American National Bank of Texas

Returning Candidate?

Insurance Account Manager (Commercial Lines)

Insurance Account Manager (Commercial Lines)

Job ID 
2017-2459
Posted Date 
10/13/2017
Location 
US-TX-Dallas
Location Name 
ANBTX Insurance Services

More information about this job

Overview

Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the communities that we serve.

Building relationships with our customers, employees, and communities are at the core of everything we do. Join us as we provide our customers with solutions, not just products.  We believe in teamwork and empowering high performers who are committed to our mission while achieving personal and professional success. 

Responsibilities

The Commercial Lines Account Manager position is responsible for maintaining and expanding assigned accounts. Responsibilities are:

  • Builds and maintains relationships with clients
  • Analyze client policies to identify opportunities for rounding out or upgrading accounts through cross-selling
  • Ensure all contact with clients, prospects and carriers is documented in the agency management system; create follow-up activities for transaction requiring further action
  • Solves the majority of client problems; discusses serious problems with producer/account executive and decide appropriate course of action
  • Responds to inquiries from clients
  • Sets up and maintains client files through documenting conversations, sending confirmations to clients, and adhering to all other company procedures

Qualifications

Qualifications:

  • High School diploma or GED; Associate's Degree preferred
  • 3-5 years insurance industry experience

Skills:

  • Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions
  • Work occasionally requires more than 40 hours per week to perform the essential functions of the position
  • Lifting in an office setting may be required up to 30lbs

 

 

Equal Opportunity Employer