Commercial Account Manager

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Please upload either a word or PDF version of your cover letter for this position.
Please upload either a word or PDF version of your current resume.
Such as letters of recommendation, work examples, etc.

After submitting your application, you will be taken to an online qualification test. The test will take approximately 30 minutes to complete.

As a customer advocate, you are part of our team that will support our new business and existing business.  We are seeking a candidate who is a self-starter, has enthusiasm for being on the ground floor of a growing department.

Professional Attributes:

  • Self-starter, high energy and enthusiasm
  • Strong commitment to meeting client expectations
  • Ability to learn quickly

General Job Responsibilities:

  • Interview current clients and/or prospects to gather risk and exposure information for the completion of insurance applications for Property and Casualty Business.  Including, but not limited to:  Commercial Property, Commercial General Liability, Products Liability, Product Recall, Commercial Automobile, Workers' Compensation, Professional Liability, including D&O, E&O, Technology E&O, Cyber Liability.
  • Experience in the following industry segments is helpful:  Technology, Manufacturing, Food & Beverage, Transportation, Construction and Healthcare
  • Preparation of applications, proposals, binders, certificates, account summaries, endorsements, policies, lost policy releases, and account balance status when requested.
  • Utilization of online quotation platforms and agency management platform.
  • Prepare proposals & applications in coordination with producer(s), submitting to appropriate carriers and following up for timely receipt of quotations and policies.
  • Maintain proper documentation in regards to Account Activity w/follow up as needed.
  • Maintains a thorough knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client.

Working with the Insurance Marketplace

  • Initiate own correspondence with companies. Ensure that these items are delivered or mailed to clients on a timely basis.  Work effectively with our insurance aggregator and insurance carrier partners.
  • All accounts to have Summaries completed annually.
  • Prepare documentation for submissions to Marketing or the incumbent carrier, as appropriate. Minimum submission to Marketing contains: Submission to Marketing email request, Loss Summary, Complete applications; ACORD, Supplementals, Carrier Specific, COPE Spread sheet with full documentation., Description of Operations by named insured on separate word document, as needed.
  • Contact with companies to ensure proper processing of all requests necessary to the effectively maintain the clients insurance program including but not limited to renewals, endorsements, etc.

Working with Clients

·           In a Producers/Account Executives absence, maintain positive Client relationships and have the ability to analyze situations, make proactive decisions and follow through.

·           Assist in design of, or independently design, insurance plan for clients as assigned and directed by agency management.

·           Initiate own correspondence with clients. Ensure that these items are delivered or mailed to clients on a timely basis.

HRO General Expectations

·           Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect

·           Contribute to a company team approach toward meeting agency goals and providing excellent client services.

·           Represent the agency in a competent, professional manner     

·           Perform other duties as assigned by the Department

·           Consistently present for work in a timely manner with isolated unscheduled absences.

Desired Qualifications:

  • Licensed: Texas P&C Agent
  • Education: Bachelors Degree Preferred, but not required
  • Minimum of 3-5 years of Commercial Account Manager Experience.
  • Participating in CIC & CRM or CPCU (or comparable specialty designation).
  • Demonstrate ability to multi-task, prioritize work
  • Willingness to work to meet client needs beyond scheduled hours.
  • Hands-on experience in Agency Management Platforms, Invoicing and other tasks
  • Proficient at Word, Excel, Power Point Publisher and current internet technologies.
  • Demonstrated ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
  • Demonstrate proactive work style - Does not have to be asked or reminded of tasks.
  • Ability to learn, analyze and comprehend commercial lines of insurance.
  • Demonstrated ability to multi-task, prioritize work.
  • Demonstrated track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired issue outcomes via routine client contact via phone, e-mail and periodic meetings and planning sessions.
Location: Austin, TX
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