Commercial Lines Account Manager

Morgan Insurance Agency

Commercial Lines Account Manager

Lufkin, TX
Full Time
Paid
  • Responsibilities

    We are looking to hire a licensed individual to join our Commercial Lines Insurance department. As a team member, one will be responsible for providing exceptional customer service to our current clients and new prospects, work closely with producers and co-employees, maintain knowledge of our products, and seek solutions for our client's insurance needs.

    The position will handle all facets of Commercial Property and Casualty insurance.

    Benefits/Perks:

    Health insurance + vision and dental options - following 60 days of employment

    Long and short term disability insurance - following 60 days of employment

    401k with 6% matching - following 90 days of employment

    Paid time off + Holidays

    Competitive pay, but dependent upon experience

    Flexible work from home options available

    Responsibilities

    Develop and maintain relationships with clients, company representatives and other team members to ensure optimal results in retention and satisfaction

    Work with Producers and Clients to understand scope of operations insured, and review policies to ensure proper coverage is included and/or offered

    Effectively and efficiently market new and renewal accounts

    Effectively and proactively manage policy renewals

    Issue Certificates, EPI's, Binders, Liability cards and other necessary insurance evidence documents

    Process policies, endorsements, premium finance agreements and other physical or electronic policy documents

    Promptly address policy change requests

    Provide timely responses to requests for information and documents

    Handle or properly refer underwriting questions

    Ensure that assigned customers are aware of all insurance offerings and coverages they may need through checklists and cross sell conversations, including documentation thereof

    Effectively electronically document and/or log activity throughout each day's work

    Maintain and work from a suspense/diary system

    Qualifications

    In depth knowledge of Commercial Property & Casualty Insurance

    Licensed with TX Dept of Insurance

    Independent Insurance Agency experience preferred

    Commitment to excellence and continuous self improvement

    Commitment to follow our core values and high ethical standards

    Commitment to follow the strategic plan and established procedures of our agency

    Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients

    Ability to confidently and professionally assess and identify insurance exposures, then match those with solutions using our markets and available products and resources

    Ability to work effectively and efficiently with internet based rating platforms and resources

    Demonstrate proficiency in insurance knowledge, organizational skills, attention to detail, written and verbal communication, math, critical thinking and problem solving

    Demonstrate mature work habits, and time management skills

    Exhibit emotional maturity, intelligence, accountability, and resilience

    Basic proficiency with Office 365 (Microsoft Word, Excel, OneDrive, Outlook & Teams)

    Experience with AMS 360 agency management system or similar preferred

    Insurance accreditation a plus

    Possess a valid driver’s license and a source of reliable transportation