AssuredPartners
Commercial Lines Account Executive - Account Manager
AssuredPartners, Austin, Texas, us, 78716
Leading Insurance Agency, AssuredPartners, is seeking a Commercial Lines Account Manager to join our team!Office Location:
1120 S Capital Of Texas Highway Bldg 3, Austin, TX 78746.Work Hours:
Full time position, hybrid work schedule with flexible start/end times between 7:45am - 5:00pm (in-office requirement for Tuesdays and Wednesdays)Our Awesome Benefits/Perks:401K + employer matchMedical, Dental, and Vision Insurance with HSA and FSA optionsPet InsuranceFitness Center DiscountsEmployer-paid life insurance and disabilityVoluntary benefits (such as critical illness and accident insurance)Travel reimbursementTuition ReimbursementEmployee Referral ProgramOpportunities for growth and promotion up to leadership levelAnd so much more!
Commercial Lines Account Manager - Role Overview:The Commercial Lines Account Manager will provide a high level of customer service to clients and sales support to the Production team. The Commercial Lines Account Manager position includes collaborating with agency personnel in the production of new and renewal accounts by assisting in selling, marketing, and servicing in keeping with Agency and individual Producer goals.
Commercial Lines Account Manager - Role Responsibilities:Client Book Growth:
Partner with producers to formulate insurance and risk management plans that are tailor-made for clients' needsMeet with new prospects and clients in person or virtuallyGrow the book of business by new sales or increased coverage limits on existing accountsPartner with other Agency departments, including Personal Lines and Employee Benefits, to cross-sell new and existing clients
Client Book Management and Retention:
Conduct periodic coverage reviews and exposure analyses for clients to ensure appropriate program design and implementationMaintain records according to Agency standards and processes. Ensure information is properly documented and readily accessibleOversee daily processes for the book of business including renewal summaries, proposals, change requests/endorsements, binders, certificates, policy checking, audits, and accounting as neededMaintain follow-up and suspense on outstanding orders, correspondence, audits, reports, claims, and renewal expirationsReviews insurance and indemnification parts of contractsManage account receivables to ensure timely collection of premiums, reconcile accounting discrepancies and follow up on aging receivables
Manage Client Renewal Process:
Attend renewal review meetings with Producers and Team Lead to prepare marketing strategies for upcoming renewalsLead all accounts through the new and renewal process. Market accounts to insurance carriers and brokers as needed
Uphold Strong Personal Relationships and Team Accountability:
Maintain proactive communication with clients, producers, and team members including handling client and/or company questions/issues appropriatelyDevelop strong personal relationships with appropriate insurance carrier personnel and become familiar with carrier product optionsCommunicate effectively with the team including Producers, Account Executives, Account Coordinators, or AnalystsContinue professional development by attending continuing education courses, seminars, and workshops
Commercial Lines Account Manager - Requirements:3+ years of commercial lines account management/client servicing experience managing a high volume workload in a midsize brokerage house requiredActive TX State Property and Casualty Insurance license requiredExperience working with a construction book of business preferred, but not requiredExperience with Insurance Agency Software (Applied Epic preferred)Proficient in Microsoft Office Suite products (Word, Outlook, Excel, and PowerPoint) preferredHigh level of proficiency using online rating systems, maintaining underwriter relationships, and experience working with wholesale brokersCommit to, utilize, and follow Agency procedures while remaining adaptive/flexible to changing demands of a growing companyThe ability to travel locally as required
About AssuredPartners:Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.Inc. Magazine's Best-Led CompaniesNamed a "5-Star Brokerage" by Insurance Business MagazineRanked in the Insurance Journal's Top 100 Property/Casualty Agencies
Candidates with experience in these roles are great fits for this job:Account Manager, Account Specialist
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
1120 S Capital Of Texas Highway Bldg 3, Austin, TX 78746.Work Hours:
Full time position, hybrid work schedule with flexible start/end times between 7:45am - 5:00pm (in-office requirement for Tuesdays and Wednesdays)Our Awesome Benefits/Perks:401K + employer matchMedical, Dental, and Vision Insurance with HSA and FSA optionsPet InsuranceFitness Center DiscountsEmployer-paid life insurance and disabilityVoluntary benefits (such as critical illness and accident insurance)Travel reimbursementTuition ReimbursementEmployee Referral ProgramOpportunities for growth and promotion up to leadership levelAnd so much more!
Commercial Lines Account Manager - Role Overview:The Commercial Lines Account Manager will provide a high level of customer service to clients and sales support to the Production team. The Commercial Lines Account Manager position includes collaborating with agency personnel in the production of new and renewal accounts by assisting in selling, marketing, and servicing in keeping with Agency and individual Producer goals.
Commercial Lines Account Manager - Role Responsibilities:Client Book Growth:
Partner with producers to formulate insurance and risk management plans that are tailor-made for clients' needsMeet with new prospects and clients in person or virtuallyGrow the book of business by new sales or increased coverage limits on existing accountsPartner with other Agency departments, including Personal Lines and Employee Benefits, to cross-sell new and existing clients
Client Book Management and Retention:
Conduct periodic coverage reviews and exposure analyses for clients to ensure appropriate program design and implementationMaintain records according to Agency standards and processes. Ensure information is properly documented and readily accessibleOversee daily processes for the book of business including renewal summaries, proposals, change requests/endorsements, binders, certificates, policy checking, audits, and accounting as neededMaintain follow-up and suspense on outstanding orders, correspondence, audits, reports, claims, and renewal expirationsReviews insurance and indemnification parts of contractsManage account receivables to ensure timely collection of premiums, reconcile accounting discrepancies and follow up on aging receivables
Manage Client Renewal Process:
Attend renewal review meetings with Producers and Team Lead to prepare marketing strategies for upcoming renewalsLead all accounts through the new and renewal process. Market accounts to insurance carriers and brokers as needed
Uphold Strong Personal Relationships and Team Accountability:
Maintain proactive communication with clients, producers, and team members including handling client and/or company questions/issues appropriatelyDevelop strong personal relationships with appropriate insurance carrier personnel and become familiar with carrier product optionsCommunicate effectively with the team including Producers, Account Executives, Account Coordinators, or AnalystsContinue professional development by attending continuing education courses, seminars, and workshops
Commercial Lines Account Manager - Requirements:3+ years of commercial lines account management/client servicing experience managing a high volume workload in a midsize brokerage house requiredActive TX State Property and Casualty Insurance license requiredExperience working with a construction book of business preferred, but not requiredExperience with Insurance Agency Software (Applied Epic preferred)Proficient in Microsoft Office Suite products (Word, Outlook, Excel, and PowerPoint) preferredHigh level of proficiency using online rating systems, maintaining underwriter relationships, and experience working with wholesale brokersCommit to, utilize, and follow Agency procedures while remaining adaptive/flexible to changing demands of a growing companyThe ability to travel locally as required
About AssuredPartners:Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.Inc. Magazine's Best-Led CompaniesNamed a "5-Star Brokerage" by Insurance Business MagazineRanked in the Insurance Journal's Top 100 Property/Casualty Agencies
Candidates with experience in these roles are great fits for this job:Account Manager, Account Specialist
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.