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Commercial Lines Insurance SBU Assistant Account Manager

Company: AssuredPartners of Texas
Location: Plano
Posted on: November 22, 2021

Job Description:

Leading Insurance Agency, AssuredPartners of Texas, is seeking a Commercial Lines Small Business Unit (SBU) Assistant Account Manager/Account Coordinator!

  • Salary: $35,000 to $45,000 based on experience + bonus potential with full benefits (health, dental, vision, 401k, PTO and more)
  • Office Location: In-office or remote eligible with training/occasional meetings in the office at 500 N Central Expressway, Suite 550, Plano, TX 75074
  • Work Hours: Monday through Friday 8 AM to 5 PM CST Commercial Lines Insurance SBU Assistant Account Manager Role: We are searching for a friendly, attentive Commercial Lines Insurance SBU Assistant Account Manager (Account Coordinator), to join our growing team. As a part of our collective team interfacing directly with AssuredPartners of Texas clients and prospects, you will be responsible for consistently delivering the AssuredPartners of Texas client experience. The very best AssuredPartners of Texas team members are teachers at heart. They are clear, compassionate communicators who enjoy connecting with people through information and education. Our Commercial Lines Insurance SBU Assistant Account Managers are warm, accessible, enthusiastic, and caring upon first interaction. Over time, there is a sense of trust and credibility built between our team members and our clients. In the end, AssuredPartners of Texas clients feel empowered and energized thanks to the hard work and caring attitude of the AssuredPartners of Texas team. Commercial Lines Insurance SBU Assistant Account Manager Qualifications:
    • Required: 1+ years of experience in commercial insurance
    • Required: Property and Casualty Insurance license (active)
    • Preferred: Experience with an Agency Management System (we use Applied Epic)
    • Bachelor--s degree (or equivalent in education and experience)
    • CIC, CRM, CPCU, or other advanced commercial insurance designation(s) strongly preferred
    • Moderate level of technical-commercial insurance coverage knowledge
    • High level of proficiency quoting through Independent Agency--s appointed carriers
    • Commit to, utilize, and follow current operating systems and procedures while remaining adaptive/flexible to changing demands of a growing company
    • Data entry accuracy
    • Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) and strong keyboarding skills Commercial Lines Insurance SBU Assistant Account Manager Responsibilities:
      • Support the Small Business Unit (SBU) account client services team on any tasks needed
      • Multi-task in a fast-paced environment handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrity
      • Manage a large number of time-sensitive client issues at any given time
      • Provide top-notch client service to clients via in-person meetings/phone/internet
      • Research complex risk management and coverage issues, think outside the box to solve problems and follow up promptly with actionable solutions
      • Resolve client issues in a timely manner proactively and collaboratively with the team to ensure insurance programs run smoothly
      • Issue Certification of Insurance (COI--s) timely
      • Resolve billing issues and reinstatements with carriers/clients
      • Ensure accuracy, successful implementation, and ongoing administration of commercial insurance programs
      • Prepare clear, thoughtful, and concise presentations for various client and potential client audiences with diverse backgrounds to secure new and maintain existing client relationships
      • Learn & develop technical knowledge through vendor meetings, research and training classes on an ongoing basis
      • Keep a detailed record of correspondence through AssuredPartners of Texas' client relationship system with prospective and existing clients, vendors, and referral partners Assured Partners has Excellent Benefits, including:
        • 401K
        • Dental Insurance
        • Medical Insurance
        • HSA and FSA options
        • Vision Insurance
        • Employer paid life insurance
        • Voluntary life insurance
        • Employer-paid short-term and long-term disability insurance
        • Paid time-off
        • Paid holidays
        • Flexible schedules
        • Teleworking
        • Travel reimbursement
        • Voluntary benefits (such as critical illness and accident insurance)
        • Bonus structure for non-sales positions About AssuredPartners of Texas: AssuredPartners of Texas is a fast-growing, full-service Employee Benefits, HR Outsource, and Property/Casualty Insurance Agency located in north TX. Website: AssuredPartners of Texas is a Texas-based insurance broker, outsourcing service provider, and consulting firm that leverages its innovative processes and unique team member abilities to educate businesses, employers, individuals, and families on insurance, so they are empowered to take personal responsibility for protecting the important things in their lives. We care about people. We are not perfect, but we genuinely try to live out our core values and work hard to be a great place for contributors to build their careers. This includes the usual stuff anyone would expect, like a competitive salary, bonus opportunities, and an attractive benefits offering. Equally, if not more important to most, is the track record of growth we have consistently experienced, the fun we have while working hard and winning, and the quality of the people we get to serve with and serve. To get an inside look at our team and culture, please visit us on Facebook at

Keywords: AssuredPartners of Texas, Plano , Commercial Lines Insurance SBU Assistant Account Manager, Executive , Plano, Texas

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