Commercial Insurance Account Manager - VW Insurance
Houston, TX 77036
About the Job
Overview
Maintains and increases existing commercial accounts by cultivating client relationships and meeting their insurance needs. Assesses insurance needs and recommends appropriate coverage to address the risks.
Duties
- Serves as a direct point of contact to handle client issues and concerns and provides appropriate solutions and alternatives to ensure “one call resolution.”
- Generates cross-sales, closes inbound leads, and asks for referrals to grow the agency’s client base.
- Maintains client retention by researching and resolving problems, reviewing accounts regularly with clients, and recommending coverage enhancements or modifications to protect clients and their assets better.
- Maintains and grows knowledge in commercial lines of insurance.
- Prepares and processes quotes, applications, endorsements, payments, and inquiries in line with company and carrier policies and procedures.
- Assesses client needs and reviews renewals annually, identifying coverage gaps to mitigate client’s risk exposure.
- Responds to client inquiries and requests related to insurance products promptly.
- Researches and resolves complex customer service issues, making recommendations to place coverage.
- Determines client needs by analyzing current coverages and ascertaining long-term needs and potential coverage gaps.
Education & Experience
- Associate's Degree or equivalent from a two-year college or equivalent work experience.
- Two years of Commercial Lines experience.
- Knowledge of various rating platforms.
Certifications
- Must have or be able to obtain an active and valid Insurance License.
Source : VW Insurance