Stephens · 1 day ago
P&C Commercial - Senior Account Manager
Houston, TX
Full-time
Hybrid
Senior Level
7+ years expStephens is a company specializing in insurance services, seeking a Senior Account Manager to assist Account Executives in servicing clients and managing accounts. The role involves data entry, client communication, policy management, and supporting sales functions, while also potentially supervising junior team members.
BankingFinanceFinancial Services
Responsibilities
Assist Account Executives servicing existing and prospective customers by performing data entry of information, as well as other tasks related to client and/or their current policies
May be required to travel with Account Executive to meet with clients
Prepare submissions to insurance underwriting markets for review by Account Executive/Supervisor
Send submissions to insurance underwriting markets and negotiate renewal, as directed by Account Executive/Supervisor
Maintain and follow timelines for renewal process
Provide service to existing clients, assisting them with questions, problems, changes, certificates, or other issues regarding their account
Contact client for updated renewal information, order loss runs, and update applications and/or spreadsheets for marketing
Assist account executive and in-house marketing specialists as necessary
Respond to requests for any additional information requested by various markets
Prepare, process, review and monitor policies, renewals, applications, changes, endorsements, binders, contracts, audits, etc. to ensure accuracy and prevention of errors and omissions
Support the sales function through account rounding of existing accounts (new lines of coverage/limits, gaps, and upgrades) by referring new sales opportunities to Account Executives and/or other departments
Policies and Endorsements: enter data, maintain suspense system, scan and attach documents, review and attach spreadsheets for Statement of Value, automobile fleet lists, etc
Invoice transactions for premiums, agency fees, company fees, taxes, etc. and other accounting related functions. Prepare spreadsheets for allocation of premium as requested
Surplus line accounts: check requirements by state to ensure state guidelines are followed with regard to approved carriers, taxes, fees, completion and filing of documents, etc.to avoid fines that may be imposed by states
Assist with and/or complete coverage analysis for review by Account Executives or other senior members of account team
May mentor Assistant Account Managers and/or other junior members of team and review their work
Prepare presentations for client renewals
Coordinate additional services with other teams, including Claims, Loss Control, Management Liability and/or Benefit groups
Perform other tasks as assigned by management
Qualification
Required
Bachelor's degree in a related field
7+ years of related experience and/or training and 5+ years in a Senior Account Manager role
Equivalent combination of education and experience
Texas General Lines Agent Property & Casualty Insurance License
Appropriate insurance licenses in each state where business is being solicited
Ability to obtain other licenses as required
Company
Stephens
Stephens is a privately held financial services firm focused on building long-term relationships and long-term results.
1001-5000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Jason Fair
Senior Vice President
August B. Widmer
Investment Banking Vice President
Recent News
Arkansas Business — Business News, Real Estate, Law, Construction
2025-12-22
2025-12-11
2025-12-11
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