Commercial Account Manager - Remote, TX

It’s our mission to deliver a relaxed, refined insurance experience. Our priority is for our integrity, expertise, sophistication, and value to shine through each and every interaction our team has with our clients. Our team is committed to providing our communities with exceptional service. Each of our agents is professional and dedicated to offering the best possible options and quality service while managing your insurance needs over the long run. As an established, growing company, we’re looking for someone who wants to grow with us!

Do you have a passion for helping others? Ready to join an established team that values excellence? Continue reading below to learn how this job fits into our mission.

Job Description

As a Commercial Account Manager, your job is to provide superior service to our clients by promptly responding to inquiries and addressing individual needs for products and services. You’ll also be responsible for other standard Account Management tasks, such as: services responsibilities, quoting new and renewal policies, updating accounts, identifying opportunities for cross-selling, educating clients, and meeting professional sales and service standards

Key Responsibilities:

• Top-notch customer service whether building rapport with our clients or our internal team, including supporting our Producers.
• Utilize AMS with integrity to prepare ACORD forms, and maintain complete/accurate client data and documents.
• Timely completion of all Account Management paperwork and processes.
• Skillfully coordinate carrier appetite to client needs.
• Analyze and report on status of accounts, renewal cycles, tasks, etc.; and,
• Other duties as assigned.

Skills for Success in this Role:

• Detail- and results-oriented.
• Excellent communication, organization, time management, problem-solving, and leadership.
• Dependable team player mentality, combined with personal motivation, technical knowledge, a professional image, and eagerness for lifelong learning; and,
• Passion for helping people!

Requirements:

• Insurance License: You must have a Property & Casualty License and maintain Continuing Education prerequisites for license renewal.
• Experience: 5 years of experience in insurance or sales preferred, but willing to hire the right person.
• Commercial Insurance: Having 5 year of experience in commercial insurance is preferred.
• Tech Skills: You need 1 year of experience with MS Office, AMS experience preferred.
• Bilingual: Speaking another language is a plus.
• Education: A GED or High School Diploma is required; a Bachelors Degree is preferred.