Commercial Lines Insurance CSR

Company: AssuredPartners of Texas
Location: Richardson
Posted on: July 19, 2021

Job Description:

Leading Insurance Company, AssuredPartners of Texas, is seeking an Account Executive to add to their Commercial Lines team!

Salary: Competitive salary and full benefits (health, dental, vision, 401k, PTO and more)

Office Location: In-office role at 500 N Central Expressway, Suite 550, Plano, TX 75074

Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time exempt)

Job Level: Commercial Lines Account Executive (non-management)

AssuredPartners of Texas has Excellent Benefits, including:

• 401K + match
• Medical, Dental and Vision Insurance
• HSA and FSA options
• Employer-paid life insurance, short and long-term disability
• Voluntary life insurance, critical illness and accident insurance
• Paid time-off and paid holidays
• Flexible schedules
• Travel reimbursement
• Bonus structure for non-sales positions 

Account Executive - Commercial Lines Insurance  Role Summary:

As a Commercial Lines Insurance Account Executive, you will provide a high level of customer service to clients and sales support to the Production team. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. The Account Executive position includes collaborating with agency personnel in the production of new and renewal accounts by assisting in selling, marketing and servicing in keeping with Agency and individual Producer goals. You may also provide field service in support of Producer activities.

Your responsibilities will include a high level of customer service to new and existing clients including responding to service requests promptly and directly. As an Account Executive, you will work with the Producer to design and recommend proper insurance and risk management programs to obtain new and retain existing clients. You should have superior product knowledge and be familiar with the specific products offered by carriers, brokers and specialty markets to facilitate the marketing process.

Account Executive - Commercial Lines Insurance  Requirements:

• Bachelor’s degree or equivalent experience
• Property and Casualty Insurance license (active) in Texas
• 8+ years' experience managing multi-line commercial insurance accounts across a variety of client industry types
• Excellent written and oral communication skills
• Experience as a team lead a plus
• The ability to interpret insurance documents
• Proficient with agency management systems (Applied Epic a plus)
• High level of proficiency using online rating systems, maintain underwriter relationships and experience working with wholesale brokers
• Expertise and familiarity with Microsoft Office applications including Word, Outlook, Excel, and PowerPoint with strong keyboarding skills
• Commit to, utilize, and follow Agency procedures while remaining adaptive/flexible to changing demands of a growing company
• The ability to travel as required
• Willingness to take on additional duties and responsibilities as need arises.
• Show courtesy and diplomacy with team members, clients, and others inside and outside the agency.

Account Executive - Commercial Lines Insurance  Responsibilities Include:

• Client Book Growth:
  • Partner with producers to formulate a service plan that is tailor-made for clients’ needs by meeting with new prospects and clients in person or virtually. Design insurance and risk management plans for prospects and clients as assigned and directed by Agency management.
  • Grow book of business by sales of new or increased limits of lines of coverage on existing accounts.
  • Partner with other Agency departments, including Personal Lines and Employee Benefits, to cross sell new and existing clients for solicitation of those lines of business.
• Client Book Management and Retention:
  • Conduct periodic coverage reviews and exposure analysis for clients to ensure appropriate program design and implementation.
  • Maintain records according to Agency standards, ensure that procedures are properly followed, and that information is properly documented and readily accessible. Process or oversee daily processes for book of business including renewal summaries, proposals, change requests/endorsements, binders, certificates, policy checking, audits, and accounting as needed.
  • Maintain follow-up and suspense on outstanding orders, correspondence, audits, reports, claims, renewal expirations and follow up promptly on these items.
  • Reviews insurance and indemnification parts of contracts.
  • Manage the accounts receivable on the book of business to assure timely collection of premiums, reconcile accounting discrepancies and follow-up on ageing receivables.
• Manage Client Renewal Process:
  • Attend renewal review meetings with Producers and Team lead to prepare marketing strategies for upcoming renewals.
  • Lead all accounts through the new and renewal process per department procedures. Market accounts to insurance carriers and brokers as needed.
• Uphold Strong Personal Relationships and Team Accountability:
  • Maintain proactive communication with clients, producers and team members including the handling client and/or company questions/issues concerning services rendered or referring complaints of service failures to the appropriate management staff for investigation and resolution.
  • Assist in the development of strong personal relationships with appropriate insurance carrier personnel. Assist Agency in developing carrier relationships by becoming familiar with and executing strategies developed for satisfying carrier goals and objectives.
  • Communicate effectively with team including Producers, Account Managers, Account Coordinators, or Analysts in order to meet essential duties and responsibilities.
  • Continue professional development by attending continuing education courses, seminars and workshops to expand knowledge and gain current market appetites, pricing and products to communicate with team and producers. 

Other titles considered for this role: Client Manager - Commercial Lines, Senior Account Manager - Commercial Lines, Client Advisor - Commercial Lines.

About AssuredPartners of Texas:

AssuredPartners of Texas is a fast-growing, full-service Employee Benefits, HR Outsource, and Property/Casualty Insurance Agency located in north TX. Website: http://www.assuredpartners.com/

AssuredPartners of Texas is a Texas-based insurance broker, outsourcing service provider, and consulting firm that leverages its innovative processes and unique team member abilities to educate businesses, employers, individuals, and families on insurance, so they are empowered to take personal responsibility for protecting the important things in their lives. 

We care about people. We are not perfect, but we genuinely try to live out our core values and work hard to be a great place for contributors to build their careers.  This includes  a competitive salary, bonus opportunities, and an attractive benefits offering.  Equally, if not more important to most, is the track record of growth we have consistently experienced, the fun we have while working hard and winning, and the quality of the people we get to serve with and serve. To get an inside look at our team and culture, please visit us on Facebook at https://www.facebook.com/AssuredPartnersDallasTX

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Keywords: AssuredPartners of Texas, Richardson , Commercial Lines Insurance CSR, Other , Richardson, Texas