Commercial Lines Account Manager - Wagner Insurance

We are seeking an experienced and motivated Commercial Lines Account Manager to join our dynamic team in our Woodlands office. This role is vital in connecting with clients, providing exceptional service, and ensuring the best insurance solutions to meet their needs. If you are passionate about commercial insurance and thrive in a fast-paced, collaborative environment, we would love to hear from you.

Why Wagner Insurance?

At Wagner Insurance, we pride ourselves on our commitment to excellence, customer satisfaction, and a supportive work environment. As a key team member, you will be critical to our success and growth. We offer a collaborative team atmosphere where your contributions are valued, and your professional development is encouraged.  For more information on Wagner Insurance, check out our website: https://www.wagner-ins.com/home

Position Summary: We are seeking a dedicated and experienced Commercial Lines Account Manager to join our team. This role plays a critical part in our organization by connecting with clients, providing empathetic and effective communication, and ensuring the best insurance solutions to meet their needs. The Commercial Lines Account Manager is essential for driving the company's success through sales and customer retention, reflecting the organization’s core values.

Essential Functions:

Commercial Renewals (70%)

• Plan, prepare, and execute all commercial renewals.
• Start the renewal process 90 days prior to the effective date.
• Review current policies and identify any gaps in coverage.
• Discuss current operations/changes with the client and complete renewal applications.
• Work with underwriters to submit to multiple markets and negotiate as needed.
• Review quotes for accuracy, set up invoicing and finance packages.
• Present renewal proposals to the insured 60 days prior to the effective date.
• For renewing clients: collect payments, submit binder requests to underwriters 30 days prior, review binders, update systems, and issue certificates as needed.
• Set up a diary to check in with clients 6 months after renewal.
• For non-renewing clients: document reasons for non-renewal and set up a diary to reapproach the client in 9 months.
• Measured By: 100% retention for renewals not going to competitors, timely and accurate renewals, NPS rating.

Customer Relations/Account Management (20%)

• Ensure smooth onboarding for all new clients.
• Process all incoming service requests, including payments, audits, and loss control inspections.
• Address all coverage questions and maintain the client database with up-to-date information.
• Provide Certificates of Insurance upon request.
• Measured By: NPS score for new clients.

Producer Support (10%)

• Work with producers to ensure all nuances of client information are transferred during onboarding.
• Assist producers with submissions for new business, from applications to negotiating with underwriters on quotes.
• Establish positive relationships with underwriters and producers.
• Measured By: Producer feedback, timely and accurate proposals, updated and documented system information.

Job Specifications/Qualifications:

Education and Training:

• Bachelor’s Degree (preferred)
• Texas Property and Casualty License (required)

Experience:

• 2 or more years of Commercial Account Management experience

Skills & Abilities:

• Exceptional customer service
• Experienced and knowledgeable in all business insurance products
• Confident and mature attitude
• Problem-solving ability
• High emotional intelligence
• Ability to build rapport quickly and establish trust
• Strong business acumen
• Ability to multi-task and prioritize
• High responsiveness
• Excellent communication and interpersonal skills, both verbal and written
• Excellent follow-up and follow-through skills
• Ability to work collaboratively in a team environment to get results and resolve customer needs

What We Offer:

• Competitive salary and benefits package.
• Professional growth and development opportunities.
• A supportive and collaborative work environment.
• Access to company assets, including credit cards, cell phones, building keys, and laptop computers.

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