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Commercial Lines Account Manager

Job Description - Commercial Lines Account Manager


About Us:


Benchmark Insurance Group of Texas is a dynamic, fast-growing wholesale and retail brokerage specializing in the real estate, construction, and hospitality sectors. We offer comprehensive risk management solutions by leveraging market-leading technologies to enhance underwriting, claims handling, and policy servicing. We focus on transparency, strategic coverage comparison, and building strong, long-term relationships. We’re not just looking for employees; we’re looking for committed partners eager to grow with us and redefine the future of insurance.



The Role:


As a Commercial Account Manager, you will be responsible for managing a portfolio of commercial accounts, ensuring clients receive excellent service and the right coverage solutions. You will play a crucial role in supporting clients through the policy lifecycle, providing proactive communication, and identifying opportunities to enhance client satisfaction and retention. If you excel in managing relationships, possess a deep understanding of commercial insurance, and enjoy working in a fast-paced, client-focused environment, this role is for you.



Why Join Us?



  • Be part of a company that prioritizes professionalism, innovation, and relationships.

  • Engage with a diverse portfolio of clients in high-growth sectors.

  • Contribute to a collaborative environment that values long-term partnerships.




Job Roles & Responsibilities


Account Management & Client Service



  • Serve as the primary point of contact for assigned commercial accounts, ensuring timely and effective communication with clients.

  • Address client inquiries, manage endorsements, renewals, and claims with precision and speed.

  • Review client portfolios regularly, ensuring adequate coverage and identifying opportunities for cross-selling or up-selling additional products.




Client Retention & Satisfaction



  • Manage the renewal process, proactively identifying coverage gaps and presenting alternative solutions to maintain high client retention rates.

  • Conduct periodic reviews and coverage assessments with clients to enhance satisfaction and ensure proper risk management.




Team Collaboration



  • Collaborate with underwriters, claims specialists, and sales teams to deliver seamless service and ensure the best outcomes for clients.

  • Provide input on client needs, market trends, and service improvements to management.




Documentation & Compliance



  • Ensure accurate documentation of client interactions, policies, and changes within the agency management system.

  • Stay updated on industry trends and regulatory requirements to provide compliant and relevant coverage solutions.



Sales Support & Strategy



  • Assist Account Executives with new business development by supporting sales presentations, providing coverage recommendations, and preparing proposals.

  • Contribute to the growth of Benchmark’s market share by actively identifying leads and referring prospects.



Qualifications Needed:



  • State-issued, valid insurance license(s) required: Property and Casualty Insurance License (required)

  • Previous experience in the insurance industry as an account manager for commercial lines (required)

  • A thorough understanding of a variety of insurance company policies and insurance coverage offerings, including their costs and benefits

  • Sound knowledge or eagerness to learn the intricacies of working procedures within commercial enterprises to best advise clients on relevant policies

  • Proficient in Microsoft Office programs such as Word and Excel (required)



Benefits:




  • Dental insurance

  • Health insurance

  • Paid time off



Supplemental Pay:




  • Bonus opportunities

  • Commission pay

  • Percentage of Revenue Bonus



Education:




  • High school or equivalent (Preferred)



Experience:




  • AMS360: 2 years (Preferred)

  • Insurance sales: 3 years (Preferred)



License/Certification:




  • Property & Casualty License (Required)



Work Location: In person

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