Responsibilities and Duties

Manage new and renewal business utilizing the Applied Epic agency management system. Responsibilities and duties include but are not limited to:

· Serve as a point of contact with our Producers

· Correspond with our diverse group of carriers

· Continue positive relationships with our clients

· Deliver exceptional customer service

· Be knowledgeable and have the ability to make reasonable decisions and follow through

· Prepare documents for renewal terms

· Adhere to document retention software documentation guidelines

Technical Expertise

Demonstrate the technical expertise to assist in servicing our prospective and current clients. These duties include but are not limited to:

§ Communicate with insurance carriers as needed

§ Communicate with clients as needed

§ Utilize carrier online rating programs as necessary

o Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client

o Design insurance program for client based on tailored needs

o Utilize agency management system to monitor pre-defined activities

o Identify and address any coverage gaps with producer, carrier, and client

o Begin to become subject matter expert and resource in area of interest or technical capability

Requirements

o Licensed: Texas P&C Agent

o 3+ years’ experience as an Account Manager or Assistant Account Manager

o Proficient at Word, Excel, and current internet technologies

o Ability to learn, analyze and comprehend personal lines of insurance

o Exhibit the ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, tactfulness, and sensitivity

o Demonstrate proactive and collaborative work style. Does not have to be asked or reminded of tasks

o Work within a team atmosphere

The BBA Insurance family is caring by nature. We care for each other and those who are outside our family tree. BBA Insurance does not discriminate based on gender, race, sexual orientation, religion etc.

BBA Insurance has roots back as far as 1933. We are a third-generation insurance agency with a family oriented/small business culture. BBA Insurance will always endeavor to be fair in all our dealings. We place our client’s best interests first and strive to overdeliver.

Salary (Hiring)

· A range of $40,000 to $68,000

· Salary is negotiable and based on prior experience.

Benefits

· Major Medical Health Insurance

· HSA or Flex Savings Plans

· Life Insurance

· Short-term and long-term disability insurance

· Retirement plan

Flexible work from home options available.