New Business Account Manager - Commercial Lines

About the role

The role involves managing new commercial lines accounts from submission to bind, partnering with producers, carriers, and internal teams to deliver accurate, timely, and competitive insurance solutions.

Responsibilities

• Review and analyze new business submissions for completeness, accuracy, and underwriting suitability.
• Market accounts to appropriate carriers to obtain competitive quotes aligned with client needs.
• Prepare, negotiate, and present professional proposals to producers and/or clients.
• Bind coverage, issue policies, and coordinate delivery of policies and required documents.
• Serve as a primary point of contact for underwriters on assigned new business accounts.
• Respond to carrier inquiries and provide underwriting information in a timely manner.
• Collaborate with producers to clarify coverage needs, risk details, and client expectations.
• Communicate clearly and professionally with clients and prospects regarding coverage options, timelines, and requirements.
• Aid in explaining coverage terms, exclusions, and recommendations in plain language.
• Maintain accurate records in the agency management system.
• Adhere to agency procedures, carrier requirements, and regulatory guidelines.
• Stay current on carrier appetite, forms, and coverage changes.
• Identify opportunities to improve workflows, accuracy, and turnaround times.
• Support team goals by meeting service standards and deadlines.

Requirements

• High School Diploma or equivalency required.
• Minimum of two (2) years of experience in commercial lines insurance within the independent agency channel, preferably in an Account Manager or New Business role, with demonstrated knowledge of multiple carriers’ underwriting guidelines.
• Strong working knowledge of commercial coverages such as General Liability, Property, Auto, Workers’ Compensation, Umbrella, Cyber, and Management Liability Lines.
• Active Texas General Lines (P&C) license required (or ability to obtain within a specified timeframe).
• Proficient in agency management systems, with experience in AMS360 and ImageRight strongly preferred.
• Advanced working knowledge of Microsoft Office products, particularly Excel.
• Excellent organizational and time-management skills with the ability to prioritize competing deadlines.
• Strong attention to detail and accuracy.
• Clear, professional written and verbal communication skills.
• Ability to work independently while collaborating effectively with a team.
• Client-focused mindset with a commitment to service excellence.
• Problem-solving skills and sound judgment in underwriting and placement decisions.

Qualifications

• High School Diploma or equivalency required.
• Minimum of two (2) years of experience in commercial lines insurance within the independent agency channel, preferably in an Account Manager or New Business role, with demonstrated knowledge of multiple carriers’ underwriting guidelines.
• Strong working knowledge of commercial coverages such as General Liability, Property, Auto, Workers’ Compensation, Umbrella, Cyber, and Management Liability Lines.
• Active Texas General Lines (P&C) license required (or ability to obtain within a specified timeframe).
• Proficient in agency management systems, with experience in AMS360 and ImageRight strongly preferred.
• Advanced working knowledge of Microsoft Office products, particularly Excel.
• Excellent organizational and time-management skills with the ability to prioritize competing deadlines.
• Strong attention to detail and accuracy.
• Clear, professional written and verbal communication skills.
• Ability to work independently while collaborating effectively with a team.
• Client-focused mindset with a commitment to service excellence.
• Problem-solving skills and sound judgment in underwriting and placement decisions.

Skills

• Commercial Lines Insurance Knowledge
• Underwriting Guidelines
• Carrier Relationships
• Proposal Preparation
• Policy Binding
• Communication Skills
• Time Management
• Attention to Detail
• Microsoft Office Proficiency

Benefits

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leverage Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program

Pay

Competitive overall compensation package

Schedule

N/A

Additional Information

SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.