Tower Street Insurance

Commercial Lines Account Manager

Dallas, TX, US

12 days ago
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Summary

Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Commercial Lines Account Manager to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge, and values the ability to work for a growing organization, then we are interested in speaking with you about being a part of our team.

Essential Functions:

Provide technical support for the producer in maintaining existing commercial accounts by the objectives and procedures outlined in the agency procedures and workflows

Responsible for coordinating the renewal process, account development, and retention of existing customers

Collect necessary renewal marketing information, such as supplemental applications, schedules, and loss runs

Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries, and/or premium comparisons

Ability to handle insured and underwriting questions

Ability to create and process finance agreements

Orders and issues binders, certificates, policies, endorsements, and other related items

Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports

Proficient In All Account Processor Essential Functions & Responsibilities

Responsible for maintaining the integrity of client and policy information in the agency management system

Establish and build relationships with customers and carriers

Required Skills:

Ability to obtain a thorough understanding of commercial lines underwriting and coverage, and interpret abstract data fromthe client

Intermediate PC skills, with the ability to effectively utilize the agency's management system

Ability to work within a fast-paced, changing priority environment

Self-motivated, with the initiative to prioritize and be self-directed

Regular and punctual attendance is required

Ability to communicate effectively, both verbally and in writing

Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels

Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency

Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Qualifications:

At least 5 years as a Commercial Lines Account Manager, along with an understanding of Commercial Property & Casualty insurance coverage.

Applied Epic Agency Management System or a similar insurance management system.

Proficiency in MS Office Suite, particularly Word, Excel, and Outlook

High School Graduate (College degree – preferred or related work experience)

Must hold a Property & Casualty Insurance License

Attention to Detail and Organizational Skills

Strong Customer Service and Interpersonal Skills

Time Management Skills, along with the ability to work in a team environment

Excellent Written and Verbal Communication

Company Benefits

A company with a Strong Brand and Positive Culture

Competitive Pay (salary and semi-annual bonus potential)

Company paid health premiums

Paid Holidays

401K plan with a discretionary company match

Training CE classes on and off-site

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