Teams)
- Experience with AMS 360 agency management system or similar preferred
- Insurance accreditation a plus
- Possess a valid driver’s license and a source of reliable transportation
Compensation: $47,500.00 - $60,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a CAA member agency is a great career choice!
CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
(if you already have a resume on Indeed)
Or apply here.
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)