Texan Insurance · 1 day ago
Account Manager, Commercial - Zachary, LA
Zachary, LA
Full-time
Hybrid
Entry, Mid Level
2+ years expTexan Insurance is dedicated to protecting what matters most to their clients by providing tailored insurance solutions and exceptional service. They are seeking a highly skilled and motivated Commercial Insurance Account Manager to provide strategic sales support, cultivate client relationships, and contribute to the overall success of their sales and service objectives.
Insurance
Responsibilities
Serves as a direct point of contact to handle client issues and concerns and provides appropriate solutions and alternatives
Generates cross-sales, closes inbound leads, and asks for referrals to grow the agency’s client base
Maintains client retention by researching and resolving problems, reviewing accounts regularly with clients, and recommending coverage enhancements or modifications to protect clients and their assets better
Maintains and grows knowledge in commercial lines of insurance
Prepares and processes quotes, applications, endorsements, payments, and inquiries in line with company and carrier policies and procedures
Assesses client needs and reviews renewals annually, identifying coverage gaps to mitigate client’s risk exposure
Responds to client inquiries and requests related to insurance products promptly
Researches and resolves complex customer service issues, making recommendations to place coverage
Determines client needs by analyzing current coverages and ascertaining long-term needs and potential coverage gaps
Qualification
Required
All candidates must complete the Culture Index
This position is based in Zachary, LA, and there is no relocation assistance provided
Commercial Insurance Account Manager role requires strategic sales support and serving as a critical liaison for new and experienced producers
Conducting comprehensive gap analyses
Navigating complex market dynamics
Negotiating with carriers to secure optimal outcomes
Fostering business growth through effective cross-selling strategies
Results-driven professional adept at cultivating client relationships
Identifying new business opportunities
Contributing to the overall success of sales and service objectives
Assessing client needs, analyzing existing coverage, and anticipating future risks
Delivering exceptional customer service
Serves as a direct point of contact to handle client issues and concerns
Generates cross-sales, closes inbound leads, and asks for referrals
Maintains client retention by researching and resolving problems
Reviews accounts regularly with clients and recommending coverage enhancements
Maintains and grows knowledge in commercial lines of insurance
Prepares and processes quotes, applications, endorsements, payments, and inquiries
Assesses client needs and reviews renewals annually
Identifies coverage gaps to mitigate client's risk exposure
Responds to client inquiries and requests related to insurance products promptly
Researches and resolves complex customer service issues
Determines client needs by analyzing current coverages
In-depth knowledge of commercial insurance products, markets, and coverage options
Understanding of industry regulations, underwriting guidelines, and carrier requirements
Strong ability to assess client needs, identify coverage gaps, and recommend appropriate solutions
Proficiency in conducting risk assessments and mitigating exposure
Skilled in cross-selling, upselling, and generating referrals
Ability to identify and pursue new business opportunities
Effective prioritization and multitasking to manage a high volume of client accounts
Detail-oriented approach to ensure accuracy in policy handling and documentation
Familiarity with insurance management software and CRM tools
Proficiency in Microsoft Office Suite and other digital tools for efficient account management
Commitment to providing timely, professional, and empathetic support
Ability to resolve client issues swiftly while ensuring satisfaction and loyalty
Understanding of premium pricing, loss ratios, and financial impact analysis for clients
Focus on understanding client needs and delivering tailored solutions
Ability to foster and maintain trust with clients, underwriters, and internal teams
Confidently negotiate premiums, terms, and conditions with carriers and clients
Precision in managing policies, endorsements, renewals, and compliance paperwork
Proactive approach to resolving claims, coverage issues, or customer concerns
Flexibility to respond to changes in client needs, market conditions, or company objectives
Clear and effective written and verbal communication for explaining complex insurance concepts
Commitment to ethical practices and confidentiality
Poised demeanor when interacting with clients and stakeholders
Willingness to work closely with sales teams, account executives, and support staff
Capacity to manage stress and remain composed under pressure
Associate degree or equivalent from a two-year college or equivalent work experience
Two years of Commercial Lines experience
Knowledge of various rating platforms
Active State Property and Casualty License
Benefits
Health, dental, and vision insurance, as well as additional coverage options to support your well-being.
A 401(k) plan with company contributions up to 4% to help you build a secure future.
Generous PTO and 12 paid holidays so you can recharge and enjoy life outside of work.
In-house Corporate Trainer to help you grow professionally and create customized training specifically for you, along with opportunities to grow within the company.
A supportive and collaborative team culture where your ideas and efforts are valued.
Opportunities to participate in initiatives that give back to our local community by providing 16 hours of additional PTO to volunteer at an organization of your choosing, plus company-sponsored events.
Company
Texan Insurance
Texan Insurance is an insurance solutions agency.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase