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Small Business Unit (SBU) Account Manager - Commercial Lines Insurance

AssuredPartners of Houston

Small Business Unit (SBU) Account Manager - Commercial Lines Insurance

Houston, TX
Full Time
Paid
  • Responsibilities

    Job Description

    LEADING INSURANCE COMPANY, ASSUREDPARTNERS OF HOUSTON, IS SEEKING AN ACCOUNT MANAGER TO JOIN OUR SMALL BUSINESS COMMERCIAL LINES TEAM

    SALARY: Competitive salary and full benefits (health, dental, vision, 401k, PTO, and more)

    OFFICE LOCATION: In-office role at 840 Gessner Rd Ste 700, Houston, TX 77024 or 18050 Saturn Lane, Suite 200, Houston, Texas 77058 (currently remote during COVID-19)

    WORK HOURS: Monday through Friday 8 AM to 4:30 PM CST

     

    SMALL BUSINESS UNIT - COMMERCIAL LINES ACCOUNT MANAGER ROLE:

    As a part of the Small Business Unit (SBU), the Commercial Account Manager is responsible for providing day-to-day support of Property & Casualty insurance programs for an existing clientele whose total insurance premiums range falls beneath 2,500 agency revenue ( 25,000 premiums). This position will follow the direction of the Commercial Lines Manager/Office President. The Account Manager provides excellent customer service by handling SBU clients' insurance needs, working with the Producer, Account Executive, and Commercial Lines Manager to design proper insurance and risk management services for clients.

    SMALL BUSINESS UNIT - COMMERCIAL LINES ACCOUNT MANAGER REQUIREMENTS:

    • Texas Property & Casualty License or equivalent out of state license that can be converted to a TX license with priority 
    • Minimum 3 years of P&C (property and casualty insurance) experience in the role of Account Manager in a retail agency 
    • Proficiency in Word, Excel, and Outlook 
    • Experience in Agency Management Systems (AMS 360, TAM, EPIC or Equivalent Insurance Agency Management System)
    • Experience with various types of business risks and multiple lines of insurance coverage
    • Experience in P&C insurance for small business clients (under 25k in premium) preferred

     

    SMALL BUSINESS UNIT - COMMERCIAL LINES ACCOUNT MANAGER RESPONSIBILITIES:

    • Develops complete client information and applications for new and renewal business under the direction of the Producer, Senior Account Executive, or Commercial Lines Manager. Identifies and requests renewal exposures. Guides clients through the renewal process, in conjunction with the Producer, Senior Account Executive, or Commercial Lines Manager, and submits requests to carriers according to the renewal process timetable, follows up with carrier underwriters, and completes the appropriate renewal per Agency procedures. Reviews experience modifiers. 
    • Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to the client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies. 
    • Maintains files with proper records according to company procedures. Maintains good internal file audit results. Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships. 
    • Sends new/renewal business submissions - applications, loss history, etc. - to appropriate insurance companies and negotiates premiums, coverages, terms, and conditions. 
    • Provides insurance program summary in the form of proposals for delivery to the client.

    ASSUREDPARTNERS HAS EXCELLENT BENEFITS, INCLUDING:

    • 401K + match
    • Medical, Dental, and Vision Insurance
    • HSA and FSA options
    • Vision Insurance
    • Employer-paid life insurance, short-term and long-term disability
    • Voluntary life insurance, critical illness, and accident insurance
    • Paid time-off and paid holidays
    • Flexible schedules
    • Travel reimbursement
    • Bonus structure for non-sales positions

    ABOUT ASSUREDPARTNERS OF HOUSTON:

    AssuredPartners of Houston, under the AssuredPartners network, is a full-service Employee Benefits and Property/Casualty Insurance Agency located in greater Houston, TX. AssuredPartners is one of the fastest-growing insurance brokers in the U.S., exceeding more than 1.5 billion in revenue since our founding in 2011. We're proud to be the 7th largest broker of U.S. business as ranked by Business Insurance. Website: https://www.assuredpartners.com/

    We care about people. We are not perfect, but we genuinely try to live out our core values and work hard to be a great place for contributors to build their careers. This includes a competitive salary, bonus opportunities, and an attractive benefits offering. Equally, if not more important to most, is the track record of growth we have consistently experienced, the fun we have while working hard and winning, and the quality of the people we get to serve with and serve.

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