Commercial Account Manager jobs-in Boerne,TX,US

Commercial Account Manager

The Commercial Account Manager is responsible for supporting producers and clients by preparing new business and renewal submissions, obtaining quotes from carriers, coordinating coverage placement, and ensuring all documentation and policy information is accurately maintained within HawkSoft. This role plays a key part in managing the submission, quoting, binding, and documentation process for commercial insurance accounts.

Key Responsibilities

New Business & Submissions

• Prepare complete submissions for new business including:
• ACORD applications (125, 126, 131, 140)
• Supplemental applications
• Loss runs
• CoStar reports
• Brief description of insured operations
• Review submission materials to ensure completeness and accuracy prior to marketing.

Marketing & Carrier Communication

• Send submissions to appropriate MGA's and carriers for quoting.
• Follow up with carriers to confirm receipt, rating status, and obtain quotes.
• Maintain communication with carriers during the underwriting and quoting process.

Quoting Coverage

• Workers Compensation
• Employment Practices Liability (EPLI)
• Cyber Liability
• Umbrella / Excess Liability
• BOP
• Auto

Proposal Preparation

• Prepare professional proposals for producers to present to clients.
• Ensure all quoted coverages and options are clearly outlined for review.

Policy Binding & Documentation

• Bind coverage upon approval and confirmation of terms.
• Confirm all required documentation is uploaded and properly listed within HawkSoft.
• Ensure each line of business is accurately entered and coverage is confirmed as bound.

Certificate of Insurance Management

• Create and maintain the Master Certificate of Insurance (COI).

Client & Producer Support

• Assist producers with account servicing needs.
• Aid in communication with insured clients as necessary regarding coverage, documentation, or underwriting requirements.

Systems & Record Management

• Set up new business and renewal policies in HawkSoft.
• Maintain accurate and complete account records in the agency management system.
• Ensure all activities, documentation, and coverage details are updated in HawkSoft.

Inspections

• Coordinate and manage carrier inspections as required for policies.

Skills & Qualifications

• Knowledge of commercial insurance coverages and policy structures
• Experience with HawkSoft or agency management systems preferred
• Strong organizational and follow-up skills
• Ability to communicate effectively with carriers, producers, and clients
• Attention to detail and ability to manage multiple submissions simultaneously