Commercial Lines Account Manager Insurance Job

Dallas, TX

 

Insurance Job Description

Our client is a well-respected regional insurance agency that has been around for over fifty years.  They are growing their practice in San Antonio and are looking for dynamic insurance professionals to join their team.  They are currently looking for a Commercial Lines Account Manager to join their team.

Commercial Lines Account Manager Responsibilities

  • Prepare new client submissions in accordance with internal marketing standards for submission to carriers.

  • Coordinate the development and maintain individual client service schedules in the agency management system and ensure delivery of value-added services.

  • Maintain client data integrity through regular maintenance and oversight of updates of applications, schedules, etc.

  • Review company audits for accuracy, invoice and follow up on additional premiums as required.

  • Prepare renewal marketing submissions in accordance with internal renewal timelines.

  • Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.

  • Assist in the cross-sell and rounding out of accounts.

  • Prepare premium finance contracts and company financing as needed.

Commercial Lines Account Manager Requirements

  • Bachelor's degree or equivalent experience preferred.

  • State Property & Casualty license required within 90 days of hire.

  • 3-5 years of account management experience, preferably in a retail agency setting.

  • Experience working in the construction niche a plus.

Please contact Chris Winterboer for immediate confidential consideration and additional details. If you would like to submit your resume for this insurance job, please click HERE and attach your resume as a Microsoft Word document.

Capstone Insurance Search Group is a search firm dedicated to the insurance industry. We work nationally with expertise that spans top executives, middle management and technical level positions. We can provide assistance with a variety of product lines to include Property and Casualty, Life, Health, Disability, Annuity and Pension. We will provide you with a service that is of the highest degree of confidentiality, professionalism and integrity.