Heartland Security Insurance Group ยท 2 hours ago
Commercial Lines Account Manager
United States
Full-time
Remote
Mid Level
3+ years expHeartland Security Insurance Group is an organization focused on creating a supportive work environment for its associates. The Commercial Lines Account Manager will be responsible for servicing and handling commercial accounts, ensuring customer satisfaction, and maintaining client relationships while contributing to the agency's objectives.
Financial ServicesInsuranceRisk Management
Responsibilities
Provide technical support for the producer in maintaining existing commercial accounts in accordance with the objectives and procedures outlined in the agency procedures and workflows
Responsible for coordinating the renewal process, account development and retention of existing customers
Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs
Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons
Ability to handle insured and underwriting questions
Ability to create and process finance agreements
Orders and issues binders, certificates, policies, endorsements, and other related items
Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports
Proficient in all Account Processor and Associate Account Manager essential functions & responsibilities
Responsible for maintaining the integrity of client and policy information in the agency management system
Establish and build relationships with customers and carriers
Prepare and maintain reports that may be required by management
Provide backup and support for other team members
Pursue a designation program of personal and professional development
Qualification
Required
High school diploma or equivalent and/or college degree
Hold a valid Texas General Lines Agent license
At least three years of commercial lines insurance experience
Intermediate to advanced-level proficiency with Microsoft Office
Ability to learn the agency management software
Ability to work with internal and external clients at all levels
Ability to follow directions
High level of organizational skills
Ability to work independently self-motivated and meets timed deadlines
Ability to follow processes and procedures set forth by the agency
Ability to problem solve
Strong attention to detail and the ability to work with a high degree of accuracy
Ability to work with a team
Ability to communicate professionally, both oral and written
Ability to build and maintain client relationships
Preferred
College degree
A minimum of one of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS
Benefits
Medical, Dental, Vision & Life Insurance
401(k) and Employee Stock Ownership Plan
Generous Paid Time Off & Paid Holidays
Free Employee Assistance Program
Work/Life Balance
Remote, On-Site & Hybrid Availability
Company
Heartland Security Insurance Group
Heartland Security Insurance Group is an insurance holding company comprised of eight individual companies.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Karlista Patterson
CFO
Company data provided by crunchbase