General Description
Position Overview:
The Commercial Lines Account Manager plays a critical role in supporting the daily operations of the Commercial Lines Department. This position ensures smooth workflow, accurate documentation, and a consistently exceptional client experience. The ideal candidate is proactive, detail oriented, and energized by a high-volume, fast-moving environment.
Client Service & Communication:
* Serve as the first point of contact for incoming calls and client inquiries.
* Build strong client relationships through proactive, professional communication.
* Provide accurate information regarding coverage, billing, and policy details.
* Coordinate solutions and route calls appropriately when needed.
Policy Servicing & Documentation:
* Process endorsements, certificates, audits, EMODs, invoices, and other assigned tasks.
* Create and update client and prospect files; complete assigned follow ups.
* Assist with policy issuance and ensure compliance with agency and carrier standards.
* Maintain detailed documentation in EZLynx, including notes, emails, and activity logs.
Claims Support:
* Handle initial claims inquiries and guide clients through the reporting process.
* Document claim details and direct clients to appropriate carrier resources.
Billing & Financial Processing:
* Prepare and process billing for non-standard policies.
* Ensure accuracy and proper documentation of all financial transactions.
Carrier & Underwriting Coordination:
* Stay current on carrier websites, communications, and coverage updates.
* Enter applications occasionally into carrier portals to obtain quotes.
* Take new business applications occasionally from clients.
* Assist with analyzing policy renewals to determine if remarketing is needed.
* Support underwriting requirements for new and renewal business.
* Identify upsell and cross sell opportunities based on client risk profiles.
Team Collaboration & Compliance:
* Partner with the Lead Account Manager and Producer to support retention and new business.
* Maintain awareness of industry regulations and compliance standards.
Requirements:
* Active Texas Property & Casualty (P&C) license required.
* 2 years or more of experience in commercial lines insurance.
* Strong understanding of Certificates of Insurance (COIs), Evidence of Insurance, and commonly used forms.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.