Pathfinder/LL&D Insurance Group · 1 month ago
Commercial Lines Account Manager
Houston, TX
Full-time
Onsite
Senior Level
5+ years expPathfinder/LL&D Insurance Group is seeking a Commercial Lines Account Manager to provide service and marketing support on commercial accounts. The role involves maintaining communication with clients and carriers, preparing applications, and ensuring effective servicing of accounts.
Commercial InsuranceInsurance
Responsibilities
Team player, that works well with others
Ability to provide day to day and renewal service to accounts with premium(s) $20,000 and above
Maintain direct communication with carrier underwriters and clients on servicing of accounts; determine resolutions and provide day to day servicing
Obtain online quotes via carrier websites and/or by email with carriers for coverage on existing clients
Prepare/Complete applications and other documents for submissions and market new and renewal business in conjunction with Marketing Team and Producers
Maintain controls on renewal expirations and binders
Experience creating coverage comparisons when analyzing risks
Capable of identifying coverage gaps and suggesting coverage enhancements
Ability to act as an intermediary between clients and the carriers, if assigned accounts experience a claim
Skill initiating account rounding opportunities
Capable of completing tasks with little supervision
Experience with Microsoft Office – Outlook, Word, and Excel (coverage related spreadsheets)
Experience using Applied/Epic (Agency Management Software) is a plus, but not required
Experience using Applied CSR24 is a plus, but not required
Due to changing business conditions, management may request that additional duties or functions are necessary to fulfill the job requirement
Qualification
Required
High school diploma with college degree or business school desirable
At least five years of experience in underwriting or insurance agency service position
Above average phone personality and ability to deal with people
Knowledgeable in multiple lines of Commercial Property and Casualty Insurance
Holds professional designation or is actively pursuing (CISR, CIC, CPCU)
Holds Texas Property/Casualty Insurance Agents License
Team player, that works well with others
Ability to provide day to day and renewal service to accounts with premium(s) $20,000 and above
Maintain direct communication with carrier underwriters and clients on servicing of accounts; determine resolutions and provide day to day servicing
Obtain online quotes via carrier websites and/or by email with carriers for coverage on existing clients
Prepare/Complete applications and other documents for submissions and market new and renewal business in conjunction with Marketing Team and Producers
Maintain controls on renewal expirations and binders
Experience creating coverage comparisons when analyzing risks
Capable of identifying coverage gaps and suggesting coverage enhancements
Ability to act as an intermediary between clients and the carriers, if assigned accounts experience a claim
Skill initiating account rounding opportunities
Capable of completing tasks with little supervision
Experience with Microsoft Office – Outlook, Word, and Excel (coverage related spreadsheets)
Proficiency of the traits marked above require English for business letters, memos, customer interaction, presentations, proposals, employee communications, community work etc
Preferred
Experience using Applied/Epic (Agency Management Software) is a plus, but not required
Experience using Applied CSR24 is a plus, but not required
Company
Pathfinder/LL&D Insurance Group
We go where other insurance providers cannot or will not go.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Scott West
Chief Executive Officer
Wes Kurtz
Chief Operating Officer
Company data provided by crunchbase