- Be Customer Focused. You must make every client interaction stand out for its collaborative spirit and professionalism.
- Be Analytical. You will collect information about the client's business through various methods to analyze risks and assess the client's insurance needs.
- Be Organized. You will need to stay focused on different tasks and use your time effectively and efficiently to be proactive and meet deadlines.
- Be Collaborative. You will need to work with your team to accomplish overall production, retention, and growth goals.
- An active General Lines Property and Casualty license issued by the Texas Department of Insurance.
- Four (4) years of experience as a Commercial Lines Account Manager for an insurance agency. Independent Insurance agency experience is a plus.
- Thorough knowledge of commercial insurance policies and coverages.
- Proficiency in Microsoft Office Word, Excel, and Outlook.
- Experience in Applied EPIC is preferred but not required.
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Future Consideration - Austin, United States - Watkins Insurance Group
Description
Job Description
Job DescriptionThe official title for this position is Commercial Account Advisor.We are seeking a Commercial Insurance professional skilled at providing guidance on insurance coverage while developing relationships. As a Commercial Account Advisor, you will be primarily responsible for offering advice and expertise to clients to develop an insurance solution. In addition, this role will act as a liaison between insurance carriers and clients. Account Advisors also work closely with an Insurance Advisor and a Service Advisor in managing commercial clients to provide exceptional customer service and increase revenue on the book of business. This position will report to the VP of Commercial Lines.
We will count on you to:
What you need to have:
What can you expect?
The culture at Watkins Insurance Group is about building relationships with each other, our clients, and our community. We adhere to our core values to sustain a culture of service. As a Watkins Insurance Group employee, you will receive a strong total reward package that includes competitive pay. In addition, all full-time employees are eligible to receive benefits on the first of the month following employment. We are proud to provide a benefits and work environment package to help our employees enjoy their work and life.