Commercial Lines Account Manager

Company: Tower Street Insurance
Location: Dallas
Posted on: February 2, 2025

Job Description:

Commercial Lines Account Manager

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Tower Street Insurance is a highly reputable and fast-growing agency that is seeking high-achieving, detail-oriented Senior Commercial Insurance Account Managers to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge; as well as value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.
Essential Functions:
Change Requests - including follow-up to Carriers
Endorsement Checking & Processing & updating Service Summary Row
Process Cancellation & Reinstatement
Check Request
Auto ID Cards
Summary of Insurance
Client Portal/Client Access
Policy Checking including Delivery
Importing & Exporting Lists
Review and Process Billing Issues
Process Loss Run Requests for Clients
Adding or Endorsing to Add Policy Lines
Changing Effective & Expiration Dates and Service Summary Row
Set up Certificates - New and Renewal
Renewal Workflow Not Marketed
Flood - Renewals
Bonds - Renewals
Create and Manage Finance Agreements
Process Cancellation - LPR
Setup Renewal Activities for Account Managers
Request Renewal Applications from Carriers & Clients


Required Skills:
Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
Intermediate PC skills, with the ability to effectively utilize the agency's management systems
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required for designated office days
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality


Qualifications:
A Minimum of 2 years as a Commercial Lines Account Manager, along with an understanding of Commercial Property & Casualty insurance coverage, underwriting, and rating concepts.
Applied Epic Agency Management System or similar insurance management system
Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
High School Graduate (College degree - preferred or related work experience)
Must hold a Property & Casualty Insurance License or be willing to obtain one within an agreed-upon timeframe.
Attention to Detail and Organizational Skills
Strong Customer Service and Interpersonal Skills
Time Management Skills along with the ability to work in a team environment
Excellent Written and Verbal Communication


Company Benefits
A company with a Strong Brand and Positive Culture
Competitive Pay (salary and semi-annual bonus potential)
Company paid health premiums
Paid Holidays
401K plan with a discretionary company match
Flexible PTO
Hybrid work opportunities
Training CE classes on and off-site

Keywords: Tower Street Insurance, Haltom City , Commercial Lines Account Manager, Executive , Dallas, Texas