Heartland Security Insurance Group
Commercial Lines Account Manager
Heartland Security Insurance Group, Granite Heights, Wisconsin, United States
Overview
Commercial Lines Account Manager, remote role in Texas. Primary focus is servicing and handling commercial accounts with a total book between $300,000 to $500,000 in revenue. Primary Responsibility
The Commercial Lines Account Manager will be primarily responsible for servicing and handling commercial accounts with a total book between $300,000 to $500,000 in revenue. Essential Functions & Responsibilities
Provide technical support for the producer in maintaining existing commercial accounts in accordance with the objectives and procedures outlined in the agency procedures and workflows Coordinate the renewal process, account development and retention of existing customers Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons Handle insured and underwriting questions Create and process finance agreements Order and issue binders, certificates, policies, endorsements, and other related items Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports Proficient in all Account Processor and Associate Account Manager essential functions & responsibilities Maintain the integrity of client and policy information in the agency management system Establish and build relationships with customers and carriers Additional Functions & Responsibilities
Prepare and maintain reports that may be required by management Provide backup and support for other team members Pursue a designation program of personal and professional development Required Qualifications
High school diploma or equivalent and/or college degree Hold a valid Texas General Lines Agent license At least three years of commercial lines insurance experience Preferred Qualifications
College degree One of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS Knowledge, Skills & Abilities
Intermediate to advanced-level proficiency with Microsoft Office Ability to learn the agency management software Ability to work with internal and external clients at all levels Ability to follow directions High level of organizational skills Ability to work independently, self-motivated and meet timed deadlines Ability to follow processes and procedures set forth by the agency Ability to problem solve Strong attention to detail and the ability to work with a high degree of accuracy Ability to work with a team Ability to communicate professionally, both oral and written Ability to build and maintain client relationships Benefits We Offer
Competitive Pay Commensurate Upon Experience Medical, Dental, Vision & Life Insurance 401(k) and Employee Stock Ownership Plan Generous Paid Time Off & Paid Holidays Free Employee Assistance Program Work/Life Balance Remote, On-Site & Hybrid Availability Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO statement and other boilerplate have been removed to keep the description concise and focused on role responsibilities and requirements.
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Commercial Lines Account Manager, remote role in Texas. Primary focus is servicing and handling commercial accounts with a total book between $300,000 to $500,000 in revenue. Primary Responsibility
The Commercial Lines Account Manager will be primarily responsible for servicing and handling commercial accounts with a total book between $300,000 to $500,000 in revenue. Essential Functions & Responsibilities
Provide technical support for the producer in maintaining existing commercial accounts in accordance with the objectives and procedures outlined in the agency procedures and workflows Coordinate the renewal process, account development and retention of existing customers Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons Handle insured and underwriting questions Create and process finance agreements Order and issue binders, certificates, policies, endorsements, and other related items Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports Proficient in all Account Processor and Associate Account Manager essential functions & responsibilities Maintain the integrity of client and policy information in the agency management system Establish and build relationships with customers and carriers Additional Functions & Responsibilities
Prepare and maintain reports that may be required by management Provide backup and support for other team members Pursue a designation program of personal and professional development Required Qualifications
High school diploma or equivalent and/or college degree Hold a valid Texas General Lines Agent license At least three years of commercial lines insurance experience Preferred Qualifications
College degree One of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS Knowledge, Skills & Abilities
Intermediate to advanced-level proficiency with Microsoft Office Ability to learn the agency management software Ability to work with internal and external clients at all levels Ability to follow directions High level of organizational skills Ability to work independently, self-motivated and meet timed deadlines Ability to follow processes and procedures set forth by the agency Ability to problem solve Strong attention to detail and the ability to work with a high degree of accuracy Ability to work with a team Ability to communicate professionally, both oral and written Ability to build and maintain client relationships Benefits We Offer
Competitive Pay Commensurate Upon Experience Medical, Dental, Vision & Life Insurance 401(k) and Employee Stock Ownership Plan Generous Paid Time Off & Paid Holidays Free Employee Assistance Program Work/Life Balance Remote, On-Site & Hybrid Availability Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO statement and other boilerplate have been removed to keep the description concise and focused on role responsibilities and requirements.
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