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Commercial Insurance Account Manager
Talent Forte Dallas, TX
$82k-112k (estimate)
Full Time 11 Months Ago
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Talent Forte is Hiring a Commercial Insurance Account Manager Near Dallas, TX

We 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
  • FSA Option
  • Flexible PTO
  • Work from home opportunities
  • Training CE classes on and off site

Job Summary

JOB TYPE

Full Time

SALARY

$82k-112k (estimate)

POST DATE

06/24/2023

EXPIRATION DATE

05/22/2024

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The job skills required for Commercial Insurance Account Manager include Customer Service, Time Management, Billing, Verbal Communication, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Commercial Insurance 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 Insurance Account Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Commercial Insurance Account Manager positions, which can be used as a reference in future career path planning. As a Commercial Insurance Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Commercial Insurance Account Manager. You can explore the career advancement for a Commercial Insurance Account Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Commercial Insurance 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 Insurance Account Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Commercial Insurance Account Manager job description and responsibilities

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

01/19/2022: Florence, AL

Account managers work closely with the rest of the team to enable ongoing and future sales or renewals.

04/02/2022: Fort Smith, AR

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 Insurance Account Manager jobs

Standard accounts also come with a flexible borrowing facility attached known as an 'overdraft' - although these are expensive, with most providers now charging rates of about 40% a year to borrow money this way.

01/20/2022: La Crosse, WI

Step 3: View the best colleges and universities for Commercial Insurance Account Manager.

Butler University
Carroll College
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Providence College
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