Sanford and Tatum a division of Heritage Risk Management, an Alera Group LLC, is looking to add an Assistant Commercial Lines Account Manager to our team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success. 

If that is what you’re looking for, this is your chance to be part of an amazing organization!

At Sanford & Tatum, we take pride in the fact that we’ve always been trailblazers within the risk management industry. As an independent agency based in Lubbock, TX, we have the freedom to choose our own path. For us, that means working very closely with our clients to craft personalized solutions instead of seeing them just as insurance policies.

The fact is, we put a higher value on relationships than anything else. Our focus is on protecting the people and businesses we serve from risk so they can rest easy knowing they’re well covered against losses – both today and tomorrow. More than anything, we want to be valued partners who work hard to earn the trust and confidence of our clients every day. It’s about keeping their best interests at heart. It’s about demonstrating a higher level of caring.

• Provide assistance to Account Managers and Producers in handling and processing of new and renewal commercial lines business
• Provide in-house customer service to clients as assigned and requested
• Coordinate expirations with assigned Account Managers and Producers to obtain renewal and/or new business information. Maintain renewal review spreadsheet
• Request bids from carriers; follow-up on receipt of proposals and verify bid specifications
• Assist in marketing new and renewal business, determine premiums, prepare presentation packets, and maintain underwriting and marketing information by carrier
• Make recommendations to producers regarding quotes, ideas, and issues needing to be addressed
• Receive phone calls from clients and companies regarding insurance, claims, or administrative problems when necessary
• Document service requests and any communications with team and clients
• Maintain a suspense system to follow-up on outstanding issues, correspondence, reports, and follow-up on overdue and suspense items
• Be familiar with and follow agency E&O guidelines
• Perform special projects at management’s request

• Must be a self-starter, imaginative and creative with good communication skills both verbal and written
• Should have thorough understanding of Life and Health underwriting and coverages
• Working knowledge of Windows based computers, and Microsoft Office products
• Minimum 1-year experience in similar position is desirable
• Must be able to obtain General Property & Casualty license per state requirements

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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