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Business Account Manager

We Insure, Austin, Texas, United States, 78701

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divh2Business Account Manager/h2pAt We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each clients unique needs, ensuring they feel confident and supported in every decision./ppAs both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results./ppWhat sets us apart? Were data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. Were building something meaningful and looking for purpose-driven individuals to help lead the way./ppWe Insure is looking for an experienced Business Account Manager with strong knowledge of commercial insurance markets. This role provides prompt, accurate, and professional service to clients, producers, and internal partners while managing the servicing, renewal, and expansion of existing accounts./ppThe Business Account Manager supports company growth by collaborating with producers, management, and cross functional teams on ongoing client needs and special projects./ppstrongKey Responsibilities:/strong/pulliManage small and midsize commercial accounts/liliPartner with an Account Executive or Department Lead for guidance and training on client servicing/liliPrepare submissions for new and renewal business, market as appropriate, and prepare proposals/liliProcess change requests and review audits and policies for accuracy/liliSet up and maintain new account files in Applied Epic following agency procedures/liliInvoice agency bill transactions within 48 hours and collect premiums accordingly/liliNotify producers of unpaid audits in a timely manner and coordinate next steps based on carrier guidelines/liliReview renewals with producers at least 120 days prior to expiration to determine marketing strategies/liliPrepare and process cancellations and follow up on notices per agency procedures/liliRespond to carrier communications and process required updates/liliFulfill client requests including ID cards, certificates of insurance, binders, and evidence of coverage/liliReview policies and related documents for accuracy and deliver to insureds as needed/liliWork with producers to evaluate exposure, negotiate coverage, and review with clients when required/liliIdentify and recommend additional coverage based on client needs and prepare quotes or proposals/liliKeep producers informed of key activity on assigned accounts/liliReview monthly reports including aged receivables, renewals, expirations, and suspense items/li/ulpstrongPerformance Expectations:/strong/pulliService clients and accounts in a way that minimizes EO exposure/liliEscalate issues that require management review or approval/liliRespond to calls and emails within 24 hours/liliComplete client requests such as certificates and binders within 24 hours/liliMaintain accurate, consistent documentation of all activity in Applied Epic/liliUse the Epic suspense system to track and follow up on outstanding items/liliPrioritize workload and request assistance as needed to manage volume/liliParticipate in cross functional projects and additional duties as assigned/liliStay current on rates, forms, and coverage changes through training and industry resources/liliParticipate in ongoing education, seminars, and skill development opportunities/li/ulpstrongQualifications:/strong/pulliMinimum of 3 years of Business Account Management experience/liliHigh school diploma or equivalent required. College degree preferred/liliActive Property and Casualty license required/liliCommercial lines insurance experience/liliProfessional designation is a plus/liliExperience with Applied Epic preferred/liliStrong listening skills, attention to detail, and positive attitude/liliSolid knowledge of commercial insurance products and coverages/li/ulpstrongOur Values. The We Way./strong/ppAt We Insure, Group our values shape how we work, how we lead, and how we growtogether. Theyre more than just wordsthey guide every interaction, every decision, and every customer experience./ppstrongWe Way Reflects Our Commitment to:/strong/pulliWe personalize protection at a price you can trust/liliWe hustle to find opportunity/liliWe care authentically/liliWe thrive in ambiguity/liliWe own our results/liliWe have fun along the way/liliAndwere just getting started/li/ulpstrongOur Total Rewards:/strong/pulliMedical, Dental, Vision, Life, Pet; Flexible Spending Account/liliCompetitive Salaries/lili401K Match/liliWork-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave/liliShort and Long-Term Disability/liliEmployee Support Programs, Including Mental Health/liliTuition Reimbursement/liliMatching Charitable Gift Program/liliLucrative Referral Program/li/ulpThis position is not able to be performed in California, Colorado, New York or Washington./ppstrongEEO/strong/ppWe Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics./ppstrongDisability/strong/ppWe Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process./ppstrongNote to applicant:/strong It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process./p/div