Job Description

Job Description

Job Description

Hoops HR is seeking a Commercial Lines Account Manager on behalf of a leading insurance agency to join their team! (Target hire date October-November 2025.)

Office Location: Austin, TX.

Work Hours: Full time position, hybrid work schedule with flexible start/end times between 7:45am - 5:00pm (in-office requirement for Tuesdays and Wednesdays)

Our Awesome Benefits/Perks:

• 401K + employer match
• Medical, Dental, and Vision Insurance with HSA and FSA options
• Pet Insurance
• Fitness Center Discounts
• Employer-paid life insurance and disability
• Voluntary benefits (such as critical illness and accident insurance)
• Travel reimbursement
• Tuition Reimbursement
• Employee Referral Program
• Opportunities for growth and promotion up to leadership level
• And so much more!

Commercial Lines Account Manager - Role Overview:

The Commercial Lines Account Manager will provide a high level of customer service to clients and sales support to the Production team. The Commercial Lines Account Manager position includes collaborating with agency personnel in the production of new and renewal accounts by assisting in selling, marketing, and servicing in keeping with Agency and individual Producer goals.

Commercial Lines Account Manager - Role Responsibilities:

• Client Book Growth:
  • Partner with producers to formulate insurance and risk management plans that are tailor-made for clients’ needs
  • Meet with new prospects and clients in person or virtually
  • Grow the book of business by new sales or increased coverage limits on existing accounts
  • Partner with other Agency departments, including Personal Lines and Employee Benefits, to cross-sell new and existing clients
• Client Book Management and Retention:
  • Conduct periodic coverage reviews and exposure analyses for clients to ensure appropriate program design and implementation
  • Maintain records according to Agency standards and processes. Ensure information is properly documented and readily accessible
  • Oversee daily processes for the book of business including renewal summaries, proposals, change requests/endorsements, binders, certificates, policy checking, audits, and accounting as needed
  • Maintain follow-up and suspense on outstanding orders, correspondence, audits, reports, claims, and renewal expirations
  • Reviews insurance and indemnification parts of contracts
  • Manage account receivables to ensure timely collection of premiums, reconcile accounting discrepancies and follow up on aging receivables
• Manage Client Renewal Process:
  • Attend renewal review meetings with Producers and Team Lead to prepare marketing strategies for upcoming renewals
  • Lead all accounts through the new and renewal process. Market accounts to insurance carriers and brokers as needed
• Uphold Strong Personal Relationships and Team Accountability:
  • Maintain proactive communication with clients, producers, and team members including handling client and/or company questions/issues appropriately
  • Develop strong personal relationships with appropriate insurance carrier personnel and become familiar with carrier product options
  • Communicate effectively with the team including Producers, Account Executives, Account Coordinators, or Analysts
  • Continue professional development by attending continuing education courses, seminars, and workshops

Commercial Lines Account Manager - Requirements:

• 2+ years of commercial lines account management/client servicing experience managing a high volume workload in a midsize brokerage house required
• Active TX State Property and Casualty Insurance license required
• Experience with Insurance Agency Software (Applied Epic preferred)
• Proficient in Microsoft Office Suite products (Word, Outlook, Excel, and PowerPoint) preferred
• High level of proficiency using online rating systems, maintaining underwriter relationships, and experience working with wholesale brokers
• Commit to, utilize, and follow Agency procedures while remaining adaptive/flexible to changing demands of a growing company
• The ability to travel locally as required

EEOC

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Similar Titles: Commercial Lines Insurance Account Manager, Commercial Insurance Account Executive, Commercial Lines Account Executive, Commercial Insurance Customer Service Representative (CSR), Commercial Insurance Specialist, Commercial Lines Account Representative, Insurance Account Manager – Commercial Lines, Insurance Service Representative – Commercial Lines, Client Service Manager – Commercial Insurance, Insurance Associate – Commercial Lines, Commercial Lines Insurance Coordinator, Commercial Insurance Advisor, Insurance CSR – Commercial Lines, or Insurance Account Executive – Commercial Lines.

Keywords: commercial lines insurance, account management, account executive work, account representation, customer service representation (CSR), and client service management. Candidates should be familiar with property and casualty insurance, general liability insurance, workers’ compensation, commercial auto insurance, commercial property insurance, business owner’s policies, umbrella coverage, insurance policies, policy changes and endorsements, insurance renewals, premium audits, insurance carriers, and agency management systems. Skills that are valuable for this role include client service, customer service, policy quoting, policy binding, underwriting support, data entry accuracy, multi-tasking, problem solving, communication skills, and relationship management. Licensing requirements include an active property and casualty license, being P&C licensed, and other relevant insurance licenses.

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