Licensed Commercial Insurance Account Manager Remote
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Overview
Job Description
Our family-owned insurance agency has been providing personalized insurance solutions to our clients for over 40 years.
We are currently seeking an experienced Property and Casualty Commercial Customer Account Manager to join our team. In this role, you will be responsible for managing a portfolio of commercial lines accounts, quoting new & renewal business, providing exceptional customer service, and maintaining strong relationships with clients. Seeking candidate with at least 5 years experience.
Texas P&C Insurance License Required
Salary Range: $58000.00 - $75000.00 per year
BenefitsAnnual Base Salary Based on Experience
Paid Time Off (PTO)
Work from Home
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Pay Raise Opportunities
Paid CE's & Licensing Renewals
Freshbenies Teledoc Plan
Work-Life Balance
Paid Holidays
Home work equipment supplied
Weekly Team Meetings
Team Building Events
Monthly Bonus Opportunities
Annual Holiday Bonus Opportunity
Staff Lunches
Responsibilities
-Manage a portfolio of accounts and handle all aspects of the client relationship, including policy changes, billing inquiries, and claims reporting
-Maintain client files and ensure accurate account information
-Quoting new business & renewal accounts with various insurance carriers & brokers
-Submits applications to eligible and appropriate carriers/underwriters; obtains client signatures on all applications
-Work with insurance carriers to ensure clients have the most comprehensive coverage options available
-Coordinate preparation of summaries of insurance, schedules, loss summaries, proposals
-Identify opportunities for cross-selling and upselling insurance products to existing clients
-Continuously stay up-to-date on industry trends and changes in underwriting guidelines
-Secure all Trailing Documents from customers.
-Handle all incoming claim calls from customers.
-Complete Evidence of Insurance requests.
-Document each customer contact in Agency Management System
-Claims follow up calls
-Assist with other office duties as needed
Requirements-Must be licensed in Property and Casualty insurance
-A minimum of 5 years experience in the insurance industry in commercial lines
-Ability to quote in various Insurance Carrier Platforms
-Ability to create Acord Forms
-Very Knowledgable in commercial property insurance
-Strong communication and interpersonal skills with the ability to build and maintain strong relationships with clients
-Excellent organizational and time-management skills with the ability to multitask and prioritize tasks effectively
-Proficient in Microsoft Office and experience with agency management systems
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