Commercial Lines Account Manager

• Oversee expiration and binder logs to ensure timely renewal of all coverage
• Review renewal documents and ensure accurate information is provided to Producers
• Manage the renewal cycle, including updates on location, vehicle, driver, and other schedules
• Coordinate with Producers to obtain updated Executive Summaries for renewals
• Prepare submissions for marketing or incumbent carriers and submit necessary renewal information
• Negotiate renewal terms and review quotes from incumbent carriers
• Review Renewal Proposals and ensure accuracy before releasing them to Producers or clients
• Oversee Account Associate during the renewal procedure, ensuring timely coverage binding
• Manage invoicing, policy checks, and client communications regarding renewal policies
• Maintain client relations, resolve service issues, assist with billing, and ensure smooth account receivable processes

• Texas Property & Casualty license required
• High school diploma or general education degree (GED)
• 3-5 years' experience
• Minimum typing speed of 40 to 50 words per minute (preferred)
• Knowledge of Applied, Excel, Word, Outlook, and online rating programs (preferred)
• Possess the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages
• Possess excellent written and verbal communication skills with strong client service and relationship building skills
• Superior presentation, negotiation and customer service skills
• Be able to read and interpret documents such as safety manuals, operating and maintenance instructions, and procedure manuals

Professional designation(s)

• Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts