Securance Corporation Agency · 1 day ago
Personal Lines Insurance Account Manager
Houston, TX
Full-time
Onsite
Mid LevelSecurance Corporation Agency is seeking a Personal Lines Insurance Account Manager to oversee assigned client accounts. The role involves managing daily servicing, billing, claims assistance, and marketing of insurance policies to ensure client satisfaction and retention.
Commercial InsuranceHealth CareHealth InsuranceInsurance
Responsibilities
Pre-qualifies new business according to agency standards
Assists clients with making coverage changes in an automated environment supported by electronic filing; handles billing as needed and invoices accordingly; uses each contact with the client as an opportunity to review the whole account, round it and market
Informs and educates clients about policy coverage, changes, exclusion, and insurance coverage needs
Provides technical support to producer(s) to benefit clients and to reach agency’s strategic business goals
Prepares proposals and completes application in coordination with producer(s); submits applications to eligible and appropriate carriers; obtains client signatures on all applications and required forms; follows up to ensure timely receipt of quotes and policies
Responds to clients’ needs by producing binders, ID cards, policies, endorsements, and other related items; and verifies their accuracy
Actively seeks referrals from client base; offers additional coverages and rounds out accounts through sales to clients; keeps good documentation of all contacts
Refers current and prospective clients to Life/Benefits Department and to Commercial Lines for solicitation of those lines; assists in profiling the current book of business for marketing purposes
Assists in designing of, or independently designs, insurance plans for clients as assigned and directed by the agency management
Assists or completes other tasks as directed by agency management
Prepares summaries of insurance, schedules, and proposals as needed for account review
Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producer(s)
Renews policies following agency standards; verifies each renewal’s accuracy; ensures that all renewals are billed or invoiced as needed
Verifies policy and change information, facilitating corrections when necessary
Processes incoming phone, mail or email requests, responding promptly and appropriately
Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed
Follows agency’s collection policy in invoicing and pursuing prompt payments, requests cancellations from the carrier according to agency standards
Determines reasons for requests for cancellations; acts to save accounts; notifies producer(s) according to agency standards
Processes and follow up on cancellations request to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible
Assists clients in submitting first reports of claims, obtaining adjuster’s contact information; facilitates prompt response from carrier staff and follows up on claims status to keep insureds and producer(s) informed and to work towards settlement of claims; uses each claim contact as an occasion to review coverages and market as needed
Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
Maintains a cordial and effective relationship with clients, producers, co-workers, carriers, vendors, and other business contacts. Interacts with others effectively by utilizing good communications skills, cooperating purposefully
Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
Maintains up-to-date technical skills and understands how to perform technical tasks needed
Qualification
Required
Property & Casualty License
College education or equivalent insurance experience
Ability to communicate orally and in writing to explain complex issues, receive and interpret complex information, and respond appropriately; and ability to understand written and oral communication, and interpret abstract information
Full knowledge of insurance products, coverages and rating procedures, and carrier guidelines to effectively manage, maintain, and write new business and service the policies of clients and/or prospects
Ability to carry out complex tasks with many concrete and abstract variables
Understanding of basic math and ability to accurately perform simple calculations involving decimals and fractions
Ability to utilize computer programs, specifically Microsoft Office suite (Outlook, Word, Excel, etc.) and the Agency Management System (Applied Epic) and understand its functionality and the required workflows
Company
Securance Corporation Agency
Securance is a 50 year old independent insurance agency that is focused on delivering client specific solutions in property & casualty, employee benefits, bonds and personal lines coverage.
Founded in 1970
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase