Commercial Account Manager

This role is a full-time W-2 non-exempt, hybrid environment role. The compensation is a base salary plus a commission split on both new business AND renewals.

***NOTE: If you don't have at least one year of experience in an insurance agency, please don't apply for this role. We do not have the training capacity to get a rookie up to speed.***

Purpose

Cultivate and actively manage the client relationship beginning with the initial sales process and continuing throughout the client lifecycle.

Routine Decision Making

Team members are empowered to make decisions and act on all service requests, policy changes and cross sell opportunities.

Supervisory Responsibility

None. Reports to Vice President of Sales with dotted line to CEO.

Responsibilities:

Client Relationship Manager

1. Proactive action
2. Managing CRM Pipeline    
3. Identifying service needed
4. Capturing notes
5. Knowing policies and coding correctly
6. Read through departmental emails to learn about account history
7. Inbound/Outbound calls
8. Identify training opportunities
9. Use critical thinking when evaluating inbox/policies/requests
10. Pipeline Management
11. Assist Risk Advisor in performing sales workflow
12. Update pipeline with notes and accurate status
13. Perform renewal workflows and actively manage the Renewal Pipeline
14. Account Management
15. Drafting and sending proposals as part of the Sales Workflow
16. Working the Account Submission Workflow in coordination with Risk Advisor
17. Communication with prospects and clients as needed
18. Ensure a “complete submission” is ready for all accounts
19. Executive summary
20. ACORDs
21. Loss Runs or No Known Loss Letter
22. Supplemental application
23. Communicate with underwriters in coordination with Risk Advisor
24. Service
25. Generate policy Proofs as needed
26. Endorsements
27. Inspection forms and documents
28. Audit Tracking tool
29. File and distribute
30. Billing
31. Premium financing setup
32. Payment lifecycle management
33. Monitoring Accounts Payable status to ensure prompt receipt of payments

Knowledge, Skills, Abilities, Education:

Knowledge

Prior insurance agency experience of 1-3 years is required. Prior experience in a public-facing CSR type of role is a positive.

Skills/Abilities

Excellent verbal and written communication skills.

Functional abilities in all standard professional computer-based skills including Windows OS, Microsoft Office software, internet browser navigation and related software platforms. Mental agility, adaptability, able to keep track of several tasks/projects simultaneously.

Formal Education

Active license at General Lines Insurance Agent with Texas Dept of Insurance. High school diploma or equivalent required. Bachelor's degree in relevant field preferred.