Commercial Lines Account Manager

Job Description

Job Description

About Us:

Benchmark Insurance Group of Texas is a dynamic, fast-growing wholesale and retail brokerage specializing in the real estate, construction, and hospitality sectors. We offer comprehensive risk management solutions by leveraging market-leading technologies to enhance underwriting, claims handling, and policy servicing. We focus on transparency, strategic coverage comparison, and building strong, long-term relationships. We’re not just looking for employees; we’re looking for committed partners eager to grow with us and redefine the future of insurance.

The Role:

As a Commercial Account Manager, you will be responsible for managing a portfolio of commercial accounts, ensuring clients receive excellent service and the right coverage solutions. You will play a crucial role in supporting clients through the policy lifecycle, providing proactive communication, and identifying opportunities to enhance client satisfaction and retention. If you excel in managing relationships, possess a deep understanding of commercial insurance, and enjoy working in a fast-paced, client-focused environment, this role is for you.

Why Join Us?

• Be part of a company that prioritizes professionalism, innovation, and relationships.
• Engage with a diverse portfolio of clients in high-growth sectors.
• Contribute to a collaborative environment that values long-term partnerships.
  

Job Roles & Responsibilities

Account Management & Client Service

• Serve as the primary point of contact for assigned commercial accounts, ensuring timely and effective communication with clients.
• Address client inquiries, manage endorsements, renewals, and claims with precision and speed.
• Review client portfolios regularly, ensuring adequate coverage and identifying opportunities for cross-selling or up-selling additional products.

Client Retention & Satisfaction

• Manage the renewal process, proactively identifying coverage gaps and presenting alternative solutions to maintain high client retention rates.
• Conduct periodic reviews and coverage assessments with clients to enhance satisfaction and ensure proper risk management.

Team Collaboration

• Collaborate with underwriters, claims specialists, and sales teams to deliver seamless service and ensure the best outcomes for clients.
• Provide input on client needs, market trends, and service improvements to management.

Documentation & Complianc e

• Ensure accurate documentation of client interactions, policies, and changes within the agency management system.
• Stay updated on industry trends and regulatory requirements to provide compliant and relevant coverage solutions.

Sales Support & Strategy

• Assist Account Executives with new business development by supporting sales presentations, providing coverage recommendations, and preparing proposals.
• Contribute to the growth of Benchmark’s market share by actively identifying leads and referring prospects.

Qualifications Needed:

• State-issued, valid insurance license(s) required: Property and Casualty Insurance License (required)
• Previous experience in the insurance industry as an account manager for commercial lines (required)
• A thorough understanding of a variety of insurance company policies and insurance coverage offerings, including their costs and benefits
• Sound knowledge or eagerness to learn the intricacies of working procedures within commercial enterprises to best advise clients on relevant policies
• Proficient in Microsoft Office programs such as Word and Excel (required)

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Supplemental Pay:

• Bonus opportunities
• Commission pay
• Percentage of Revenue Bonus

Education:

• High school or equivalent (Preferred)

Experience:

• AMS360: 2 years (Preferred)
• Insurance sales: 3 years (Preferred)

License/Certification:

• Property & Casualty License (Required)

Work Location: In person