Commercial Lines Account Manager

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a dynamic and team-oriented organization. With over 30 years of industry expertise, our company prides itself on fostering a family-like atmosphere while delivering exceptional service to our clients. This role offers the opportunity to work on a diverse portfolio of accounts, ranging from $5,000 to $500,000, with an average size of $75,000 to $100,000+. The ideal candidate will be a proactive team player with a strong background in commercial lines account management and a passion for delivering outstanding client service.

Compensation Package

• Salary Range: $80,000 - $100,000 annually
• Benefits: Comprehensive benefits package provided

Responsibilities

• Assist clients with claims and payment inquiries.
• Manage policy renewals, conduct coverage reviews, and handle pricing and delivery.
• Support new business sales, including sourcing, quote preparation, and presentation.
• Prepare Acord and application forms.
• Handle inbound and outbound sales and service phone calls.
• Perform data entry and maintain records in the Applied Systems EPIC agency management system.
• Collaborate with MGAs and underwriters to ensure seamless account management.
• Proficiently use Microsoft Outlook, Word, and Excel.
• Take on additional responsibilities and learn new skills as needed.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 5-6 years in commercial lines account management.
• Software Proficiency: Experience with Applied Systems EPIC is required.
• Technical Skills: Familiarity with surplus lines and working with MGAs and underwriters.
• Soft Skills: Personable, team player, excellent communicator, organized, and proactive.
• Location: Must be based in the Houston area and able to work onsite for the first 90 days.

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