Jobs · Finance · Texas

Account Manager - Commercial Lines

RG&T Solutions · Dallas, TX · Today
FinanceFull-time

About the role

The Account Manager serves as the main client contact in the insurance industry, providing strategic advice on coverage, risk management, and tailored insurance plans.

Responsibilities

  • Guide clients on coverage adjustments and risk management strategies
  • Assess and bind coverage for clients
  • Manage renewals and remarketing of policies
  • Prepare proposals and policy documents
  • Facilitate claims processing and resolution
  • Conduct policy reviews and audits
  • Recommend process improvements to enhance client service

Requirements

  • Minimum 5 years of commercial insurance experience
  • Valid Property and Casualty License
  • Strong analytical and communication skills
  • Proficiency in Microsoft Office
  • Up-to-date industry knowledge
  • Ability to learn and adopt new software
  • Valid driver’s license
  • Ability to travel as needed

Qualifications

  • Bilingual skills are a plus
  • Focus on client service excellence
  • Emphasis on innovative technology adoption and proactive problem-solving

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