Commercial Lines Insurance Account Manager Tomball

Parkway Family Insurance Agency

Commercial Lines Insurance Account Manager

Full Time • Tomball
The Commercial Customer Service Representative at Parkway Family Insurance is responsible for maintaining solid customer relationships by handling existing customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and producers while conducting specific service and marketing activities.
 
Benefits/Perks:
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry
 
Responsibilities
  • Issue certificates of insurance for clients as requested.  This includes reviewing insurance requirements and issuing certificates accurately and/or contacting the insured and producers of deficiencies and resolving issues.
  • Answer customer calls and correspondence regarding existing insurance policies.
  • Support the producer by reviewing upcoming renewals, reviewing liability limits and exposures, and quoting or marketing with other companies/general agents as needed.
  • Confer with customers to provide detailed information about products and services, process renewal quotes or marketing renewals, quote renewals to clients, take payments and provide Carrier all requested documentation to proceed with binding coverages.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
  • Review audits, policy changes, and all policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.

Qualifications
  • Must hold a Texas Property/Casualty license with a minimum of two to three years of Property/Casualty insurance account management experience.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage and maintain assigned clients.
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
  • Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
  • Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
 
 
 




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Benefits of working as an Independent Insurance Agent

 
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)