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Dean & Draper Linkedin · Posted 5mo ago

Commercial Insurance Account Manager: Conroe/The Woodlands

The Woodlands, Texas, United States

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Indexed description

We are seeking a proactive and detail-oriented Account Manager to join our Commercial Insurance Department in Montgomery County. This role is essential for ensuring organic growth, customer retention and overall satisfaction.

Key Responsibilities

  • Review new and renewal applications in a timely manner.
  • Quote and negotiate all lines with various carriers.
  • Prepare comprehensive proposals for clients and prospects.
  • Bind, issue and collect premium for policies.
  • Conducts periodic service calls for designated accounts.
  • Performs special projects at the request of designated clients.
  • Maintains timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
  • Detailed reviews of existing client accounts.
  • Maintains working knowledge of all company procedures.
  • Performs other functions and responsibilities as assigned by management.

Knowledge, Skills And Abilities

  • MINIMUM 2 years of commercial insurance experience, with a current Property & Casualty license in Texas. Candidates relocating to Texas with license from another US state will be considered.
  • Assertive self-starter with strong presentation skills through both verbal and written communications.
  • Proficiency in using computers, agency management systems and various software programs including Microsoft Office, Word and Excel.

Other Requirements

  • High School or equivalent degree.
  • CIC, CPCU, ARM, CRM designations are a plus.
  • Applied Epic experience is a plus.

If you are a motivated professional ready to make a significant impact in a dynamic team, we encourage you to apply!

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