Commercial Lines Account Manager

Commercial Lines Account Manager

About Cuellar & Associates

We are a Financial Services brokerage that offers the product customization and the highest levels of client servicing. Founded in 1992, a San Antonio based company, also successfully operating in the South Texas region. This is an exciting time for our organization, we are in growth mode, this position will be instrumental in the company’s overall success.

At Cuellar & Associates we are seeking highly motivated, purpose driven individuals who desire to grow their careers with us and care for their clientele as much as we do. Your success is our success, therefore, we will provide you training, mentorship, technology and the momentum to develop professionally. You do not just work for us, you work with us. 

Responsibilities

• Maintaining relationships with multiple insurance carriers to negotiate and obtain quotes, binders, endorsements, certificates, etc.
• Cross selling products to potential customers
• Managing established book of accounts
• Negotiating renewals for existing customers
• Obtaining information and documentation from new and existing clients
• Resolving customer issues
• Review renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders and certificates
• Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system
• Assists commercial team and provides training to other Account Managers as requested
• Processing claims including reporting and monitoring
• Actively participates in team meetings
• Performs other duties as required

Qualifications

• 3 years of Commercial Insurance Sales or Account Management experience
• Experience with CRM (Applied Epic preferred)
• Strong interpersonal skills and customer service focus
• Attention to detail and organization
• Strong work ethic, self-motivated and goal-oriented

Must Have

• Texas General Lines Property & Casualty License
• Knowledge of insurance forms, coverage and online rating
• Must be able to type at least 40 wpm accurately and have a working knowledge of MS Word and Excel