What are the responsibilities and job description for the Commercial Lines Account Manager position at Beyond Risk Management Inc?
BevCap Management, LLC is a proven leader in P&C Insurance and Employee Benefits consulting, specializing in alternative risk transfer and creative solutions for our clients. We proactively consult with clients on the challenges facing their business to actively manage risk and cost via custom designed programs. Our clients are mid-to upper middle-market and National Account level businesses as well as Captive’s and other programs. Located in downtown McKinney, TX, firm culture is exceptional, offering the ability to work from an amazing office location for collaboration and flexibility to work remotely.
We are currently seeking a full-time Commercial Lines Account Manager to join our growing team in McKinney. Candidates will need to have a broad knowledge of all lines of commercial business and key concepts in general liability, automobile, workers’ compensation, property, umbrella/excess liability, and executive liability.
Responsibilities include:
- Maintain and grow a book of small to mid-size commercial accounts that include a wide variety of commercial policy types and industries.
- Initiate renewal process for existing clients and prepare summaries of insurance schedules for review with clients
- Marketing new and renewal business to insurance carriers and wholesale brokers complete Acord forms, renewal spreadsheets, supplementals, and loss summaries
- Analyze and negotiate insurance quotes and make recommendations
- Create proposals and presentations in coordination with producer
- Issue binders, certificate of insurance, evidence of property
- Invoicing in agency management system
- Review and analyze commercial accounts for coverages, limits, etc and make appropriate recommendations to clients
- Communicate with clients, producers and underwriters
- Review and process policies, endorsements and audits for accuracy
- Maintain positive client relationship and have the ability to analyze situations, make
- reasonable decisions and follow-through.
- Utilize carrier online rating programs when necessary
Qualifications:
- 5 years Commercial Lines Account Manager experience preferred
- Must have Texas Property & Casualty Insurance License
- Proficient in Microsoft Office (Word, Outlook and Excel)
- Experience with Applied/EPIC a plus
- Strong organizational and verbal/written communication skills
- Ability to work independently with good time management skills
Benefits include:
- Competitive Salary
- Health, Vision and Dental Insurance Coverage
- 401(k) Plan
- PTO
- Remote Work capability
As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees. BevCap is an equal opportunity employer.
