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Acquisition StrategyPosted 3 weeks ago

Commercial Lines Senior Account Manager

$80,000–$120,000 year

On-siteHouston, Texas, United States

Full TimeSenior Level

Job Summary

Market, develop, and retain assigned commercial lines accounts by negotiating coverage options, preparing proposals, and conducting renewal meetings. Obtain renewal information, complete applications, and bind coverage within underwriting authority while resolving service issues and maintaining accurate client files. Assist producers in presenting insurance programs, prepare stewardship reports, and refer clients to the Employee Benefits and Personal Insurance departments. Independently create renewal proposals and handle audits, cancellations, and endorsements to generate billing invoices.

Required Qualifications

  • 5-7 Years of previous insurance experience
  • focus on commercial lines
  • surety coverages
  • underwriting
  • marketing/rating
  • Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
  • College degree
  • CPCU
  • CIC designations
  • Proven experience working with mid-size to large commercial lines customers
  • Strong PC skills
  • focus on the Microsoft Office Suite of products
  • Excel
  • Word
  • Outlook
  • Teams
  • agency management systems
  • Strong presentation skills
  • ability to influence others
  • Ability to interpret abstract information
  • Ability to work within a fast-paced, changing priority environment
  • Self-motivated
  • initiative to prioritize
  • be self-directed
  • Regular and punctual attendance
  • Ability to communicate effectively
  • both verbally and in writing
  • Excellent interpersonal skills
  • ability to interact effectively with both colleagues and managers
  • across all levels
  • Ability to promote and maintain a team environment
  • willing to find accommodating solutions for our customers, companies, and the Agency
  • Ability to successfully adhere to company policies and procedures
  • maintain strict confidentiality
  • Ability to perform approximately 80% sedentary work
  • exerting up to 10 pounds of force occasionally
  • negligible force frequently
  • Ability to lift up to 20 pounds occasionally
  • Requires operation of a computer workstation
  • including keyboard and video display

Desired Qualifications

  • focus on commercial lines
  • surety coverages
  • underwriting
  • marketing/rating
  • College degree
  • CPCU
  • CIC designations
  • Proven experience working with mid-size to large commercial lines customers

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