Commercial Lines Account Manager - Mission, TX
Texas Regional Bank, Mission, TX, United States
Position Summary
The Commercial Lines Account Manager will provide quality service to the division’s commercial lines customers. Responsibilities include managing a portfolio of commercial insurance policies by handling day-to-day client and carrier interactions. The role advises on commercial insurance needs and drives revenue growth by retaining existing clients and cross‑selling additional coverage options. The Account Manager works closely with the producer or directly with the client to design and recommend the proper program and coverage to meet the customer’s needs.
Principal Duties and Responsibilities
Provide exceptional customer service to clients through professional & proactive communication.
Build and maintain strong relationships with both external and internal customers.
Review and analyze existing policies to ensure adequate coverage and competitive pricing, managing renewal book of business within required timeframe and remarketing as necessary.
Promptly address customer concerns and questions regarding coverage, billing, and claims.
Process policy changes, endorsements and cancellations.
Follow agency processes, procedures, and workflows to maintain scalability and consistency, ensuring detailed client records and files within the Agency Management System.
Other Responsibilities
Stay current on market conditions, industry regulations, underwriting guidelines, and insurance product knowledge.
Identify cross‑selling and account rounding opportunities and work with clients or the Producer to capitalize on them.
Maintain a goal‑oriented, self‑started work ethic.
Travel as needed.
Support and promote the Bank and Division’s vision, mission and core values, organizational structure and policies and procedures.
Exhibit excellent analysis, observation and decision‑making skills.
Work comfortably in a fast‑paced, sometimes stressful environment, adapting to changing priorities and deadlines while remaining composed.
Comply with federal and state regulations as well as all established Bank and/or Division policies and procedures.
Perform other duties as assigned.
Qualifications, Education and Experience Requirements
High school diploma or GED equivalent, plus 1‑3 years of directly applicable experience.
Active Property & Casualty Insurance License.
Strong organization and time‑management skills with keen attention to detail.
Team player with excellent written and verbal communication skills.
Positive attitude and self‑motivation, with ability to foster strong relationships.
Bilingual, fluent in both English and Spanish, preferred but not required.
Proficiency in Microsoft Outlook, Word and Excel, with overall technology proficiency to maximize efficiency, productivity and quality.
Must be able to be physically present in the insurance agency branch to perform job duties.
Texas Regional Bank is an Equal Opportunity Employer.
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Principal Duties and Responsibilities
Provide exceptional customer service to clients through professional & proactive communication.
Build and maintain strong relationships with both external and internal customers.
Review and analyze existing policies to ensure adequate coverage and competitive pricing, managing renewal book of business within required timeframe and remarketing as necessary.
Promptly address customer concerns and questions regarding coverage, billing, and claims.
Process policy changes, endorsements and cancellations.
Follow agency processes, procedures, and workflows to maintain scalability and consistency, ensuring detailed client records and files within the Agency Management System.
Other Responsibilities
Stay current on market conditions, industry regulations, underwriting guidelines, and insurance product knowledge.
Identify cross‑selling and account rounding opportunities and work with clients or the Producer to capitalize on them.
Maintain a goal‑oriented, self‑started work ethic.
Travel as needed.
Support and promote the Bank and Division’s vision, mission and core values, organizational structure and policies and procedures.
Exhibit excellent analysis, observation and decision‑making skills.
Work comfortably in a fast‑paced, sometimes stressful environment, adapting to changing priorities and deadlines while remaining composed.
Comply with federal and state regulations as well as all established Bank and/or Division policies and procedures.
Perform other duties as assigned.
Qualifications, Education and Experience Requirements
High school diploma or GED equivalent, plus 1‑3 years of directly applicable experience.
Active Property & Casualty Insurance License.
Strong organization and time‑management skills with keen attention to detail.
Team player with excellent written and verbal communication skills.
Positive attitude and self‑motivation, with ability to foster strong relationships.
Bilingual, fluent in both English and Spanish, preferred but not required.
Proficiency in Microsoft Outlook, Word and Excel, with overall technology proficiency to maximize efficiency, productivity and quality.
Must be able to be physically present in the insurance agency branch to perform job duties.
Texas Regional Bank is an Equal Opportunity Employer.
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