Texas Region Commercial Lines Account Manager

Description:

The success of any business relies upon its ability to match opportunities with the right resources — and most importantly, the right people. BancorpSouth Insurance Services, Inc. provides Commercial, Employee Benefits, and Personal insurance brokerage and consulting services throughout the United States. As a division of BancorpSouth, Inc., a $13.5 billion asset bank holding company based in Tupelo, BancorpSouth Insurance employs over 500 insurance and risk management specialists operating from over 20 offices across 8 states. BancorpSouth Insurance is also ranked annually as one of the nation's largest brokerage firms in the United States by Business Insurance magazine with almost $80 million in revenue for 2010.

Primary Functions include:

• Services and retains a book of business for a defined set of customers.
• Provides in-house customer service to clients as assigned and requested.
• Assists the Producer(s) in managing clients’ exposure to risk and by coordinating services for development, retention, and rounding of accounts.

Duties:

• Provide the necessary customer service for assigned accounts, including processing daily mail, faxes, email and phone calls from customers and producers and insurance carriers.
• Perform client contact via phone and email to develop and maintain rapport, anticipate clients’ needs, and modify clients’ insurance program as needed.
• Coordinate expirations with producer to obtain renewal and/or new business information.
• Maintain required data in the agency management system and electronic filing system while following the agency’s guidelines.
• Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client in a timely manner.
• Follows up on outstanding orders, correspondence, reports, etc.
• Other tasks as assigned.

Qualifications:

• 5+ years experience in a Commercial P&C Account Manager position
• Strong knowledge and background in commercial property & casualty insurance
• Ability to check policies and forms for accuracy
• Prior experience in billing and working with surplus lines fees and taxes preferred.
• In-depth knowledge of the insurance marketplace
• Computer skills, including Word, Excel, and agency management system experience
• Organizational skills
• Communication skills - both verbal and written
• Ability to work on a team
• Detail oriented
• Self motivated
• Ownership and accountability for work done