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Capstone Search Group Linkedin · Posted 28d ago

Senior Commercial Insurance Account Manager

Dallas-Fort Worth Metroplex

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Indexed description

About the Role

The Senior Commercial Insurance Account Manager joins a large insurance agency and provides support on client administration, marketing, and account retention with a number of clients being construction/contractors related. Exposure to working with these types of insureds is helpful given some of the unique insurance and risk factors that come with their insurance programs.


Duties & Responsibilities

  • Establish solid client relationships and manage the delivery of services along with answering questions from clients about coverage, billing, and endorsements.
  • Identify important client needs as well as cross selling opportunities and effectively communicate those needs to the sales team.
  • Coordinate the renewal activity of client accounts like information gathering, rate, pricing negotiations, proposal writing, and communications.


Skills & Experience

  • At least 3-5 years of commercial property and casualty insurance experience in account management. Broad proficiency with coverages such as general liability, property, auto, and workers compensation.
  • Experience handling tactical, client interfacing work to support a book of business (renewal meetings, coverage reviews, marketing, and claims assistance) with service administration (billing, certificates, binders, and so on).
  • Active state insurance license.


Job Specs

Location: Fort Worth, TX. Hybrid work schedule is available.

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