Commercial Lines Account Manager, Waco TX

Company: Leavitt Insurance Agency INC
Location: Waco
Posted on: January 9, 2022

Job Description:

RSL, a Leavitt affiliate, in Waco, TX is looking for a Commercial Lines Account Manager for their busy office.Account ManagerAn Account Manager (AM) must perform all tasks in the day-to-day servicing, maintenance and retention of assigned book of business in a timely, accurate and professional manner. An AM must be licensed and authorized to bind coverages in accordance with carrier agreements and company policies and procedures. They must have a working knowledge of all lines of commercial insurance, and be able to coordinate, review and monitor all technical support necessary for the servicing of client accounts, including but not limited to:Compile and organize all client information necessary to manage and process new and renewal business.Respond to client and carrier requests, process cancellations and endorsements, and assist in the marketing of accounts when required.Be able to discuss coverages, options and assist client in the decision-making process. Recommend coverage enhancements when appropriate.Assist with oral and written presentations to clients and prospects as necessary.Obtain customer feedback and take appropriate action; document all customer and carrier conversations.Monitor expiration lists and initiate the renewal process.Meet marketing goals for timing of new and renewal submissions.Handle special projects as requested by manager.Input appropriate data into the AMS360 to generate accurate applications, binders, certificates, vehicle identification cards, coverage summaries and other output.Prepare Lost Business Reports and assist with Income Projection Reports.Prepare ProposalsAssist with collection of premiums due.Work as an active member of the department and maintain high staff relationships at all times.Communicate and coordinate with Account Executives & Producers.Act in a courteous, professional manner when working with clients, carriers and other office staff.Reports to Account ExecutiveKnowledge, Skills and AbilitiesAccount ManagerGood understanding of MS Word, Excel and the Internet with ability to operate general office equipment.Familiarity with general office procedures and the ability to comply with RSL's agency policies and procedures.Knowledge and understanding of insurance rating and underwriting criteria.Excellent written and verbal communication skills.Ability to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals; compute rates, ratios, percentages, draw and interpret bar graphs.Ability to define problems, collects data, establish facts and draw valid conclusions.Ability to organize and prioritize work.Ability and skill to relate to all types of people and levels in organizations such as bankers, contractors, lawyers and engineers.RSL offers a competitive base salary and an attractive benefits plan that includes a 401 K with company matching. Qualified candidates are encouraged to apply!

Keywords: Leavitt Insurance Agency INC, Waco , Commercial Lines Account Manager, Waco TX, Executive , Waco, Texas