Account Manager, Business Insurance (MMA Southwest)

    • Dallas, TX

Account Manager, Business Insurance (MMA Southwest)

Reports to Director ofClient Services, Property & Casualty


Job Responsibilities


Processdocuments necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to:

  • Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.
  • Create and complete COPE spreadsheets, as needed.
  • Prepare Loss Summaries
  • Prepare Proposals for renewal terms
  • Issue Acord Insurance Binders for renewal terms
  • Initiate Premium Finance Requests
  • Prepare Schedules of Insurance for delivery to client
  • Prepare policies for delivery to client
  • Process Policy Audits and Monthly Reports
  • Identify and resolve Accounting discrepancies
  • Create requests for changes to client's coverages
  • Manage Accounts Receivables
  • Manage Direct Billing with respect to Cancellations
  • Process mail and phone requests on daily basis
  • Prepare Acord applications
  • Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
  • Adhere to document retention software documentation guidelines
  • Check all insurance policies in their entirety


Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:
  • Delegate tasks to Analyst, as appropriate
  • Delegate tasks to outsourcing teams, as appropriate.
  • Ensure tasks from both Analyst and outsourcing team are completed as directed
  • Ensure Analyst is performing all tasks as outlined in the MMA Analyst I or Analyst II Job Description
  • Treat clients, prospects, and company employees with courtesy and respect.
  • Contribute to a team approach toward meeting goals and providing excellent client service.
  • Coordinate and monitor usage and quality of outsourcing teams
  • Be a mentor to the Analyst, being an integral part of their training


Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
  • Obtain insurance designations of CIC or equivalent
  • Analyze insurance quotes and make recommendations
  • Comprehend and interpret Insurance Contract requirements for Certificates
  • Communicate with insurance carriers as needed
  • Communicate with clients as needed
  • Client facing meeting as required, either in-house or offsite
  • Become proficient using premium analysis software.
  • Utilize carrier online rating programs as necessary.
  • Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Analyst
  • Design insurance program for client based on defined needs
  • Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)
  • Identify and address any coverage gaps with producer, carrier and client
  • Become subject matter expert and resource in area of interest or technical capability.

  • Licensed: Texas P&C Agent
  • Education: Bachelor's Degree, preferred
  • Minimum of 3-5 years of Commercial Account Manager Experience.
  • Participating in CIC & CRM or CPCU (or comparable designation).
  • Demonstrate ability to multi-task and prioritize work
  • Willingness to work to meet client needs beyond scheduled hours.
  • Proficient at Word, Excel, and current internet technologies.
  • Demonstrate proactive work style - Does not have to be asked or reminded of tasks.
  • Ability to learn, analyze and comprehend commercial lines of insurance.
  • Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
  • Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions.

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