2 Jobs
Carroll Insurance Agency is Hiring a Commercial Account Manager Near Houston, TX
- Prepare applications, surveys, and other submission documents for Producer to review and update on renewal business 120 days in advance.
- Conduct on going risk management analyses of existing accounts.
- Maintain personal contacts with the clients during the year, assisting Producer with client relations.
- Handle complex processing situations with client and/or company personnel.
- Match incoming mail and process or refer to Assistant CSR.
- Responsible for processing insured’s, lien holders’, mortgagees’, certificate holders’, and underwriters’ questions/requests on commercial insurance and surety.
- Check and confirm all policy coverage and/or rating for accuracy and relevance on all new and renewal business and endorsements.
- Process and suspense cancellations, audits and endorsement request or refer to Assistant.
- Invoice endorsement, cancellation, and audit transactions on commercial insurance and surety.
- Maintain account data forms and attachments with the appropriate documentation according to established procedures.
- Handle or refer insured’s and underwriters questions.
- Perform other duties as required or as instructed by Management.
- Take and process claims in the absence of Claims personnel.
- Contact clients for collection of premiums, as necessary.
- Confirm all renewal and new business policies.
- Identify and develop cross selling opportunities and solicit appointments to pursue this information.
- Pursue a program for personal and professional development.
- High school diploma with some college helpful but not necessary
- MUST have Texas property-casualty insurance agent’s license.
- In-depth knowledge of commercial insurance coverage
- Holds or in process of obtaining professional designation.
- Applied EPIC software experience preferred.
- Experience and proficiency using Microsoft Word and Excel
- Excellent verbal and written communication skills
- Ability to work with numbers including basic calculations.
- Organizational and time management skills
- Ability to work in a team environment.
- Projects professional appearance and manner
- Self-starter with the ability to be flexible.
- High attention to detail
- MUST have at least 3 years of experience in commercial lines
- Strong working knowledge of insurance brokerage industry including products, rating, underwriting, coverages, and industry operations.
- Must be able to communicate effectively with clients, producers, carriers and staff.
Job Summary
Full Time
Insurance
$87k-118k (estimate)
11/29/2023
06/08/2024
carrollins.com
Houston, TX
100 - 200
Insurance
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The job skills required for Commercial Account Manager include Written Communication, Time Management, Attention to Detail, Communicates Effectively, etc. Having related job skills and expertise will give you an advantage when applying to be a Commercial 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 Account Manager. Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Commercial 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
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Account managers foster good relationships with the specific clients they serve.
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They manage the relationship with the client of the account(s) they are assigned to.
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Developing a complete understanding of key account needs and provide customer relationship management.
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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 Account Manager jobs
The account manager would frequently serve as a combination of a salesperson, customer service representative, technical specialist, and financial advisor.
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Account managers typically work with multiple small accounts or a few larger ones.
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Account managers also have to meet the expectations of the agency's senior management.
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There are also skills account managers must learn and acquire through training, experience and educational opportunities.
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Account managers typically apply their skill set toward providing a great service and experience to their clients.
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Step 3: View the best colleges and universities for Commercial Account Manager.
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