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Commercial Lines Account Manager

Bailey Insurance and Risk Management
Posted 3 months ago, valid for 21 days
Location

Waco, McLennan 76703, TX

Salary

$65,000 - $70,000 per year

Contract type

Full Time

Health Insurance
Paid Time Off

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Sonic Summary

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  • The Account Manager position at Bailey Insurance and Risk Management involves maintaining and expanding client relationships while driving new business sales.
  • Candidates must have a minimum of two years of personal and commercial lines insurance account management experience and hold the necessary insurance license.
  • The role requires strong knowledge of insurance products, excellent organizational skills, and the ability to negotiate and close sales effectively.
  • The position offers a competitive salary along with benefits such as 401(k) matching, health and dental insurance, and paid time off.
  • Flexible work-from-home options are available, making this role suitable for individuals seeking a stable career in a growing industry.
Benefits:
  • Christmas Luncheon
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Training & development
The Account Manager at Bailey Insurance and Risk Management is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.
 
Benefits/Perks:
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry
 
Responsibilities
  • Make sure all insurance policies are renewed for the commercial accounts you are handling.
  • Foster and maintain excellent relationships with clients and agency producers 
  • Complete renewal applications as needed and work with underwriters in arranging the best renewal terms and conditions possible for our insureds.
  • Answer client questions, file claims, issue Certificates of Insurance as requested, and request policy endorsements as needed.
  • Demonstrate a true concern for helping our customers.
  • Check policies as they are received in the agency in order to make sure they are correct
  • Invoice all policies and prepare premium financing notes for those policies that are not direct bill and which the insured desires to finance.
  • Return all calls and emails promptly. 
 
Qualifications
  • Hold the insurance license required by your state and have a minimum of FOUR years of commercial lines experience.
  • A Bachelor's Degree is a big plus.
  • Familiarity with AMS 360 is a big plus!
  • Demonstrate strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations to effectively handle a commercial lines desk.
  • Have a sweet spirit so as to mesh with the amazingly kind and sweet people who work in the agency.
  • Be customer-focused, and professionally assertive in servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.
Flexible work from home options available.



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