Insurance Commercial Lines Renewal Account Manager

New Business & Marketing

• Pre-qualify and analyze commercial prospects’ coverage needs.
• Recommend appropriate coverages and prepare quotes and proposals.
• Market new and renewal business to appropriate carriers.
• Complete and submit insurance applications; follow up for timely quotes and policies.
• Recommend excess and surplus lines coverage when needed and educate clients on coverage limitations.
• Cross-sell and round out accounts at every service opportunity.
• Generate referrals from existing clients and proactively pursue new prospects.
• Refer opportunities internally to Life, Benefits, and other departments.

Client Service & Retention

• Review coverage at each client interaction and recommend improvements.
• Process renewals and remarket accounts when appropriate.
• Assist with policy changes, endorsements, certificates, and service requests.
• Explain coverages, exclusions, and policy changes clearly to clients.
• Verify policy accuracy and request corrections when necessary.
• Handle direct-billed payments and cancellation notices appropriately.
• Prepare summaries of insurance, schedules, and proposals.
• Aid clients with first reports of claims and provide follow-up support.
• Maintain accurate and organized electronic files in accordance with agency standards.

Professional & Organizational Development

• Manage workflow to ensure timely and accurate processing of transactions.
• Stay current on industry trends, products, markets, and technology.
• Communicate effectively with clients, carriers, and internal team members.
• Maintain technical knowledge and reference materials.
• Perform additional duties as assigned by agency leadership.

Qualifications

• Education: Bachelor’s degree in Finance, Risk Management, Business, or related field (preferred or in progress).
• Licensing: Active Texas General Lines Property & Casualty License required, or ability to obtain within 90 days of hire.
• Experience & Skills: At least 1 year of Commercial Lines experience preferred; bilingual (English/Spanish) preferred but not required; strong written and verbal communication skills; knowledge of commercial insurance products, rating procedures, and coverage analysis; familiarity with insurance markets and carrier guidelines; ability to analyze complex information and provide clear recommendations; strong organizational skills and attention to detail.

Schedule & Location

Monday – Friday
Location: 10127 Coachlight, San Antonio, TX 78216

Compensation

$50,000.00 - $75,000.00 per year

Company Culture

We understand that insurance is about more than just paperwork—it’s about protecting the dreams, families, and businesses of our neighbors. Our agency has built a reputation for integrity and expertise, serving as a trusted advisor in an ever-changing world. We believe that a successful agency starts with a supported team. We’ve cultivated a professional environment where continuous learning is encouraged and hard work is recognized. Whether you are an experienced agent or looking to break into the industry, we provide the tools, technology, and mentorship you need to become a true expert in the field.