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Agency/Broker - Account Manager in Richardson, TX at QuestPro Consultants

Date Posted: 2/3/2019

Job Snapshot

Job Description

Commercial Lines Insurance - Account Manager

The Commercial Lines Account Manager demonstrates the technical ability, knowledge and maturity to create value for clients and fellow team members. The unique ability to form and grow lasting relationships is required. As the primary Insurance Advisor to assigned clients, you will be responsible for reviewing accounts, explaining coverage, identifying gaps and offering solutions. Expertise working with the small commercial lines of BOP, WC and Auto is a must for long term success. The willingness to learn professional liability, life, health and disability for business owners is a path for advancement.


  • Manage new business and renewal process including obtaining quotes, preparing proposals and binding policies
  • Support agency team through providing a consistent/reliable point of contact for clients and prospects
  • Primary Insurance Advisor responsible for service & growth of multi-policy relationships with assigned clients
  • Process policy change requests
  • Prepare Certificates of insurance
  • Maintenance of AMS Management System and Document Management System
  • Maintain professional attitude, stability and tolerance in multi-task, time-critical environment.
  • Maintain professional and courteous demeanor when interacting with clients including professionally written, concise and clear email communications
  • Provide timely response to client inquiries and requests
  • Help to develop or improve agency process and workflows
  • Manage and prioritize workload in accordance with agency standards
  • Ability to handle multiple priorities including unexpected client requests
  • Commitment to continuing education, professional growth and development

  • At least 3 years professional experience
  • High school or equivalent
  • Successful completion of Texas Property and casualty license exam & Texas Life & Health exam for continued employment. We will pay for license exam prep as necessary.


  • Reliable
  • Honest
  • Sense of humor
  • Strong desire to learn & grow
  • Proficient computer literacy with working knowledge of Microsoft products
  • Experience working with insurance agency management systems is a plus.
  • Industry experience is a plus.
  • Strong analytical/organizational skills and the ability to multi-task with great attention to detail
  • Responsive and self-motivated team player
  • Excellent telephone and writing skills (email) with emphasis on etiquette, spelling and grammar


  • Salary commensurate with experience
  • Casual, Dog friendly work environment
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Short Term & Long Term Disability Insurance
  • Bonus opportunity based on performance & agency growth
  • IRA Retirement match
  • Paid Holidays
  • Paid PTO & Vacation