Heartland Security Insurance Group · 3 days ago
Commercial Lines Associate Account Manager
Tyler, TX
Full-time
Hybrid
Entry, Mid Level
1+ years expHeartland Security Insurance Group is a diversified risk management company providing a complete portfolio of services. The Commercial Lines Associate Account Manager will be responsible for servicing and handling commercial accounts, coordinating renewals, and maintaining client relationships.
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 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
Provide backup and support for other team members
Pursue a program of personal and professional development through Total CSR
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Qualification
Required
High school diploma or equivalent and/or college degree
Hold a valid Texas General Lines Agent License
At least one year of commercial experience
Proficient in tasks such as policy checking, endorsement and audit processing
Preferred
College degree
A minimum of one of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS
A minimum of two years of commercial lines insurance experience
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