Senior Commercial Lines Account Manager at Tower Street Insurance
Dallas, TX 75244
About the Job
Senior Commercial Lines Account Manager
Tower Street Insurance is a highly reputable and fast-growing agency seeking high-achieving, detail-oriented Senior Commercial Insurance Account Managers to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge; as well as value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.
Essential Functions:
- Change Requests – including follow-up to Carriers
- Endorsement Checking & Processing & updating Service Summary Row
- Process Cancellation & Reinstatement
- Check Request
- Auto ID Cards
- Summary of Insurance
- Client Portal/Client Access
- Policy Checking including Delivery
- Importing & Exporting Lists
- Review and Process Billing Issues
- Process Loss Run Requests for Clients
- Adding or Endorsing to Add Policy Lines
- Changing Effective & Expiration Dates and Service Summary Row
- Set up Certificates – New and Renewal
- Renewal Workflow Not Marketed
- Flood – Renewals
- Bonds – Renewals
- Create and Manage Finance Agreements
- Process Cancellation – LPR
- Setup Renewal Activities for Account Managers
- Request Renewal Applications from Carriers & Clients
Required Skills:
- Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
- Intermediate PC skills, with the ability to effectively utilize the agency's management systems
- Ability to work within a fast-paced, changing priority environment
- Self-motivated, with the initiative to prioritize and be self-directed
- Regular and punctual attendance is required for designated office days
- Ability to communicate effectively, both verbally, and in writing
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Qualifications:
- A Minimum of 5 years as a Commercial Lines Account Manager, along with an understanding of Commercial Property & Casualty insurance coverage, underwriting, and rating concepts.
- Applied Epic Agency Management System or similar insurance management system
- Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
- High School Graduate (College degree – preferred or related work experience)
- Must hold a Property & Casualty Insurance License or be willing to obtain one within an agreed-upon timeframe.
- Attention to Detail and Organizational Skills
- Strong Customer Service and Interpersonal Skills
- Time Management Skills along with the ability to work in a team environment
- Excellent Written and Verbal Communication
Company Benefits
- A company with a Strong Brand and Positive Culture
- Competitive Pay (salary and semi-annual bonus potential)
- Company paid health premiums
- Paid Holidays
- 401K plan with a discretionary company match
- Flexible PTO
- Hybrid work opportunities
- Training CE classes on and off-site
