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Capstone Search Group

Senior Commercial Insurance Account Manager

Capstone Search Group, Dallas, Texas, United States, 75215

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About the Role The Senior Commercial Insurance Account Manager job opening is for a commercial insurance professional with experience servicing clients in the technology sector that also have a lot of mergers and acquisitions activity. You’ll support an independent insurance broker’s specialty practice that’s based out of Dallas, TX. Here is a snapshot of the position:

Insurance Expertise This is a specialty book primarily consisting of technology companies. The big keys to learning the nuances of technology accounts are:

Working with private companies that are highly active in mergers and acquisitions

Can advise on management liability, cyber liability, and E&O coverage

Location Hybrid schedule in Dallas, TX.

Experience

Minimum five (5) years of commercial insurance account management experience with an independent insurance agency

Middle market commercial lines account focus with familiarity with mergers and acquisitions activity including interactions with venture capital and private equity

Active P&C insurance license

Duties and Responsibilities

Establish solid client relationships and manage the delivery of services along with answering questions from clients about coverage, billing, and endorsements

Identify important client needs as well as cross selling opportunities and effectively communicate those needs to the sales team

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