Demo

Insurance Service Specialist

AssuredPartners
Castle, TX Full Time
POSTED ON 1/25/2025
AVAILABLE BEFORE 4/23/2025

Job Description

Job Description

Leading Insurance Agency, AssuredPartners, is seeking a Commercial Lines Account Manager for our Small Business Unit Team!

Office Location : 2915 W Bitters Rd, Suite 312, San Antonio, TX 78248.

Work Hours : Full time position, hybrid work schedule with flexible start / end times between 7 : 45am - 5 : 00pm (3 days a week in-office).

Our Awesome Benefits / Perks :

  • 401K employer match
  • Medical, Dental, and Vision Insurance with HSA and FSA options
  • Pet Insurance
  • Fitness Center Discounts
  • Employer-paid life insurance and disability
  • Voluntary benefits (such as critical illness and accident insurance)
  • Travel reimbursement
  • Tuition Reimbursement
  • Employee Referral Program
  • Opportunities for growth and promotion up to leadership level
  • And so much more!

Commercial Lines Insurance SBU Account Manager Role Overview :

The Commercial Lines SBU Account Manager will work with the Producer and service team to design proper insurance / risk management services for clients. Displaying carrier product knowledge along with exceptional customer service, the Commercial Lines SBU Account Manager will support the new production and renewal of accounts and will assist clients with all service. The Commercial Lines SBU Account Manager will also provide administrative support to their service team as requested.

  • Designs insurance and risk management plans as assigned / directed by Producer or service team
  • Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable. Issues Certification of Insurance (COI’s) timely.
  • Ensure accuracy, successful implementation, and ongoing administration of commercial insurance programs
  • Develops strong business relationships with clients and team members via email, phone, and virtual meetings
  • Meets directly with clients in conjunction with other team members. Has the ability to negotiate lines of insurance with carrier and sales to clients.
  • Multi-task handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrity
  • Resolve client issues in a timely manner proactively and collaboratively with the team to ensure insurance programs run smoothly
  • Resolve billing issues and reinstatements with carriers / clients
  • Prepare clear, thoughtful, and concise presentations for various client and potential client audiences to secure new and maintain existing client relationships
  • Commercial Lines Insurance SBU Account Manager Requirements :

  • 2 years of experience in commercial insurance required
  • Property and Casualty Insurance license (active) required
  • Experience with insurance agency management systems required
  • Experience with small business accounts preferred, but not required
  • Bachelor’s degree (or equivalent in education and experience) a plus
  • Moderate level of technical-commercial insurance coverage knowledge
  • Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) and strong keyboarding skills
  • High level of organizational skills
  • About AssuredPartners :

    Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.

    As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

  • Inc. Magazine's Best-Led Companies of 2021
  • Named a 2021 "5-Star Brokerage" by Insurance Business Magazine
  • Ranked #5 in the Insurance Journal's Top 100 Property / Casualty Agencies
  • EEOC Statement

    AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

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