Job Description
About Us
At Heartland, we are focused on results, not corporate politics. We foster a harmonious work environment where associates feel like family. We strive to be the employer of choice, and believe all of our associates should have fun at work! We are hardworking – but not at the expense of our families. At Heartland, you will find an entrepreneurial environment where we take the time to educate, coach and lead employees into further opportunities within our company. We want all of our associates to enjoy a good work-life balance and are welcomed in our environment. We strive to show our employees that they are more than just a number and viewed as an integral part of our organization.
Heartland recognizes the importance of a quality benefits package, not only to our associates, but to their families. That’s the Heartland way. Our generous benefit package includes (but is not limited to) Paid Time Off, Health Insurance, Life Insurance, Long Term Disability, Employee Assistance Program, and two retirement plans.
At Heartland, we go out of our way to make our associates feel at home and celebrate their achievements and contributions to the company. Our environment consists of several appreciation events throughout the year and we encourage every employee, near & far, to join us with their families to enjoy good food, fun and comradery. Our benefits package, appreciation events, and fun work environment go above industry standard. We want our employees to feel like family – so we treat them like family.
Commercial Insurance Account Manager
Primary Responsibility
The Commercial Insurance Account Manager will be primarily responsible for servicing and handling of commercial accounts with a book of business typically between $300,000 to $500,000 revenue.
Essential Functions & Responsibilities
- Provide technical support for the producer in maintaining existing commercial accounts in accordance with the objectives and procedures outlined in the agency procedures and workflows
- Responsible for coordinating the renewal process, account development and retention of existing customers
- Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs
- Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons
- Ability to handle insured and underwriting questions
- Ability to create and process finance agreements
- Orders and issues binders, certificates, policies, endorsements, and other related items
- Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports
- Proficient in all Account Processor and Associate Account Manager essential functions & responsibilities
- Responsible for maintaining the integrity of client and policy information in the agency management system
- Establish and build relationships with customers and carriers
Additional Functions & Responsibilities
- Prepare and maintain reports that may be required by management.
- Provide backup and support for other team members.
- Pursue a designation program of personal and professional development
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Qualifications
- High school diploma or equivalent and/or college degree
- Hold a valid Texas General Lines Agent license
- At least three years of commercial lines insurance experience
- Hold one of the following designations (ACLS, PCIA, ACSR, CISR, AAI, CIC, or CRIS) or additional experience considered in lieu of designation.
Preferred Qualifications
- College Degree
- A minimum of one of the following designations is preferred:
- CIC, CRM, ARM, AAI, CPCU, CRIS, ACSR, TIIA or CISR
Knowledge, Skills & Abilities
- Intermediate to advanced-level proficiency with Microsoft Office
- Ability to learn the agency management software
- Ability to work with internal and external clients at all levels
- Ability to follow directions
- High level of organizational skills
- Ability to work independently, self-motivated and meet timed deadlines
- Ability to follow processes and procedures set forth by the agency
- Ability to problem solve
- Strong attention to detail and the ability to work with a high degree of accuracy
- Ability to work with a team
- Ability to communicate professionally, both oral and written
- Ability to build and maintain client relationships
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