Department: Commercial Lines
Position: Account Manager
Job Purpose: To provide service and marketing support on commercial accounts in accordance with the objectives and procedures outlined by PIA. Organizational Relationships: Responsible to the Commercial Team Leader. Works with producers and all commercial personnel as a unit.
Job Functions Responsibilities:
• Team player, that works well with others
• Ability to provide day to day and renewal service to accounts with premium(s) $20,000 and above
• Maintain direct communication with carrier underwriters and clients on servicing of accounts; determine
resolutions and provide day to day servicing
• Obtain online quotes via carrier websites and/or by email with carriers for coverage on existing clients
• Prepare/Complete applications and other documents for submissions and market new and renewal business
in conjunction with Marketing Team and Producers
• Maintain controls on renewal expirations and binders
• Experience creating coverage comparisons when analyzing risks
• Capable of identifying coverage gaps and suggesting coverage enhancements
• Ability to act as an intermediary between clients and the carriers, if assigned accounts experience a claim
• Skill initiating account rounding opportunities
• Capable of completing tasks with little supervision
• Experience with Microsoft Office – Outlook, Word, and Excel (coverage related spreadsheets)
• Experience using Applied/Epic (Agency Management Software) is a plus, but not required
• Experience using Applied CSR24 is a plus, but not required
• Due to changing business conditions, management may request that additional duties or functions are
necessary to fulfill the job requirement.
Physical Requirements:
The physical requirements described here are representative of those that must be met by an employee to
successfully perform the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
Seeing Hearing Talking* Reading* Writing* Reaching Stooping Use of Hands Walking
Sitting for several hours Lifting up to 25 lbs.
* Proficiency of the traits marked above require English for business letters, memos, customer interaction,
presentations, proposals, employee communications, community work etc.
Job Specifications:
• High school diploma with college degree or business school desirable
• At least five years of experience in underwriting or insurance agency service position
• Above average phone personality and ability to deal with people
• Knowledgeable in multiple lines of Commercial Property and Casualty Insurance
• Holds professional designation or is actively pursuing (CISR, CIC, CPCU)
• Holds Texas Property/Casualty Insurance Agents License
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