Our client is a well-respected regional insurance agency that has been around for over fifty years. They are growing their practice in Dallas and are looking for dynamic insurance professionals to join their team. They are currently looking for a Commercial Lines Account Manager to join their team.
Commercial Lines Account Manager Responsibilities:
- Prepare new client submissions in accordance with internal marketing standards for submission to carriers.
- Coordinate the development and maintain individual client service schedules in the agency management system and ensure delivery of value-added services.
- Maintain client data integrity through regular maintenance and oversight of updates of applications, schedules, etc.
- Review company audits for accuracy, invoice and follow up on additional premiums as required.
- Prepare renewal marketing submissions in accordance with internal renewal timelines.
- Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.
- Assist in the cross-sell and rounding out of accounts.
- Prepare premium finance contracts and company financing as needed.
Commercial Lines Account Manager Requirements:
- Bachelor’s degree or equivalent experience preferred.
- State Property & Casualty license required within 90 days of hire.
- 3-5 years of account management experience, preferably in a retail agency setting.
- Experience working in the construction niche a plus.
Please
contact Scott Thompson for immediate confidential consideration and additional
details.
Phone:
515-216-5455
See
our website at www.csgrecruiting.com/jobs for a complete listing of nationwide
opportunities.
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out some of my recent articles on the blog here:
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