[Remote] Commercial Account Manager

Note: The job is a remote job and is open to candidates in USA. Questpro is recruiting for a highly respected, long-standing Dallas-based insurance agency seeking a Commercial Account Manager to support producers and their existing client base. The role focuses on servicing commercial insurance clients, managing account workflows and renewals, and coordinating with carriers.

Responsibilities

• Provide support to assigned Producer(s)
• Client Relationships – assist clients with all policy and coverage questions on a day-to-day basis
• Maintain client files in Applied Epic in an orderly and up-to-date manner according to Agency standards
• Effectively manage Epic Home Page, to include timely Activity review, documentation and processing
• Assist in marketing new and renewal business, negotiate rates, review coverages for competitiveness and accuracy, assist in presenting to clients as needed
• Prepare documents for renewal terms, including proposals, Acord forms, Binders, and Certificates of Insurance
• Review issued policies for accuracy and appropriate coverages
• Manage new business workflow
• Comprehend and interpret Insurance Contract requirements for Certificates
• Manage renewal list – work renewals in a timely manner and report on status
• Manage invoicing and account receivables
• Claims – walk clients through process, including claim submission, follow-up and overall communication
• Carrier Relationships – establish relationships with key carrier Marketing & Underwriting contacts

Skills

• External candidates should have 2-4 years of related Account Manager experience
• Experience with Applied EPIC
• Understanding of property & casualty coverages, knowledge of underwriting and rating procedures
• High School Graduate
• Work-related experience
• Must hold a valid Property & Casualty Insurance license
• Desire to pursue industry designation
• Proficient in Microsoft Word, Excel, and Outlook
• College degree
• Related industry designation

Benefits

• 100% remote for candidates residing in Texas (after 1st week of training at the Dallas office)
• Medical is paid for by the company
• Flexible work schedule - 7.5 work day
• TONS of growth opportunities

Company Overview