Account Manager - Commercial Lines in Rockwall, TX at QuestPro Consultants

Date Posted: 11/15/2019

Job Snapshot

  • Employee Type:
  • Location:
    Rockwall, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description


Job Description:

The Account Manager position will service commercial lines accounts in a manner that promotes professionalism, an excellent level of customer satisfaction. In addition to day to day service of account’s, this position might also be responsible for quoiting and preparing proposal on renewal business, assist with the collecting, reviewing and analyzing accounts in an effort to prevent gaps or lapse in coverage. Strong dedications to following agency workflows, procedures and guidelines. Maintain the agency’s reputation and professional manner of conducting business.


  • At least 5 years of experience as a Commercial Lines Account Manager
  • AMS360 Experience
  • High school diploma (required)
  • Bachelor’s degree from an accredited college or university (or equivalent work experience)
  • Currently hold a P&C license in Texas
  • Excellent time management, problem sovling, planning and organizational skills
  • Ethical, intelligent, professional, personable, highly motivated, responsible and accountable
  • Ability to multi-task and priortize work with limited supervision


  • Provide technical support to Producers to benefit the client with quality service
  • Review policies noting any and discrepancies; request corrections from carrier; send to client when completed
  • Preparation of renewal submissions
  • Issue and track binders; suspense if policy not received by expiration date
  • Process endorsement requests through agency management system including requesting the change to the policy, sending to the carrier and pending for receipt of endorsement
  • Receive all incoming endorsements and process per office defined SOP’s
  • Process all reviewed Audits (close activity, file & send to client)
  • Occasionally issue certificates of insurance and resolve disputes with certificate monitoring companies
  • Mentor Assistant Account manager
  • Follow up on all open activities and track to completion within agency management system “AMS360”
  • Maintain integrity of all electronic files as defined in agency workflow

Possess the following skills:

  • Proficient in Microsoft Office products including Word Tables and Excel formulas
  • Excellent written and verbal communication
  • Vast knowledge of Property and Casualty coverages
  • Excellent organization skills and time management organization skills
  • Strong attention to detail, analytical skills and problem solving
  • Ability to prioritize multiple tasks to meet deadlines
  • Ability to interact with a variety of people/personalities
  • Excellent oral and written communication skills