Job Description

Job Title: Commercial Lines CSR (Account Manager)

Location: Plano, TX (Fully In-Office)

About the Company:
This agency offers a collaborative, team-oriented, and family-like work environment where everyone is willing to help each other succeed. They emphasize continued learning and professional growth, providing an excellent opportunity for candidates looking to expand their expertise while working with a growing book of business.

Position Overview:
We are seeking an experienced Commercial Lines CSR (Account Manager) to support the agency's continued growth. This role is ideal for an insurance professional with a strong background in property accounts, particularly Lessor’s Risk. The CSR will play a key role in marketing new business, servicing clients, handling renewals, and working closely with carriers to ensure smooth account management.

Key Responsibilities:

• Manage and service a book of commercial property accounts, including Lessor’s Risk, single warehouses, restaurants, office buildings, and apartment complexes.
• Market new business and assist producers with placing coverage.
• Work directly with clients to handle servicing needs, renewals, and endorsements.
• Communicate with carriers and underwriters to negotiate terms and coverage options.
• Utilize AMS 360 to manage client information and policy details.

Qualifications:

• Must have a P&C license.
• 5+ years of experience as a Commercial Lines Account Manager (10+ years preferred).
• Strong knowledge and experience with property insurance, including Lessor’s Risk.
• Experience working with commercial accounts ranging from $10K - $70K in premium.
• NO captive insurance experience – candidates must have worked in an independent agency setting.
• Additional insurance designations (e.g., CIC, CPCU, ARM) are a plus.
• Proficiency in AMS 360 is preferred.

Why Join Us?

• Opportunity to work on a high volume of new business and expand your expertise.
• Supportive, team-driven environment that fosters professional growth.
• Competitive benefits, including 80% employer-paid health insurance and a 401(k) with a 4% company match.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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