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Commercial Lines Account Manager (Slater Insurance Agency)

Company: Acrisure
Location: Sugar Land
Posted on: November 19, 2021

Job Description:

We are a small mostly commercial lines boutique agency located in the Comerica tower in Sugar Land, TX. We currently have over 100 years of combined insurance experience within our staff. Great work environment for the highly motivated. We represent many major P&C carriers and have cutting- edge technology to help service our clients. In addition to commercial insurance we offer, personal lines, life insurance, group health, and bonds.

This is a unique career opportunity driven by a principal with 43 years insurance industry experience. Flexible environment with many perks. This position offers the reward of working with mostly sophisticated business owners, some of which are very high profile.

This agency has many unique features, one being a family type atmosphere with real people. The knowledge and background to get the job done. This agency out performs industry standards in both profitability and retention of both the clients and the staff.

We are currently looking to add a Commercial Lines CSR to our staff.

Essential Duties And Responsibilities
Market new business and renewals. Follow up on receipt of quotes. Analyze and compare coverage offers
Review policies against quotes for accuracy
Communicate with new or renewal customer concerning policy coverage's and premiums
Discuss coverage's and limits with underwriting as required.
Prepare proposal forms
Limited review of contracts/leases as needed
Filing

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And/or Experience
High school Diploma or the recognized equivalent in education and experience, required
College degree preferred
5 years P&C agency experience, required
P&C insurance license, required

Technology Skills
Applied Epic or similar agency management software experience, preferred
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Other Qualifications
Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate stress due to regular deadlines and daily challenges.
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs.

Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is done in a temperature-controlled, non-smoking office.
Work stations are cubicles with moderately high sides.
The noise level in the work environment is usually moderate.

Together with our Agency Partners, Acrisure is reshaping the insurance industry. Be a part of that evolution and join the Acrisure community, either as part of our Home Office support teams or within one of our Agency Partners. Visit our website to see available job openings in insurance, accounting, account management, and more. https://lnkd.in/eT2F7tn

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Acrisure's Human Resources Talent Acquisition Department.

Keywords: Acrisure, Sugar Land , Commercial Lines Account Manager (Slater Insurance Agency), Executive , Sugar Land, Texas

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