Commercial Lines Associate Account Manager
Heartland Security Insurance Group, Tyler, Texas, United States, 75701
Overview
Hibbs-Hallmark & Co. Insurance
is a diversified risk management company providing a complete portfolio of services including custom-designed traditional insurance and self-insurance programs, loss control, and claims administration. Our ability to be innovators in the industry has enabled us to become one of the largest risk management firms in the Southwest, with offices in Tyler, Dallas, Forney, Austin, Houston, and San Antonio. We will continue to work hard to earn business and provide our clients with the highest possible level of service and expertise. www.hibbshallmark.com
Commercial Lines Associate Account Manager (EAST TEXAS) Onsite-Hybrid
Primary Responsibility
The Commercial Lines Associate Account Manager will be primarily responsible for servicing and handling commercial accounts with a total book between $50,000 to $300,000 in revenue.
Essential Functions & Responsibilities
Provide technical support for the producer in maintaining existing commercial accounts in accordance with 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
Additional Functions & Responsibilities
Provide backup and support for other team members.
Pursue a program of personal and professional development through Total CSR
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Qualifications
High school diploma or equivalent and/or college degree
Hold a valid Texas General Lines Agent License
At least one year of commercial experience
Proficient in tasks such as policy checking, endorsement and audit processing.
Preferred Qualifications
College degree
A minimum of one of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS
A minimum of two years of commercial lines insurance experience
Knowledge, Skills & Abilities
Intermediate to advanced-level proficiency with Microsoft Office
Ability to learn the agency management software
Ability to work with internal and external clients at all levels
Ability to follow directions
High level of organizational skills
Ability to work independently, self-motivated and meet timed deadlines
Ability to follow processes and procedures set forth by the agency
Ability to problem solve
Strong attention to detail and the ability to work with a high degree of accuracy
Ability to work with a team
Ability to communicate professionally, both oral and written
Ability to build and maintain client relationships
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is a diversified risk management company providing a complete portfolio of services including custom-designed traditional insurance and self-insurance programs, loss control, and claims administration. Our ability to be innovators in the industry has enabled us to become one of the largest risk management firms in the Southwest, with offices in Tyler, Dallas, Forney, Austin, Houston, and San Antonio. We will continue to work hard to earn business and provide our clients with the highest possible level of service and expertise. www.hibbshallmark.com
Commercial Lines Associate Account Manager (EAST TEXAS) Onsite-Hybrid
Primary Responsibility
The Commercial Lines Associate Account Manager will be primarily responsible for servicing and handling commercial accounts with a total book between $50,000 to $300,000 in revenue.
Essential Functions & Responsibilities
Provide technical support for the producer in maintaining existing commercial accounts in accordance with 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
Additional Functions & Responsibilities
Provide backup and support for other team members.
Pursue a program of personal and professional development through Total CSR
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Qualifications
High school diploma or equivalent and/or college degree
Hold a valid Texas General Lines Agent License
At least one year of commercial experience
Proficient in tasks such as policy checking, endorsement and audit processing.
Preferred Qualifications
College degree
A minimum of one of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS
A minimum of two years of commercial lines insurance experience
Knowledge, Skills & Abilities
Intermediate to advanced-level proficiency with Microsoft Office
Ability to learn the agency management software
Ability to work with internal and external clients at all levels
Ability to follow directions
High level of organizational skills
Ability to work independently, self-motivated and meet timed deadlines
Ability to follow processes and procedures set forth by the agency
Ability to problem solve
Strong attention to detail and the ability to work with a high degree of accuracy
Ability to work with a team
Ability to communicate professionally, both oral and written
Ability to build and maintain client relationships
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