Account Manager Job Description:
The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer/agent to support clients and insurance carrier relationships. Account managers are responsible for managing the relationship between insurance company and the client. They work with a variety of individuals and businesses to help clients find the right coverage for the best price.
Commercial Lines Account Manager Job Duties:
- Advise clients on any coverage, billing, and claims questions as it pertains to their insurance program
- Prepare, complete, and submit applications to insurance carriers; develop proposals and provide technical support in coordination with Producer(s)/Agent(s)
- Responsible for follow-up with carriers and clients on various insurance program needs
- Review policies, endorsements and all documentation for accuracy and quality standards
- Assist clients with coverage changes, certificate requests, binders, and endorsements
- Responsible for existing client account review and renewal process including client contacts, remarketing, proposals, and any correspondence.
- Actively seek referrals from current clients and utilizes Applied Epic System to generate new business or cross sell new lines of coverage.
- Manage non-renewals and cancellation requests to retain business where appropriate
- Update policy changes on clients’ accounts in our system and advise insurance companies of these changes.
- Consult with clients to help process quotes and issue renewals or any updates needed to current policies
- Gather all documentation needed from the client for reporting a claim to the insurance company
- Meet regularly with agents and staff to keep up with industry standards, insurance products/coverages, and carrier changes.
- Work closely with insurance company underwriters, sales representatives, and account executives.
- Pre-qualify and analyzes prospective business clients according to agency standards.
- Negotiate with insurance carriers to obtain competitive rates for clients
Commercial Lines Insurance Account Manager Qualifications:
- Active Property and Casualty insurance license in Texas or willing to get licensed in 90 days
- Strong customer service focus with a professional attitude and approach to business
- Must have very strong follow up, written/verbal communication and problem-solving skills
- Strong organizational and multitasking skills
- Must have the ability to handle multiple and changing priorities in a fast-paced team environment
- Insurance experience as an account manager or insurance agent is preferred but will provide training as needed
- Experience in a sales or service organization preferred.
- Knowledge of Applied Epic system is recommended but will provide training as needed
- Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
- Associates or bachelor’s degree recommended or insurance industry experience
- High School diploma required.
Agency Location:
San Antonio, Texas
Flexible work from home options available.
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?