What are the responsibilities and job description for the Commercial Account Manager position at Patterson & Associates Insurance Agency?
Job Description
The Commercial Lines Account Manager's primary function is to fulfill our clients' needs by delivering prompt and precise service while supporting our Risk Advisors.
Benefits
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Paid Time Off (PTO)
Work from Home
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Responsibilities
Market upcoming renewals to ensure clients receive optimal coverage and competitive premiums, utilizing online quoting as necessary.
Prepare proposals for clients.
Draft premium finance agreements upon client request.
Ensure timely renewal of all policies.
Gather all required documentation for insurance carriers.
Process client requests via email, mail, and phone.
Access and retrieve policy, billing, and account information through various carrier portals.
Mentor Associate Managers and delegate tasks when appropriate.
Proactively review account limits and recommend additional coverage as needed.
Undertake additional tasks as assigned by the department manager.
Requirements
Bachelor's Degree Desired
3 or more years of Account Management experience is desired
Maintain a Property/Casualty Agent’s License
Strong ability to communicate complex information clearly and effectively, both verbally and in writing.
Comprehensive knowledge of insurance products and their design.
Adaptable to various computer programs and agency procedures.
Applied EPIC and CSR24 experience is a plus.
Company Description
Our Agency is located in Richardson TX specializing in Business, Auto, Home, Life, and many other insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always puts the customer first. Apply to our team today!
The Commercial Lines Account Manager's primary function is to fulfill our clients' needs by delivering prompt and precise service while supporting our Risk Advisors.
Benefits
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Paid Time Off (PTO)
Work from Home
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Responsibilities
- Bind and issue new and renewal business policies.
Market upcoming renewals to ensure clients receive optimal coverage and competitive premiums, utilizing online quoting as necessary.
Prepare proposals for clients.
Draft premium finance agreements upon client request.
Ensure timely renewal of all policies.
Gather all required documentation for insurance carriers.
Process client requests via email, mail, and phone.
Access and retrieve policy, billing, and account information through various carrier portals.
Mentor Associate Managers and delegate tasks when appropriate.
Proactively review account limits and recommend additional coverage as needed.
Undertake additional tasks as assigned by the department manager.
Requirements
Bachelor's Degree Desired
3 or more years of Account Management experience is desired
Maintain a Property/Casualty Agent’s License
Strong ability to communicate complex information clearly and effectively, both verbally and in writing.
Comprehensive knowledge of insurance products and their design.
Adaptable to various computer programs and agency procedures.
Applied EPIC and CSR24 experience is a plus.
Company Description
Our Agency is located in Richardson TX specializing in Business, Auto, Home, Life, and many other insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always puts the customer first. Apply to our team today!