Commercial Lines Account Manager

Full Time
Richardson, TX 75080
Posted
Job description

Symphony Risk Solutions is looking for a Commercial Lines Account Manager to manage client accounts with white glove service. The ideal candidate is a self-motivator and poses a strong work ethic. Commercial insurance experience and knowledge is a must. An enthusiastic and friendly personality is an important characteristic for serving our clients and building strong professional relationships. If you feel you fit this description, we would love to talk to you about joining our growing team.

Responsibilities:

  • Manage submissions to carriers, including application preparation.
  • Client management and relationships - handle daily communication with clients.
  • Rating submissions online.
  • Prepare proposals for new and existing clients.
  • Maintain a high degree of accuracy.
  • Service clients by underwriting the account, processing policy changes, handling billing issues and audits.
  • Binding policies.
  • Prepare premium finance agreements.
  • Invoicing policies.
  • Setting up certificates of insurance.
  • Reporting and following up on claims.
  • Adhere to insurance best practices.
  • Perform other responsibilities and duties when needed.

Requirements:

  • 5 + years’ experience in commercial insurance.
  • Strong oral and written communication skills.
  • High School Graduate. College degree preferred but not required.
  • Current insurance license.
  • Experience using an Agency Management System (AMS360 highly desired)
  • Strong work ethic – timely follow up, team oriented, proactive, detail oriented and dependable.
  • Ability to work in an extremely fast paced environment.
  • Comfortable with Microsoft Office products. Deep knowledge of Excel preferred.
  • Keeping informed on industry trends, markets and offerings.

Job Type: Full-time

Schedule:

  • Monday to Friday

Experience:

  • Customer Service: 4 years (Required)

Education:

  • High school or equivalent (Required)

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