Account Manager

Position Overview

Account Manager

Hybrid; onsite Mondays and Thursdays

Compensation:

Base salary $60,000 – $65,000 | High commission opportunity - OTE 90-100k

Job Summary

Responsible for managing the full quote-to-bind lifecycle for commercial lines business submitted by member agencies across the DFW territory.

Working in close partnership with field-based Commercial Field Sales Coaches, this role serves as the remote operational engine behind new business production — turning agent submissions into competitive quotes, navigating carrier markets, and driving pipeline growth through consistent follow-through and expert placement strategy.

This is not a direct sales role with a personal quota. Success is measured by the quality and speed of support provided to member agencies, enabling them to close more commercial business. The Account Manager is a trusted partner to agents, carriers, and internal teammates alike.

Essential Duties and Responsibilities

Submission Management

• Receive, review, and process new business submission requests tracked in Salesforce.
• Audit applications and bind requests for completeness and accuracy.
• Proactively contact member agents to collect missing information or resolve unclear details needed to quote or bind accounts.
• Distribute and manage quotes based on mentorship assignments and agent relationships.

Quoting & Carrier Placement

• Finalize and submit quotes through appropriate insurance carrier portals or systems based on market eligibility and new business restrictions.
• Forward quotes to the ISM for review prior to delivery.
• Research and present alternative coverage options when standard markets are unavailable, including E&S markets.
• Develop working knowledge of Excess & Surplus (E&S) lines placement and markets.
• Issue policies through carrier websites upon receipt of complete bind requests.
• Assist agents with complex placements and multi-market strategies.

Agency Support & Relationship Management

• Quote alongside agents and walk new member agents
• Assist with renewal remarketing and retention strategy.
• Build trusted, long-term relationships with member agents that result in consistent pipeline activity.

Pipeline & Performance

• Meet and/or exceed all assigned submission goals and turnaround time standards.
• Monitor and maintain pipeline activity in Salesforce; ensure accurate and timely record keeping.
• Conduct quality assurance audits on submissions and issued policies.
• Identify trends in field activity and communicate opportunities to leadership.

Collaboration & Additional Duties

• Coordinate and participate in member meetings and training sessions as needed.
• Assist with marketing content creation in support of member-facing initiatives.
• Collaborate with internal and external partners to meet production objectives.
• Engage in multiple initiatives simultaneously while maintaining quality standards.
• Additional duties as directed by leadership.

Minimum Qualifications

Education & Experience

• Bachelor's degree (B.A.) from a four-year college or university; or equivalent combination of education and relevant experience.
• Minimum 2 years of experience in personal lines and/or commercial lines insurance.\
• Texas General Lines Property & Casualty License required (or ability to obtain upon hire).
• Experience working within carrier portals and agency management or quoting platforms preferred.
• Salesforce or similar CRM experience a plus.

Skills & Competencies

• Highly organized with strong attention to detail and follow-through.
• Excellent verbal and written communication skills; comfortable working with agents, carrier reps, and internal stakeholders.
• Ability to multitask and manage a high volume of transactions in a fast-paced, automated environment.
• Self-directed and productive in a remote work setting.
• Proficient in Microsoft Office Suite and comfortable learning new technology platforms.
• Professional, polished, and reliable in all member and carrier interactions.

Essential Behavior Requirements

• Respect all people, value differences, and interact with others the way you want to be treated.
• Go the extra mile to give member agents knowledgeable, responsive support that creates real business value.
• Handle member relationships with an eye on profitability.
• Treat member agencies as true business partners.