5 Jobs in FORNEY, TX
Heartland Security Insurance Group is Hiring a Commercial Insurance Account Manager Near Forney, TX
- 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 and Associate Account Manager 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
- Prepare and maintain reports that may be required by management.
- Provide backup and support for other team members.
- Pursue a designation program of personal and professional development
- High school diploma or equivalent and/or college degree
- Hold a valid Texas General Lines Agent license
- At least three years of commercial lines insurance experience
- Hold one of the following designations (ACLS, PCIA, ACSR, CISR, AAI, CIC, or CRIS) or additional experience considered in lieu of designation.
- College Degree
- A minimum of one of the following designations is preferred:
- CIC, CRM, ARM, AAI, CPCU, CRIS, ACSR, TIIA or CISR
- 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 meet 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
Job Summary
Full Time
Lending & Credit
$89k-120k (estimate)
04/23/2024
06/22/2024
heartlandsig.com
Tyler, TX
50 - 100
Lending & Credit
Related Companies
The job skills required for Commercial Insurance Account Manager include CRM, Microsoft Office, Client Relationship, Attention to Detail, Life Insurance, Integrity, 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.
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.
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.
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