Job Description

Job Description: Commercial Lines Account Manager

Job Summary

We are seeking a dedicated and detail-oriented Commercial Lines Account Manager to join our growing team. In this role, you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service to clients and ensuring their insurance needs are fully supported. As an integral member of our team, you will foster strong relationships with clients, carriers, and internal teams to deliver high-quality results. This is an excellent opportunity for a motivated and skilled individual to advance their career in a collaborative, inclusive, and client-focused environment.

Responsibilities

• Manage and maintain a portfolio of commercial lines accounts, ensuring excellent customer service and client satisfaction.
• Act as the primary point of contact for clients, addressing concerns, answering questions, and handling policy changes or updates efficiently.
• Collaborate with insurance carriers to secure competitive quotes and renewals that meet client needs.
• Prepare and present proposals to clients, outlining coverage options and recommendations tailored to their business objectives.
• Assist in claims management, working as a liaison between clients and carriers to ensure timely and accurate resolution.
• Review client accounts periodically to ensure proper coverage levels are maintained and identify opportunities for upselling or cross-selling.
• Maintain accurate records and documentation in compliance with company standards and industry regulations.
• Stay up-to-date on insurance industry trends, products, and regulatory changes.
• Contribute to process improvements, ensuring efficient workflows and excellent service delivery.

Qualifications/Requirements

• Proven experience as an Account Manager or similar role within the commercial insurance industry.
• In-depth knowledge of commercial insurance products, services, and industry best practices.
• Current and valid TX General Lines insurance license.
• Strong interpersonal and communication skills, with the ability to build and maintain trust-based relationships with clients and colleagues.
• Effective organizational skills with a keen attention to detail, capable of managing multiple accounts and deadlines.
• Proficiency in insurance management software and general office applications (e.g., Microsoft Office Suite).
• A proactive, customer-focused mindset with problem-solving abilities.

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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