What are the responsibilities and job description for the Senior Commercial Insurance Account Manager position at Barnard Donegan Insurance?
Job Description
About Us:
BDI is an insurance agency located in Seguin, TX, that prides itself on fostering a family atmosphere, faith-forward ownership, and offering a generous benefits package. With a rich history and a strong commitment to our values, we are more than just an insurance agency – we are a close-knit family.
As a company, we prioritize creating a warm and welcoming environment for our employees. We understand the importance of work-life balance and strive to provide a supportive atmosphere where everyone feels valued and appreciated. Our faith-forward ownership guides us in treating each other with integrity, honesty, and compassion.
At BDI, we believe in taking care of our team members. That's why we offer a generous benefits package that includes health insurance, retirement plans, paid time off, and more. We understand that when our employees feel taken care of, they can focus on delivering exceptional service to our valued clients.
If you're looking for a company that values family, and faith, and offers excellent benefits, BDI could be the perfect fit for you. Join our team and become part of our caring and supportive work environment. Together, we can make a difference in the lives of our clients and our community.
Job Description:
We are looking for a goal-oriented Senior Commercial Lines Account Manager. The ideal candidate should have an active Property and Casualty License and 5 years of commercial insurance experience. You will need to possess strong communication skills, the ability to multi-task, prioritize effectively and work well in a team environment. We offer a competitive compensation package and great benefits and perks! The base salary for this position is $55,000 - $90,000.
This position is primarily in the office but may qualify to work from home from time to time.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Retirement Plan
Evenings Off
Responsibilities
- Assist clients in navigating their insurance policies and answering any questions.
- Ensure policy quotes include accurate ratings, coverages, and other details as needed.
- Continue to look for and recognize opportunities to cross-sell/account rounding.
- Shop renewals based on business updates and plans and current market conditions.
- Reach out to clients promptly to ensure consistent communication.
- Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
- Handle confidential information with discretion and follow established protocols.
Requirements
- Texas Property and Casualty License Required
- 5 years' experience in commercial lines accounts management. Experience with Transportation, construction (including surety), or Hospitality is a BONUS
- Knowledge of Microsoft Office Suite and Agency Management Software.
- Showcases advanced technical and cognitive capabilities to ensure precision and accuracy in tasks.
- Possessing the ability to work autonomously, arrange tasks according to their importance, and collaborate in a team-oriented setup.
- Demonstrate professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.
- Multitasking, prioritizing tasks, and resolving problems quickly and accurately with strong attention to detail, speed, and accuracy.
Salary : $55,000 - $90,000
