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Energy Jobline ZR

Commercial Account Manager in Houston

Energy Jobline ZR, Houston, Texas, United States, 77246

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Job DescriptionJob Description

Make applying EASY....text TFICOMMERCIAL to (281) 688-6192 and start your resume!

Join a talented team and workplace! Texas First Insurance has served Texans since 1925. It is a community-based independent agency with deep roots and a solid reputation in the industry. Our mission is to protect our client's assets through a commitment to personally understanding and mitigating their risks, which drives us daily. Our clients make us who we are, and we are committed to helping them succeed and build up our local communities.

Job Summary Responsible for the highest level of customer service to Commercial Lines Accounts. Providing prompt, accurate and courteous service to agency clients. Working independently & collaboratively with clients, producers & company representatives to design & execute a comprehensive insurance program specific to insureds needs. Developing a professional rapport with clients, company representatives and business associates; by maintaining knowledge of commercial lines coverage and company underwriting guidelines. Maintaining security and client confidentiality. Upholding and encouraging a positive work environment.

Helping Texans Build Texas aligning with our organization’s values of Respect, Responsive, Responsible.

Responsibilities and Duties

Collectively or independently explore, create, execute, review all information necessary to design & implement appropriate insurance programs for clients both new and renewal in accordance with agency and underwriting guidelines.

Manage/maintain assigned book of business ensuring timely renewal relationship continuation process is handled according to agency standards and guidelines as to protect client, agency E&O exposure and carrier partner relationships.

Accurately representing insured(s) to carrier partners according to agency submission standards

Prepare proposal, & summaries of insurance & in collaboration with producer, present proposal to client, obtain required signatures & warranties required to secure coverage.

Maintain/update agency management systems/platforms with all required information according to agency procedures.

Prepare summaries of insurance for producer / client review

Prioritize & manage workflow to ensure efficient, timely & accurate handling of responsibilities.

Collaborate with producers, associates & agency team members, providing technical support, to assist clients & reach agency goals.

Maintains knowledge of industry state & federal rules & regulations and carrier underwriting requirements

Consult, inform, educate clients on coverages, exclusions & exposures.

Represents the agency in collaboration with producers in handling complaints, concerns, for an amicable relationship with client & carriers

Maintains knowledge of industry state & federal rules & regulations and carrier underwriting requirements

All other duties requested by management to assist agency in achieving organizational goals

Tools & Technology

Microsoft office products (Word, Excel, PowerPoint, Outlook)

AMS360, image right/work smart, various carrier website platforms

Specials Skills & Requirements

Team player with positive approach to co-workers, duties & organizations

Strong Organizational, time management & communication skills

Analytical, detail oriented, ability to think critically regarding complex solutions

Above average mathematical skills

Projection of professional image in a business professional environment

Respect confidentiality of clients and associates

Highly motivated, self‑starter, ability to work independently in a fast‑paced, team environment with minimal instruction with commitment to continuous learning

Level of Responsibility

Managing client accounts

Providing expert advice

Overseeing & adhering to contract requirements

Making independent strategic decisions which require expert level of discretion, education, knowledge & independent judgement

At times involves responsibilities beyond standard office hours i.e. client meetings, client deadlines, industry training events

Education and Special Requirements

High school diploma or equivalent.

Associates level or higher education

Property & casualty license

CISR, CIC or equivalent designation

Three - five years’ experience in property & casualty marketing

Awareness of E & O exposure and use of E & O prevention techniques

EOE//Veteran If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.

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