What are the responsibilities and job description for the Commercial Account Manager position at Texas First Bank?
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Join a great team and workplace! Texas First Insurance has served Texans since 1925. It is a community-based independent agency with deep roots and a solid reputation in the industry. Our mission is to protect our client's assets through a commitment to personally understanding and mitigating their risks, which drives us daily. Our clients make us who we are, and we are committed to helping them succeed and build up our local communities.
Job Summary
Responsible for providing the highest customer service to Commercial Lines Accounts for an independent insurance agency. Provide this service by developing a professional rapport with clients, company representatives, and business associates by maintaining knowledge of commercial lines coverage and company underwriting guidelines.
Responsibilities and Duties
- Process all aspects of renewal policies or new policies for existing clients; this may include obtaining updated underwriting information, completing, and submitting submissions to companies, ordering loss runs to provide loss history/summary, rating, securing quotations, calculating premium notes, preparing a proposal for client and/or Account Executives.
- Order policies or policy changes, including updating exposures in the database system.
- Issue certificates of insurance, which may include reviewing the client's contract insurance requirements to determine compliance, evidence of insurance, and Auto ID cards.
- Process policies and endorsements received from the companies, including invoicing and attaching to the AMS360 database.
- Process audits, including review for accuracy, invoicing, and collection procedures.
- Coordinate collection efforts with account executives, including contact with clients and finance companies and account reconciliations.
- Utilize and maintain suspense in the database.
- Maintain written, telephone, and oral communication documentation from all sources by logging and/or attaching it to the database.
- Provide backup to other Commercial Lines Managers as needed.
- Verify coverage and report claims in the absence of the Claims Supervisor.
Job Skills and Qualifications
- High School Diploma or Equivalent.
- Five or more years of Commercial Lines Insurance experience with a current Texas General Agents License preferred.
- Experience with AMS360 preferred.
- Ability to work in a paperless environment.
- Organizational skills, ability to prioritize, manage time, multi-task, and work flexibly.
- MS Office Word, Excel, and data entry skills.
- Knowledge of coverages, rating rules/regulations, and underwriting guidelines.
- People skills and negotiating abilities.
- Math aptitude and analytical abilities.
- Awareness of E & O exposure and use of E & O prevention techniques.
EOE/Disability/Veteran
