Commercial Account Manager Property and Casualty
Questpro, Dallas, TX, United States
Commercial P&C Account Manager
serves as the primary service delivery professional responsible for policy implementation, ongoing account stewardship, and client retention within an assigned portfolio of commercial insurance accounts. This role ensures exceptional service delivery and supports the agency’s sales and marketing efforts. This role assumes full account ownership from Producers at the binding stage and focuses on operational excellence, client satisfaction, and profitable account growth through superior service delivery.
What You'll Do Account Implementation & Policy Management
Facilitate the handoff of new business from the Producer to the account management team and assume account ownership immediately following binding, conducting comprehensive account setup and client onboarding
Review all bound policies for accuracy, coverage adequacy, and proper endorsements before delivery to client
Submit new business bind order(s) to the Carrier, including collecting and providing any required binding documents or conditions
Generate and distribute certificates of insurance, process mid-term changes, and manage the renewals or cancellations process accordingly
Support new business producers during the quoting and pre-bind process as needed
Client Relationship Management & Service Excellence
Serve as the primary point of contact for assigned client portfolio
Conduct annual client meetings to assess coverage needs, identify risks, and recommend solutions
Develop and maintain a high retention rate through exceptional service delivery and relationship management with clients, insurance carriers, and internal stakeholders and teams through collaboration
Assist clients with ongoing service needs, including billing inquiries, payroll audits, coverage questions, and proof of coverage requests
Provide technical support and guidance to clients regarding claim filing
Renewal Management & Account Growth
Ensure efficient handling of all broker-managed commercial policy renewals to maintain client satisfaction, retention, and compliance with underwriting guidelines
Manage the renewal process by requesting and tracking carrier quotes, evaluating terms and coverage options, and preparing proposals for broker presentations
Identify opportunities for upselling or cross-selling additional coverages during the renewal process
Collaborate with other GuideStone products to introduce any new business cross-selling opportunities
Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
What You'll Need
Bachelor’s degree and/or minimum 2 years of related commercial experience
Active Property & Casualty (P&C) License required
Working knowledge of available commercial lines coverages based on business and industry
Extensive knowledge of commercial insurance industry, including the legal and compliance requirement for such coverage
Proficiency in Microsoft Office Suite; experience with Applied Epic or similar AMS preferred; CRM platform proficiency (Dynamics) for client communication and activity tracking
Limited travel required for client meetings, risk assessments, and industry events (5-10%)
Must have complete confidentiality regarding GuideStone business matters.
#J-18808-Ljbffr
serves as the primary service delivery professional responsible for policy implementation, ongoing account stewardship, and client retention within an assigned portfolio of commercial insurance accounts. This role ensures exceptional service delivery and supports the agency’s sales and marketing efforts. This role assumes full account ownership from Producers at the binding stage and focuses on operational excellence, client satisfaction, and profitable account growth through superior service delivery.
What You'll Do Account Implementation & Policy Management
Facilitate the handoff of new business from the Producer to the account management team and assume account ownership immediately following binding, conducting comprehensive account setup and client onboarding
Review all bound policies for accuracy, coverage adequacy, and proper endorsements before delivery to client
Submit new business bind order(s) to the Carrier, including collecting and providing any required binding documents or conditions
Generate and distribute certificates of insurance, process mid-term changes, and manage the renewals or cancellations process accordingly
Support new business producers during the quoting and pre-bind process as needed
Client Relationship Management & Service Excellence
Serve as the primary point of contact for assigned client portfolio
Conduct annual client meetings to assess coverage needs, identify risks, and recommend solutions
Develop and maintain a high retention rate through exceptional service delivery and relationship management with clients, insurance carriers, and internal stakeholders and teams through collaboration
Assist clients with ongoing service needs, including billing inquiries, payroll audits, coverage questions, and proof of coverage requests
Provide technical support and guidance to clients regarding claim filing
Renewal Management & Account Growth
Ensure efficient handling of all broker-managed commercial policy renewals to maintain client satisfaction, retention, and compliance with underwriting guidelines
Manage the renewal process by requesting and tracking carrier quotes, evaluating terms and coverage options, and preparing proposals for broker presentations
Identify opportunities for upselling or cross-selling additional coverages during the renewal process
Collaborate with other GuideStone products to introduce any new business cross-selling opportunities
Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
What You'll Need
Bachelor’s degree and/or minimum 2 years of related commercial experience
Active Property & Casualty (P&C) License required
Working knowledge of available commercial lines coverages based on business and industry
Extensive knowledge of commercial insurance industry, including the legal and compliance requirement for such coverage
Proficiency in Microsoft Office Suite; experience with Applied Epic or similar AMS preferred; CRM platform proficiency (Dynamics) for client communication and activity tracking
Limited travel required for client meetings, risk assessments, and industry events (5-10%)
Must have complete confidentiality regarding GuideStone business matters.
#J-18808-Ljbffr