About the role

Commercial Account Manager responsible for client retention and project coordination for insurance solutions. Engaging clients in Texas, Louisiana, and Oklahoma while promoting the company's diverse offerings.

Responsibilities

Coordination of projects across Enterprise
Develop and maintain client relationships in an assigned book of business to retain and cross-sell policies.
Consulting with clients and prospects regarding their total cost of risk
Provide solutions to clients and prospects to address their business and insurance issues, and prepare capabilities presentations
Cross-sell identification and coordination
Responsible for client retention, with goals to be set annually
Oversee renewal timeline
Work closely with market underwriters on review and negotiation of quotes, including coverage, pricing and commissions
Review and proof of proposals
Coordinate client onboarding
Assist CSRs on service-related tasks occasionally
Identify and leverage all marketing resources to include direct carrier appointments, wholesalers/brokers and Acrisure resources
Identify, develop, and execute best practices with operational processes and procedures, including implementation and training
Assist in divisional/departmental/agency growth by fostering relationships with prospects, carriers and internal sources
Monitor weekly/ monthly renewal reports in order to assure completion and compliance with agency standards
Attend all carrier & team meetings
Perform other duties as required and or assigned

Excellent project management and time management skills
Ability to read and interpret documents such as insurance policies, endorsements, contractual insurance requirements, certificates of insurance and loss runs
Ability to effectively communicate in both verbal and written formats with external and internal people and groups
Knowledge of business English, to include proper spelling, grammar, and punctuation
Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels
Ability to follow instructions in verbal and written format
Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people
Excellent skills in reliability, initiative, and stress tolerance
Ability to perform in a professional appearance and manner
Competent and proficient understanding of the Microsoft Office suite
General working knowledge of Microsoft SharePoint and Power Apps, workflow engines and other software platforms.
Property and Casualty license required
5+ Years of experience in Property & Casualty Insurance in an agency setting
High School diploma or equivalent

Competitive compensation
Flexible vacation policy, paid holidays, and paid sick time
Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
… and so much more!