12 Commercial Lines Account Manager Jobs in San Antonio, TX
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Cuellar & Associates, LLC is Hiring a Commercial Lines Account Manager Near San Antonio, TX
Commercial Lines Account Manager
About Cuellar & Associates
We are a Financial Services brokerage that offers the product customization and the highest levels of client servicing. Founded in 1992, a San Antonio based company, also successfully operating in the South Texas region. This is an exciting time for our organization, we are in growth mode, this position will be instrumental in the company’s overall success.
At Cuellar & Associates we are seeking highly motivated, purpose driven individuals who desire to grow their careers with us and care for their clientele as much as we do. Your success is our success, therefore, we will provide you training, mentorship, technology and the momentum to develop professionally. You do not just work for us, you work with us.
Responsibilities
- Maintaining relationships with multiple insurance carriers to negotiate and obtain quotes, binders, endorsements, certificates, etc.
- Cross selling products to potential customers
- Managing established book of accounts
- Negotiating renewals for existing customers
- Obtaining information and documentation from new and existing clients
- Resolving customer issues
- Review renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders and certificates
- Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system
- Assists commercial team and provides training to other Account Managers as requested
- Processing claims including reporting and monitoring
- Actively participates in team meetings
- Performs other duties as required
Qualifications
- 3 years of Commercial Insurance Sales or Account Management experience
- Experience with CRM (Applied Epic preferred)
- Strong interpersonal skills and customer service focus
- Attention to detail and organization
- Strong work ethic, self-motivated and goal-oriented
Must Have
- Texas General Lines Property & Casualty License
- Knowledge of insurance forms, coverage and online rating
- Must be able to type at least 40 wpm accurately and have a working knowledge of MS Word and Excel
Job Summary
Full Time
$59k-78k (estimate)
10/06/2022
05/01/2023
cuellarandassociates.com
San Antonio, TX
<25
Related Companies
The job skills required for Commercial Lines Account Manager include Customer Service, Account Management, CRM, Attention to Detail, Work Ethic, etc. Having related job skills and expertise will give you an advantage when applying to be a Commercial Lines Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Commercial Lines Account Manager. Select any job title you are interested in and start to search job requirements.
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If you are interested in becoming a Commercial Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Commercial Lines Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Commercial Lines Account Manager job description and responsibilities
Commercial Lines Account Manager continually seek cross-sell opportunities and suggest new lines of coverage
02/15/2022: Abilene, TX
The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high servi
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Provides guidance to less experienced Account Managers and provide administrative direction to support staff.
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Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request.
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Commercial Lines Account Manager duties include preparing marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer and Account Manager will present the options to the client
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Commercial Lines Account Manager jobs
Plenty of students have landed account manager roles without extensive work experience.
02/08/2022: Huntington, WV
Step 3: View the best colleges and universities for Commercial Lines Account Manager.
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