Account Manager

Account Manager is responsible for daily servicing of commercial clients. This position assists in the service, production, and retention of new and renewal clients while maintaining high serve standards. Also responsible for developing relationships with carriers and insureds. This role is centered on account management and client support rather than sales development. Duties include but are not limited to: • Manages assigned accounts on a day-to-day basis which includes coordinating all services, answering questions, and resolving problems which may arise. • Maintains a concern for timeliness and completeness when interacting with clients, agency, and company personnel. • Responsible for having an understanding of assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage. • Responsible for making sure that all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides coverage that was presented to the insured in our proposal. • Prepares thorough and complete submissions for the marketing of accounts. • Initiate contact with the insurance carriers and submit marketing requests. • Track status of marketing submissions. • Provide carriers / underwriters with updated information as requested. • Compile, review, and respond to all quotations and declinations. • Answer intermediate coverage questions, i.e. policy coverage questions, scenario questions, how coverage applies etc. (may need to pull policy for answers) • Review policies and endorsements for accuracy. • Manage and maintain expiration lists. • Other duties as assigned.Knowledge and Skills: • Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy. • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities. • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment. • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company. • Demonstrate consistently positive customer service skills focused on client and employee retention. • Perform job responsibilities in accordance with policies and applicable laws. • Must be comfortable with internet based programs as well as advanced knowledge of Microsoft office products. • Make effective independent decisions regarding duties and responsibilities. Education and Experience: • Bachelor’s degree or equivalent preferred. • 3+ years’ experience in an Account Management Role• Ability to go onsite 5 days a week in Richardson, Texas