Commercial Lines Account Manager (American Casualty Insurance Agency)

Commercial Lines Account Manager (American Casualty Insurance Agency)

Acrisure | Taylor, TX, 76574, US
Salary Range:$42,000 – $56,000 Salary range estimated by Zippia

Posted 19 days ago

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American Casualty Insurance Agency, an Acrisure agency partner, is a full-service insurance agency. We are specialists in insurance packages to fit your needs, including Commercial-Business Insurance, Home and Auto Insurance, Farm and Ranch, Health Insurance, Life Insurance, Long-Term Care Insurance, Bonds, and more.

Position Summary:

We are currently looking to add a Commercial Lines Account Manager to our growing team. This position is responsible for providing prompt courteous service to our clients and support to our Account Executive Staff.

This position offers the individual to sit remotely.

Essential Duties and Responsibilities:

* Establish and maintain relationships with client utilizing excellent verbal and written communication in all phone calls
* emails and any other correspondence
* Prepare complete renewal submissions including updating coverages, questionnaires, applications, and other
* required spreadsheets as directed by Account Executive
* Process endorsements and ensure they are correct as requested and update EPIC
* Process Auto changes upon receipt from client by notifying carrier and issuing ID card
* Skillfully use agency management system (EPIC) to effectively manage daily activities, email, suspense items, etc.
* Consult with Account Executive to establish renewal marketing strategy 120 days prior to expiration date
* Prepare summaries of insurance, schedules and proposals as requested by Account Executive
* Provide direct support for Account Executive in handling day-to-day client needs in a professional manner

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

* High School Diploma or the recognized equivalent is required
* Property & Casualty insurance license, required
* Minimum of three (3) years commercial insurance industry experience or related work, required
* One (1) year of Contractor, Flood, Windstorm insurance experience, preferred
* Insurance designations preferred but not required

Technology Skills:

* Applied Epic or similar agency management software experience, preferred
* Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Other Qualifications:

* Attention to detail and commitment to a high level of accuracy
* Ability to maintain a professional demeanor and positive attitude
* Maintain a sense of urgency and ability to work with and meet specific deadlines
* Ability to multi task, prioritize, work independently and use discretion surrounding sensitive information
* Time Management Skills with ability to prioritize workload
* Ability to work independently and with a high degree of interaction with Account Executives and Producers
* Technical Skills - excellent written and verbal communication skills, ability to comprehend written/verbal instructions

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

* Moderate stress due to regular deadlines and daily challenges
* High finger dexterity while typing documents and forms
* Occasionally lift up to 20lbs

Work at Home

Our Office has transitioned to a work from home/remote environment.

We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off and 401k plan

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Acrisure's Human Resources Talent Department.