Property & Casualty (TX License) Commercial Lines Insurance Account Manager, Ass
HOUSTON APARTMENT FOUNDATION, Dallas, TX, United States
Location
All three positions are located in the DFW area, Texas.
Roles
Commercial P&C Licensed Insurance Commercial Account Manager – minimum 1 year experience managing a book of business independently.
Commercial P&C Licensed Assistant – minimum 1 year experience.
Commercial Lines Account Executive – minimum 7 years experience.
Responsibilities
Assist with or service a book of commercial lines accounts in a manner that promotes excellent customer satisfaction.
Assistants support the Account Manager as needed, fill in as required, and are mentored to manage a book on their own.
Commercial Account Managers manage a book of business independently, quote and prepare proposals for new and renewal business, aid in collections, review accounts to prevent gaps and lapses, follow workflows, guidelines and procedures, work closely with Producers, and uphold the agency’s reputation.
Commercial Lines Account Executives manage large, intricate accounts, work closely with Producers, participate in sales calls to close deals, and are seasoned, high‑level professionals.
Qualifications
Minimum 1 year experience managing a book of business independently (for Account Managers and Assistants).
Minimum 7 years experience (for Account Executives).
Commercial P&C license or willingness to obtain one.
Strong communication, organizational and customer service skills.
Ability to quote, prepare proposals, handle collections, and review accounts.
Proven ability to work independently and be mentored toward full book management.
Experience with workflow, guidelines, procedures and collaboration with Producers.
Compensation and Benefits Competitive compensation packages including 401(k), health benefits (medical & dental), and hybrid work schedules after an acclimation period. On rare occasions 100% remote is permitted with a successful remote work track record. Hybrid schedules typically involve 2 or 3 remote days from home depending on company policies and procedures.
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Roles
Commercial P&C Licensed Insurance Commercial Account Manager – minimum 1 year experience managing a book of business independently.
Commercial P&C Licensed Assistant – minimum 1 year experience.
Commercial Lines Account Executive – minimum 7 years experience.
Responsibilities
Assist with or service a book of commercial lines accounts in a manner that promotes excellent customer satisfaction.
Assistants support the Account Manager as needed, fill in as required, and are mentored to manage a book on their own.
Commercial Account Managers manage a book of business independently, quote and prepare proposals for new and renewal business, aid in collections, review accounts to prevent gaps and lapses, follow workflows, guidelines and procedures, work closely with Producers, and uphold the agency’s reputation.
Commercial Lines Account Executives manage large, intricate accounts, work closely with Producers, participate in sales calls to close deals, and are seasoned, high‑level professionals.
Qualifications
Minimum 1 year experience managing a book of business independently (for Account Managers and Assistants).
Minimum 7 years experience (for Account Executives).
Commercial P&C license or willingness to obtain one.
Strong communication, organizational and customer service skills.
Ability to quote, prepare proposals, handle collections, and review accounts.
Proven ability to work independently and be mentored toward full book management.
Experience with workflow, guidelines, procedures and collaboration with Producers.
Compensation and Benefits Competitive compensation packages including 401(k), health benefits (medical & dental), and hybrid work schedules after an acclimation period. On rare occasions 100% remote is permitted with a successful remote work track record. Hybrid schedules typically involve 2 or 3 remote days from home depending on company policies and procedures.
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