Pathfinder/LL&D Insurance Group
Commercial Lines Account Manager
Pathfinder/LL&D Insurance Group, Houston, Texas, United States, 77246
Join the team as a
Commercial Lines Account Manager
at
Pathfinder/LL&D Insurance Group .
Job Purpose To provide service and marketing support on commercial accounts in accordance with the objectives and procedures outlined by PIA. Responsible to the Commercial Team Leader. Works with producers and all commercial personnel as a unit.
Job Functions & Responsibilities
Team player, works well with others
Provide day‑to‑day and renewal service to accounts with premiums $20,000 and above
Maintain direct communication with carrier underwriters and clients on servicing of accounts; determine resolutions and provide day‑to‑day servicing
Obtain online quotes via carrier websites and/or by email for coverage on existing clients
Prepare and complete applications and other documents for submissions and market new and renewal business in conjunction with Marketing Team and Producers
Maintain controls on renewal expirations and binders
Create coverage comparisons when analyzing risks
Identify coverage gaps and suggest coverage enhancements
Act as intermediary between clients and carriers when assigned accounts experience a claim
Initiate account rounding opportunities
Complete tasks with little supervision
Use Microsoft Office (Outlook, Word, Excel) for coverage related spreadsheets
Experience with Applied/Epic (Agency Management Software) is a plus, but not required
Experience with Applied CSR24 is a plus, but not required
Adapt to additional duties or functions as requested by management due to changing business conditions
Physical Requirements Seeing, Hearing, Talking, Reading, Writing, Reaching, Stooping, Use of Hands, Walking. Sitting for several hours. Lifting up to 25 lbs.
Proficiency in traits above requires English for business letters, memos, customer interaction, presentations, proposals, employee communications, community work, etc.
Job Specifications
High school diploma with college degree or business school desirable
At least five years of experience in underwriting or insurance agency service position
Above average phone personality and ability to deal with people
Knowledgeable in multiple lines of Commercial Property and Casualty Insurance
Hold professional designation or actively pursuing (CISR, CIC, CPCU)
Hold Texas Property/Casualty Insurance Agents License
Seniority Level Mid‑Senior level
Employment Type Full-time
Job Function Sales, General Business, and Education
Industries Wireless Services, Telecommunications, and Communications Equipment Manufacturing
#J-18808-Ljbffr
Commercial Lines Account Manager
at
Pathfinder/LL&D Insurance Group .
Job Purpose To provide service and marketing support on commercial accounts in accordance with the objectives and procedures outlined by PIA. Responsible to the Commercial Team Leader. Works with producers and all commercial personnel as a unit.
Job Functions & Responsibilities
Team player, works well with others
Provide day‑to‑day and renewal service to accounts with premiums $20,000 and above
Maintain direct communication with carrier underwriters and clients on servicing of accounts; determine resolutions and provide day‑to‑day servicing
Obtain online quotes via carrier websites and/or by email for coverage on existing clients
Prepare and complete applications and other documents for submissions and market new and renewal business in conjunction with Marketing Team and Producers
Maintain controls on renewal expirations and binders
Create coverage comparisons when analyzing risks
Identify coverage gaps and suggest coverage enhancements
Act as intermediary between clients and carriers when assigned accounts experience a claim
Initiate account rounding opportunities
Complete tasks with little supervision
Use Microsoft Office (Outlook, Word, Excel) for coverage related spreadsheets
Experience with Applied/Epic (Agency Management Software) is a plus, but not required
Experience with Applied CSR24 is a plus, but not required
Adapt to additional duties or functions as requested by management due to changing business conditions
Physical Requirements Seeing, Hearing, Talking, Reading, Writing, Reaching, Stooping, Use of Hands, Walking. Sitting for several hours. Lifting up to 25 lbs.
Proficiency in traits above requires English for business letters, memos, customer interaction, presentations, proposals, employee communications, community work, etc.
Job Specifications
High school diploma with college degree or business school desirable
At least five years of experience in underwriting or insurance agency service position
Above average phone personality and ability to deal with people
Knowledgeable in multiple lines of Commercial Property and Casualty Insurance
Hold professional designation or actively pursuing (CISR, CIC, CPCU)
Hold Texas Property/Casualty Insurance Agents License
Seniority Level Mid‑Senior level
Employment Type Full-time
Job Function Sales, General Business, and Education
Industries Wireless Services, Telecommunications, and Communications Equipment Manufacturing
#J-18808-Ljbffr