3 Commercial Insurance Associate Account Manager Jobs in Forney, TX

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Commercial Insurance Associate Account Manager

Heartland Security Insurance Group

Forney, TX | Full Time

$69k-92k (estimate)

3 Weeks Ago

Commercial Insurance Account Manager

Heartland Security Insurance Group

Forney, TX | Full Time

$89k-120k (estimate)

3 Weeks Ago

Commercial Lines Account Manager

Heartland Security Insurance Group

Forney, TX | Full Time

$83k-112k (estimate)

11 Months Ago

Commercial Insurance Associate Account Manager

$69k-92k (estimate)

Full Time | Lending & Credit 3 Weeks Ago

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Heartland Security Insurance Group is Hiring a Commercial Insurance Associate Account Manager Near Forney, TX

About Us

At Heartland, we are focused on results, not corporate politics. We foster a harmonious work environment where associates feel like family. We strive to be the employer of choice, and believe all of our associates should have fun at work! We are hardworking – but not at the expense of our families. At Heartland, you will find an entrepreneurial environment where we take the time to educate, coach and lead employees into further opportunities within our company. We want all of our associates to enjoy a good work-life balance and are welcomed in our environment. We strive to show our employees that they are more than just a number and viewed as an integral part of our organization.

Heartland recognizes the importance of a quality benefits package, not only to our associates, but to their families. That’s the Heartland way. Our generous benefit package includes (but is not limited to) Paid Time Off, Health Insurance, Life Insurance, Long Term Disability, Employee Assistance Program, and two retirement plans.

At Heartland, we go out of our way to make our associates feel at home and celebrate their achievements and contributions to the company. Our environment consists of several appreciation events throughout the year and we encourage every employee, near & far, to join us with their families to enjoy good food, fun and comradery. Our benefits package, appreciation events, and fun work environment go above industry standard. We want our employees to feel like family – so we treat them like family.

Commercial Insurance Associate Account Manager

Primary Responsibility
The Commercial Insurance Associate Account Manager will be primarily responsible for servicing and handling commercial accounts with a total book between $50,000 to $300,000 in revenue.

Essential Functions & Responsibilities

Provide technical support for the producer in maintaining existing commercial accounts in accordance with the objectives and procedures outlined in the agency procedures and workflows
Responsible for coordinating the renewal process, account development and retention of existing customers
Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs
Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons
Ability to handle insured and underwriting questions
Ability to create and process finance agreements
Orders and issues binders, certificates, policies, endorsements, and other related items
Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports
Proficient in all Account Processor essential functions & responsibilities
Responsible for maintaining the integrity of client and policy information in the agency management system
Establish and build relationships with customers and carriers

Additional Functions & Responsibilities

Provide backup and support for other team members.
Pursue a program of personal and professional development through Total CSR

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Qualifications

High school diploma or equivalent and/or college degree
Hold a valid Texas General Lines Agent License
At least one year of commercial experience
Proficient in tasks such as policy checking, endorsement and audit processing.

Preferred Qualifications

College degree
A minimum of one of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS
A minimum of two years of commercial lines insurance experience

Knowledge, Skills & Abilities

Intermediate to advanced-level proficiency with Microsoft Office
Ability to learn the agency management software.
Ability to work with internal and external clients at all levels.
Ability to follow directions.
High level of organizational skills.
Ability to work independently self-motivated and meets timed deadlines.
Ability to follow processes and procedures set forth by the agency.
Ability to problem solve
Strong attention to detail and the ability to work with a high degree of accuracy.
Ability to work with a team.
Ability to communicate professionally, both oral and written.
Ability to build and maintain client relationships.