Small Business Account Manager

Highly respected and long-standing Dallas-based insurance agency is seeking a Commercial Account Manager to help support producers with their current client base. This person will join a company who puts a premium on working collaboratively to make sure their clients are provided the very best service possible.

• 100% remote for candidates residing in Texas (after 1st week of training at the Dallas office)!
• Medical is paid for by the company!
• Flexible work schedule - 7.5 work day!
• TONS of growth opportunities!
• Voted Insurance Journal’s Top 100 P/C Agencies, Insurance Journal’s Best Place to Work in the Southwest Region, and Top Workplace in DFW by The Dallas Morning News!

• Provide support to assigned Producer(s)
• Client Relationships – assist clients with all policy and coverage questions on a day-to-day basis
• Maintain client files in Applied Epic in an orderly and up-to-date manner according to Agency standards
• Effectively manage Epic Home Page, to include timely Activity review, documentation and processing
• Assist in marketing new and renewal business, negotiate rates, review coverages for competitiveness and accuracy, assist in presenting to clients as needed
• Prepare documents for renewal terms, including proposals, Acord forms, Binders, and Certificates of Insurance
• Review issued policies for accuracy and appropriate coverages
• Manage new business workflow
• Comprehend and interpret Insurance Contract requirements for Certificates
• Manage renewal list – work renewals in a timely manner and report on status
• Manage invoicing and account receivables
• Claims – walk clients through process, including claim submission, follow-up and overall communication
• Carrier Relationships – establish relationships with key carrier Marketing & Underwriting contacts

• External candidates should have 2-4 years of related Account Manager experience.
• 2-4 years of Small Business Experience
• Understanding of property & casualty coverages, knowledge of underwriting and rating procedures
• High School Graduate (college degree preferred or work-related experience)
• Must hold a valid Property & Casualty Insurance license
• Related industry designation preferred / Desire to pursue industry designation (CIC, CISR, CPRM, CPCU, etc.)
• Proficient in Microsoft Word, Excel, and Outlook
• Experience with Applied EPIC