2 часа назад
Commercial Lines Account Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Lines Account Manager (Fintech): Managing customer service, policy administration, coverage changes, renewals, billing, and documentation for commercial insurance accounts with an accent on large construction clients, policy accuracy, and client retention. Focus on resolving coverage and cancellation issues, preparing insurance proposals, supporting producers, and maintaining accurate account and financial records.
Location: On-site in Addison, Texas, United States
Company
is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related financial solutions.
What you will do
- Provide customer service to policyholders and prospects by answering inquiries, resolving issues, and explaining coverage.
- Process coverage changes, billing, invoices, applications, quotations, policies, endorsements, binders, and certificates.
- Review accounts for additional coverage needs and support new business and client retention.
- Prepare insurance summaries, schedules, proposals, and account review materials.
- Maintain accurate electronic files, client activity records, policy data, cancellations, and payment follow-up.
- Support producers and collaborate with clients, carriers, coworkers, and other business contacts.
Requirements
- 3 or more years of Commercial Lines Account Manager experience; 5 or more years preferred.
- Active Property & Casualty license required.
- Strong communication, customer service, organization, prioritization, and problem-solving skills.
- Experience with Applied Epic is strongly preferred.
- Comfort with on-site work to support collaboration, team leadership, and cross-functional partnership.
Nice to have
- Experience supporting large construction clientele.
Culture & Benefits
- Medical, dental, vision, life, and disability insurance.
- Paid sick time, paid time off, holidays, maternity and paternity leave.
- 401(k) plan with immediate vesting, HSA, FSA, and commuter benefits.
- Fertility benefits, wellness resources, Employee Assistance Program, and Calm app subscription.
- Legal plan options, pet insurance, and employee discount programs.
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