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Commercial Lines Account Manager

Tower Street Insurance
Full-time
On-site
North Branch, TX
Commercial Lines Account Manager Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Commercial Lines Account Manager to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge, and values the ability to work for a growing organization, then we are interested in speaking with you about being a part of our team. Essential Functions: Provide technical support for the producer in maintaining existing commercial accounts by the objectives and procedures outlined in the agency procedures and workflows Responsible for coordinating the renewal process, account development, and retention of existing customers Collect necessary renewal marketing information, such as supplemental applications, schedules, and loss runs Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries, and/or premium comparisons Ability to handle insured and underwriting questions Ability to create and process finance agreements Orders and issues binders, certificates, policies, endorsements, and other related items Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports Proficient in all Account Processor essential functions & responsibilities Responsible for maintaining the integrity of client and policy information in the agency management system Establish and build relationships with customers and carriers Required Skills: Ability to obtain a thorough understanding of commercial lines underwriting and coverage, and interpret abstract data fromthe client Intermediate PC skills, with the ability to effectively utilize the agency's management system Ability to work within a fast-paced, changing priority environment Self-motivated, with the initiative to prioritize and be self-directed Regular and punctual attendance is required Ability to communicate effectively, both verbally and in writing Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality Qualifications: At least 5 years as a Commercial Lines Account Manager, along with an understanding of Commercial Property & Casualty insurance coverage. Applied Epic Agency Management System or a similar insurance management system. Proficiency in MS Office Suite, particularly Word, Excel, and Outlook High School Graduate (College degree – preferred or related work experience) Must hold a Property & Casualty Insurance License Attention to Detail and Organizational Skills Strong Customer Service and Interpersonal Skills Time Management Skills, along with the ability to work in a team environment Excellent Written and Verbal Communication Company Benefits A company with a Strong Brand and Positive Culture Competitive Pay (salary and semi-annual bonus potential) Company paid health premiums Paid Holidays 401K plan with a discretionary company match Training CE classes on and off-site