Commercial Insurance Account Manager
Security Service Federal Credit Union · San Antonio, TX · 3 wk ago
Business DevelopmentFull-time
What You Will Do
- Sells and services Commercial Lines insurance accounts.
- Responds to service requests for existing clients via inbound and outbound calls and correspondence in a professional manner.
- Maintains service standards for volume, timeliness, and quality.
- Follows up on incoming leads through various channels and collaborates with teammates to close new business sales.
- Completes other job-related duties to support the organization’s Vision, Purpose, and Values.
What We Require
- High school diploma or equivalent.
- Property & Casualty License.
- Minimum of five (5) years of insurance service experience with Small and Middle Market accounts.
- In-depth knowledge of all commercial lines insurance products.
- Experience using Vertafore/AMS360 or similar Agency Management System.
- Knowledge of rating procedures, coverages, underwriting, and industry operations.
- Basic knowledge of Microsoft Word and Excel.
- Ability to perform a large number of steps in complex systems with accuracy and speed.
- Extensive knowledge of Excess & Surplus (E&S).
- Industry designation desirable (CPCU, AINS, AIS, CISR).
- Knowledge of processing bonds such as bid, payment, and performance bonds.
- Effective verbal and written communication skills to explain complex issues and interpret complex information.
- Ability to retain existing business.
- Bilingual (Spanish) is a plus.