Security Service Federal Credit Union · 3 days ago
Commercial Insurance Account Manager
San Antonio, TX
Full-time
Onsite
Senior Level
5+ years expSecurity Service Federal Credit Union is seeking a Commercial Insurance Account Manager responsible for selling and servicing Commercial Lines insurance accounts. The role involves responding to service requests, following up on leads, and completing various job-related duties to meet organizational goals.
Financial Services
Responsibilities
Responsible for selling and servicing of Commercial Lines insurance accounts
Responds to service requests for existing clients in a professional manner to both inbound and outbound calls and correspondence
Meets service standards for volume, timeliness, and quality
Follows up on incoming leads through various channels and works independently or with teammates to close new business sales
Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values
Qualification
Required
High school diploma or equivalent
Property & Casualty License
Minimum of five (5) years of insurance service experience working with Small and Middle Market accounts
In depth knowledge of all commercial lines insurance products
Experience using Vertafore/AMS360 or similar Agency Management System
Knowledge of rating procedures, coverages, underwriting and industry operations
Basic knowledge of Microsoft Word and Excel
Perform a large number of steps in complex system with accuracy and speed
Extensive knowledge of Excess & Surplus (E&S)
Preferred
Industry designation desirable (CPCU, AINS, AIS, CISR)
Knowledge of processing bonds such as bid, payment, and performance bonds would be a plus
Communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately
Retain existing business
Bilingual (Spanish) is a plus
Company
Security Service Federal Credit Union
Security Service Federal Credit Union gives financial products and services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Leek
Executive Vice President / Chief Operating Officer
Recent News
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2025-06-10
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