We've partnered with a highly reputable company and are seeking high-achieving, detail oriented Commercial Insurance Account Managers to join our Agency, based in Dallas, Texas. If you are an individual that understands the importance of customer service, being a team player, and has extensive insurance knowledge; as well as value the ability of acting with agility and flexibility as we grow our organization, we are interested in learning more about your background.

Requirements for this position:

• A Minimum of 2 years as an Account Manager, along with understanding of Commercial Property & Casualty insurance coverages, underwriting and rating concepts.
• Applied Epic Agency Management System or similar insurance management system
• Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
• High School Graduate (College degree – preferred or related work experience)
• Must hold a Property & Casualty Insurance License or willing to obtain one within an agreed upon timeframe.
• Attention to Detail and Organizational Skills
• Strong Customer Service and Interpersonal Skills
• Time Management Skills along with the ability to work in a team environment
• Excellent Written and Verbal Communication

Your day-to-day responsibilities:

You will be working with the following Activities in our Insurance Agency Management System:

• Change Requests – including follow-up to Carriers
• Endorsement Checking & Processing & updating Service Summary Row
• Process Cancellation & Reinstatement
• Check Request
• Auto ID Cards
• Summary of Insurance
• Client Portal/Client access
• Policy Checking including Delivery
• Importing & Exporting Lists
• Billing Issues
• Loss Run Request
• Adding or Endorsing to Add Policy Line
• Changing Effective & Expiration Dates and Service Summary Row
• Set up Certificates – New and Renewal
• Renewal Workflow Not Marketed
• Flood – Renewals
• Bonds – Renewals
• Finance Agreements
• Cancellation – LPR
• Setup Renewal Activities for Account Managers
• Request Renewal Applications from Carrier & Clients

Company Benefits

• A company with a Strong Brand and Positive Culture
• Competitive Pay (salary and semi- annual bonus potential)
• Company pays health premium
• Paid Holidays
• 401K plan with a discretionary company match
• Flexible PTO
• Work from home opportunities
• Training CE classes on and off site