Independent Insurance Agents of Texas (IIAT)

Account Manager

• Manage and service an assigned portfolio of Commercial Lines accounts while maintaining strong client relationships
• Respond to client inquiries regarding existing policies, coverage, billing, certificates, endorsements, claims, and other service needs
• Process policy changes, endorsements, renewals, cancellations, payments, certificates, and other client requests
• Assist with new business by gathering underwriting information, reviewing exposures, obtaining quotes, evaluating coverage options, and preparing proposals
• Work closely with producers to identify client needs, round out accounts, and develop new business opportunities
• Review existing policies and renewals for accuracy, coverage needs, limits, exposures, and potential gaps
• Communicate with insurance carriers, underwriters, and other business partners to obtain information, negotiate solutions, and resolve issues
• Review audits, policies, endorsements, and other documents for accuracy and coordinate corrections when necessary
• Handle customer concerns and service issues from initial contact through resolution, including appropriate follow-up
• Maintain accurate and detailed client records, activities, and documentation within AMS360 and other agency systems
• Utilize carrier websites, rating systems, agency management systems, and other technology to efficiently manage accounts
• Collaborate with producers and other team members while sharing knowledge and assisting with questions and complex service issues
• Participate in team meetings, training, and other agency initiatives as needed

Insurance Account Manager – Commercial Lines