The Senior Commercial Lines Account Manager is responsible for servicing and handling commercial accounts exceeding $500,000 in revenue. This includes coordinating the renewal process, managing account development, and maintaining strong relationships with clients and carriers.
Who We Are Hibbs-Hallmark & Co. Insurance is a diversified risk management company providing a complete portfolio of services including custom-designed traditional insurance and self-insurance programs, loss control, and claims administration. Our ability to be innovators in the industry has enabled us to become one of the largest risk management firms in the Southwest, with offices in Tyler, Dallas, Forney, Austin, Houston, and San Antonio. We will continue to work hard to earn business and provide our clients with the highest possible level of service and expertise. www.hibbshallmark.com
Structure and Ownership With roots back to the 1800s, Hibbs-Hallmark & Co. Insurance was the founding entity for Heartland Security Insurance Group in 2001. Heartland is comprised of eight different insurance and risk management businesses, providing products and services globally. Each of the companies offers solutions to distinct client groups in the federal, state, and private sectors. The organization has been under continuous private family ownership for 50 years. Today, it has over 60 stockholders as well as ESOP ownership. In addition to providing an important retirement benefit to associates, the ESOP assures that everyone in the organization has a vested interest in providing the very highest level of service to the client.
Commitment to the Community Hibbs-Hallmark & Co. Insurance, and the parent organization, Heartland Security Insurance Group, have a long history of philanthropy to the local, national, and international communities.
Licensing Hibbs-Hallmark & Co. Insurance is licensed in all fifty (50) states.
Senior Commercial Insurance Account Manager
Primary Responsibility
The Senior Commercial Lines Account Manager will be primarily responsible for servicing and handling of commercial accounts over $500,000 in 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.
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.
Required Qualifications
High school diploma or equivalent and/or college degree
Hold a valid Texas General Lines Agent license
At least seven years of commercial lines insurance experience
Proficient in tasks such as policy checking, endorsement and audit processing, renewal summaries, premium comparisons and gathering renewal information.
A minimum of one of the following designations
CIC, CRM, ARM, AAI, CPCU, CRIS, ACSR, TIIA or CISR
Preferred Qualifications
College Degree
A minimum of two designations of QCLS, ACLS, PCIA, ACSR, CISR, CRIS, MLIS, ERIS, MRIS, TRIP, CIC or CPCU
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
Ability to coordinate team activities and special projects to ensure quality and meet timetables
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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