Commercial Lines Account Manager
Pathfinder LL & D Insurance, Houston, Texas, United States, 77246
Department
Commercial Lines
Position Account Manager
Job Purpose To provide service and marketing support on commercial accounts in accordance with the objectives and procedures outlined by PIA. Organizational Relationships: Responsible to the Commercial Team Leader. Works with producers and all commercial personnel as a unit.
Job Functions Responsibilities
Team player, that works well with others
Ability to provide day to day and renewal service to accounts with premium(s) $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 with carriers for coverage on existing clients
Prepare/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
Experience creating coverage comparisons when analyzing risks
Capable of identifying coverage gaps and suggesting coverage enhancements
Ability to act as an intermediary between clients and the carriers, if assigned accounts experience a claim
Skill initiating account rounding opportunities
Capable of completing tasks with little supervision
Experience with Microsoft Office – Outlook, Word, and Excel (coverage related spreadsheets)
Experience using Applied/Epic (Agency Management Software) is a plus, but not required
Experience using Applied CSR24 is a plus, but not required
Due to changing business conditions, management may request that additional duties or functions are necessary to fulfill the job requirement
Physical Requirements The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Seeing
Hearing
Talking
Reading
Writing
Reaching
Stooping
Use of Hands
Walking
Sitting for several hours
Lifting up to 25 lbs.
* Proficiency of the traits marked above require 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
Holds professional designation or is actively pursuing (CISR, CIC, CPCU)
Holds Texas Property/Casualty Insurance Agents License
#J-18808-Ljbffr
Position Account Manager
Job Purpose To provide service and marketing support on commercial accounts in accordance with the objectives and procedures outlined by PIA. Organizational Relationships: Responsible to the Commercial Team Leader. Works with producers and all commercial personnel as a unit.
Job Functions Responsibilities
Team player, that works well with others
Ability to provide day to day and renewal service to accounts with premium(s) $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 with carriers for coverage on existing clients
Prepare/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
Experience creating coverage comparisons when analyzing risks
Capable of identifying coverage gaps and suggesting coverage enhancements
Ability to act as an intermediary between clients and the carriers, if assigned accounts experience a claim
Skill initiating account rounding opportunities
Capable of completing tasks with little supervision
Experience with Microsoft Office – Outlook, Word, and Excel (coverage related spreadsheets)
Experience using Applied/Epic (Agency Management Software) is a plus, but not required
Experience using Applied CSR24 is a plus, but not required
Due to changing business conditions, management may request that additional duties or functions are necessary to fulfill the job requirement
Physical Requirements The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Seeing
Hearing
Talking
Reading
Writing
Reaching
Stooping
Use of Hands
Walking
Sitting for several hours
Lifting up to 25 lbs.
* Proficiency of the traits marked above require 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
Holds professional designation or is actively pursuing (CISR, CIC, CPCU)
Holds Texas Property/Casualty Insurance Agents License
#J-18808-Ljbffr