GuideStone Financial Resources · 2 weeks ago
Commercial P&C Account Manager
Dallas, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expGuideStone Financial Resources is an innovative organization that invests in the development of its employees. The Commercial P&C Account Manager is responsible for policy implementation, ongoing account stewardship, and client retention within a portfolio of commercial insurance accounts, ensuring exceptional service delivery and supporting sales and marketing efforts.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
Facilitate the handoff of new business from the Producer to the account management team and assume account ownership immediately following binding, conducting comprehensive account setup and client onboarding
Review all bound policies for accuracy, coverage adequacy, and proper endorsements before delivery to client
Submit new business bind order(s) to the Carrier, including collecting and providing any required binding documents or conditions
Generate and distribute certificates of insurance, process mid-term changes, and manage the renewals or cancellations process accordingly
Support new business producers during the quoting and pre-bind process as needed
Serve as the primary point of contact for assigned client portfolio
Conduct annual client meetings to assess coverage needs, identify risks, and recommend solutions
Develop and maintain a high retention rate through exceptional service delivery and relationship management with clients, insurance carriers, and internal stakeholders and teams through collaboration
Assist clients with ongoing service needs, including billing inquiries, payroll audits, coverage questions, and proof of coverage requests
Provide technical support and guidance to clients regarding claim filing
Ensure efficient handling of all broker-managed commercial policy renewals to maintain client satisfaction, retention, and compliance with underwriting guidelines
Manage the renewal process by requesting and tracking carrier quotes, evaluating terms and coverage options, and preparing proposals for broker presentations
Identify opportunities for upselling or cross-selling additional coverages during the renewal process
Collaborate with other GuideStone products to introduce any new business cross-selling opportunities
Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios
Qualification
Required
Bachelor's degree and/or minimum 2 years of related commercial experience
Active Property & Casualty (P&C) License required
Working knowledge of available commercial lines coverages based on business and industry
Extensive knowledge of commercial insurance industry, including the legal and compliance requirement for such coverage
Proficiency in Microsoft Office Suite
Excellent organizational skills, with ability to prioritize tasks and manage multiple projects with adherence to deadlines
Strong analytical and problem-solving capabilities
Excellent written and verbal communication skills for client, internal leadership, and carrier interactions
Detail-oriented approach with commitment to accuracy and quality control
Client service mindset with focus on building long-term relationships
Collaborative team player who is proactive in seeking out responsibility and supporting those around them
Demonstrate willingness to mentor and provide formal guidance to junior team members
Adaptability and resilience in a dynamic work environment
Professional judgment and discretion in client and market interactions
Limited travel required for client meetings, risk assessments, and industry events (5-10%)
Preferred
Experience with Applied Epic or similar AMS
CRM platform proficiency (Dynamics) for client communication and activity tracking
Benefits
Generous benefits package
Flexible work schedules
The opportunity to be involved in community outreach
Tuition reimbursement
Company
GuideStone Financial Resources
GuideStone® provides churches, ministries, faith-aligned institutions and Christian households with financial solutions that support our shared biblical values — equipping believers to lead resilient lives and advance the Kingdom of God.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.19MKey Investors
Georgia Baptist Health Care Ministry Foundation
2024-02-08Grant· $0.19M
Leadership Team
Mark Borchgardt
Chief Financial Officer
John R. Jones
Chief Operating Officer
Recent News
Business Insider
2025-03-23
Company data provided by crunchbase