Commercial Lines Account Manager

Job Summary

Responsibilities

Qualifications/Requirements

Skills

Benefits

• Manage and service a commercial lines book of business valued at $750,000-$1.5M in revenue.
• Handle renewals (70%), new business (30%), endorsements, certificates, audits, and policy changes.
• Review policies for accuracy and ensure compliance with client needs.
• Cook with carriers and underwriters to secure optimal coverage solutions.
• Aid with remarketing and renewal strategies.
• Prepare applications, submissions, and proposals for clients.
• Address billing inquiries and maintain accurate account records.
• Support claims reporting and follow-up processes.
• Build and maintain strong client relationships, identifying coverage gaps and opportunities for account rounding.

Licenses/Certifications

• Active Texas Property & Casualty License required.
• CIC, CISR, CLCS, or similar designation preferred.

Experience

• 3-5+ years of commercial lines account management experience.
• Proficiency in handling endorsements, renewals, certificates of insurance, and policy servicing.
• Strong background in client relationship management and carrier communication.
• Experience with independent insurance agencies preferred.

Technical Skills

• Proficiency in Applied Epic and Microsoft Office Suite.
• Familiarity with carrier websites and portals.

Soft Skills

• Strong communication and interpersonal skills.
• Excellent organization and time management abilities.
• Keen attention to detail and problem-solving skills.
• Ability to build and maintain relationships with clients and team members.
• High level of accountability and integrity.

Benefits

• Medical, Dental, and Vision Insurance.
• Disability Insurance.