Location
Austin, TX
Work Schedule Hybrid (Full-time in-office during training; 3 days in-office post-training)
About The Opportunity Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service?
Our client, a well-established financial institution with over 150 years of legacy in providing unparalleled banking and insurance services, is seeking a Commercial Account Manager to join their Insurance Agency team. This organization is committed to fostering an environment that reflects strong values and encourages team members to be the best they can be. In joining their adaptable, integrity-driven team, you'll become part of a flourishing career where you can thrive, both in and out of work.
Who You Are As a Commercial Account Manager, you are the insurance experience champion. In this role, you will be responsible for marketing, servicing, and providing support to Producers and Account Executives. You will use your collaborative mindset, analytical skills, and desire for constant improvement to maintain and expand all assigned accounts and process documentation on new accounts.
What You'll Do
Assist the Producer in identifying account-rounding and coverage enhancement opportunities
Analyze carrier quotes and coverages to determine the best options for the client
Review new and renewal policies for accuracy in rating and coverage
Provide policy service including changes, payments, claims and third-party communications
Assist in presenting products to new and existing customers by collaborating in renewal strategies, and preparing proposals
Respond to requests to research coverage issues, policy problems, cancellation issues, reinstatement issues, billing problems, claims history and underwriting issues
Collect detailed risk and underwriting information, including census data, survey data, and loss history
Maintain current knowledge of company underwriting and rating information. Follow agency standard procedures to maintain electronic files and information
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What You'll Need
5+ years in the commercial insurance field (will consider strong candidates with 3+ years of experience)
Texas General Lines Agent License (Property & Casualty), or attainment within 90 days
Ability to retain a Book of Business between $450,000 and $650,000
Organizational skills and the ability to multitask
Excellent written and verbal communication skills
Proficient in Microsoft computer applications
Preferred Qualifications
Insurance professional designations such as CISR, ACSR, CRM, CIC
Bachelor's Degree
What's Offered
Comprehensive medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including Employee Assistance Program
Referral bonus program + more!
#J-18808-Ljbffr
Work Schedule Hybrid (Full-time in-office during training; 3 days in-office post-training)
About The Opportunity Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service?
Our client, a well-established financial institution with over 150 years of legacy in providing unparalleled banking and insurance services, is seeking a Commercial Account Manager to join their Insurance Agency team. This organization is committed to fostering an environment that reflects strong values and encourages team members to be the best they can be. In joining their adaptable, integrity-driven team, you'll become part of a flourishing career where you can thrive, both in and out of work.
Who You Are As a Commercial Account Manager, you are the insurance experience champion. In this role, you will be responsible for marketing, servicing, and providing support to Producers and Account Executives. You will use your collaborative mindset, analytical skills, and desire for constant improvement to maintain and expand all assigned accounts and process documentation on new accounts.
What You'll Do
Assist the Producer in identifying account-rounding and coverage enhancement opportunities
Analyze carrier quotes and coverages to determine the best options for the client
Review new and renewal policies for accuracy in rating and coverage
Provide policy service including changes, payments, claims and third-party communications
Assist in presenting products to new and existing customers by collaborating in renewal strategies, and preparing proposals
Respond to requests to research coverage issues, policy problems, cancellation issues, reinstatement issues, billing problems, claims history and underwriting issues
Collect detailed risk and underwriting information, including census data, survey data, and loss history
Maintain current knowledge of company underwriting and rating information. Follow agency standard procedures to maintain electronic files and information
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What You'll Need
5+ years in the commercial insurance field (will consider strong candidates with 3+ years of experience)
Texas General Lines Agent License (Property & Casualty), or attainment within 90 days
Ability to retain a Book of Business between $450,000 and $650,000
Organizational skills and the ability to multitask
Excellent written and verbal communication skills
Proficient in Microsoft computer applications
Preferred Qualifications
Insurance professional designations such as CISR, ACSR, CRM, CIC
Bachelor's Degree
What's Offered
Comprehensive medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including Employee Assistance Program
Referral bonus program + more!
#J-18808-Ljbffr