Job Description
Job Description
Hoops HR is seeking a Remote Senior Account Manager on behalf of a leading insurance agency to join their Commercial Lines team!
- Salary: Competitive salary with bonus structure and full benefits ($70k-$85k depending on experience)
- Office Location: Fully Remote. Office located in Plano, TX 75074
- Work Hours: Monday through Friday roughly 8 AM to 5 PM CST
- Our Awesome Benefits:
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company
- Tuition Reimbursement
- Employee Referral Program
Commercial Lines Senior Account Manager Role Overview:
The Commercial Lines Senior Account Manager will provide a high level of customer service to clients and sales support to the Production team for our book of clients. The Commercial Lines Senior Account Manager position includes collaborating with agency personnel in the production of new and renewal accounts by assisting in selling, marketing, and servicing in keeping with Agency and individual Producer goals. You may also provide field service in support of Producer activities, including designing the proper insurance and risk management products.
Commercial Lines Senior Account Manager Role Responsibilities:
- Client Book Growth:
- Partner with producers to formulate insurance and risk management plans that are tailor-made for clients’ needs
- Meet with new prospects and clients in person or virtually
- Grow the book of business by new sales or increased coverage limits on existing accounts
- Partner with other Agency departments, including Personal Lines and Employee Benefits, to cross-sell new and existing clients
- Client Book Management and Retention:
- Conduct periodic coverage reviews and exposure analyses for clients to ensure appropriate program design and implementation
- Maintain records according to Agency standards and processes. Ensure information is properly documented and readily accessible
- Oversee daily processes for the book of business including renewal summaries, proposals, change requests/endorsements, binders, certificates, policy checking, audits, and accounting as needed
- Maintain follow-up and suspense on outstanding orders, correspondence, audits, reports, claims, and renewal expirations
- Reviews insurance and indemnification parts of contracts
- Manage account receivables to ensure timely collection of premiums, reconcile accounting discrepancies and follow up on aging receivables
- Manage Client Renewal Process:
- Attend renewal review meetings with Producers and Team lead to prepare marketing strategies for upcoming renewals
- Lead all accounts through the new and renewal process. Market accounts to insurance carriers and brokers as needed
- Uphold Strong Personal Relationships and Team Accountability:
- Maintain proactive communication with clients, producers, and team members including handling client and/or company questions/issues appropriately
- Develop strong personal relationships with appropriate insurance carrier personnel and become familiar with carrier product options
- Communicate effectively with the team including Producers, Account Managers, Account Coordinators, or Analysts
- Continue professional development by attending continuing education courses, seminars, and workshops
Commercial Lines Senior Account Manager Requirements:
- 5+ years in insurance required (3 years in a Senior Account Manager role highly preferred)
- Active TX State Property and Casualty Insurance license required
- Experience managing middle to large market commercial accounts preferred (real estate experience highly preferred)
- Experience with Insurance Agency Software (Applied Epic preferred)
- High level of proficiency using online rating systems, maintaining underwriter relationships, and experience working with wholesale brokers
- Commit to, utilize, and follow Agency procedures while remaining adaptive/flexible to changing demands of a growing company
- The ability to travel locally as required
EEOC Statement
We are committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. We are bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!