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Stephens · 3 days ago

PC Commercial Lines - Account Manager

Houston, TX

Full-time

Hybrid

Senior Level

5+ years exp

Stephens is a company focused on providing exceptional client service in the insurance sector. The Account Manager will be responsible for managing client insurance needs, conducting reviews, and ensuring retention, while also handling various operational tasks and maintaining high standards of service.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Excelling in customer service by addressing all aspects of client insurance needs in a timely manner

Maintaining retention by conducting annual reviews with clients, providing stewardship reports, insurance schedules, and proposals, and managing pre-renewal activities for premier clients

Handling tasks such as endorsements, invoicing, file setup, and addressing any accounting issues arising from internal operations or carrier-related matters

Performing new business processes, obtaining signatures and required documents, validating policy accuracy, delivering welcome packets, and reviewing any necessary corrections with the client and carrier

Effectively communicating with clients and insurance carriers to review policy and premium agreements and process policy transactions

Issuing binders, insurance certificates, auto ID cards, and other documentation as required

Manage, organize, and conduct client meetings, virtually or physically, as necessary and coordinate client renewal meetings/calls to ascertain changes in their risk exposures or program concerns

Initiating applications/submissions, assembling loss and exposure histories, and creating marketing documentation for account executives and clients

Reviewing and validating ratings, premium and tax calculations, and premium-bearing endorsements

Demonstrating expertise in insurance coverage forms, Acord forms, rating plans, risk finance/deductible program mechanics, and interacting with underwriters on diverse matters

Providing analytical support to clients and offering solutions to routine problems

Dutifully respond to underwriters’ queries promptly and offer guidance to clients on submitting first claims reports, ensuring swift carrier response

Executing policy renewals as required, issuing proofs of insurance, delivering or canceling policies as needed, and preventing any lapse in coverage

Maintaining a high level of precision in managing agency and document systems

Acting independently with minimal supervision and performing other tasks as assigned by management

Staying up-to-date with industry updates and changes, facilitating exceptional client service and account development within the scope of Stephens' Core Values

Qualification

Insurance expertiseClient communicationPolicy managementAnalytical supportInsurance licensesCustomer serviceOrganizational skillsTeam collaboration

Required

Bachelor's degree in a related field

5+ years of related experience and/or training

Equivalent combination of education and experience

Appropriate insurance licenses in each state where business is being solicited

Company

Stephens

Glassdoor3.8

Stephens is a privately held financial services firm focused on building long-term relationships and long-term results.

Founded in 1933

Little Rock, Arkansas, USA

1001-5000 employees

https://www.stephens.com

H1B Sponsorship

Stephens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (3)