Account Manager - Commercial Lines
- Employer
- Heartland Security Insurance Group
- Location
- Tyler, Texas
- Salary
- Salary plus potential for year end bonus.
- Posted
- Sep 27, 2019
- Closes
- Nov 26, 2019
- Category
- Customer Service, Operations, Sales
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
Primary Responsibility
The Commercial Lines Account Manager will be primarily responsible for servicing and handling of commercial accounts.
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.
- Responsible for coordinating the renewal process, account development and retention of existing customers.
- Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries, and handle insured and underwriting questions.
- Orders and issues binders, certificates, policies, endorsements and other related items.
- Establish and build relationships with customers and carriers.
- Responsible for maintaining the integrity of client and policy information in the agency management system.
Additional Functions & Responsibilities
- Prepare and maintain reports that may be required by management.
- Provide backup and support for other team members.