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Property & Casualty (P&C) Commercial Account Manager: TPB Insurance

Property & Casualty (P&C) Commercial Account Manager: TPB Insurance

The Property & Casualty (P&C) Commercial Account manager performs the essential functions of the position, which include partnering with the producer in opportunities for new business, renewing business and expanding existing relationships in insurance and banking products. Also, aiding clients with service needs and making changes to existing accounts. Specific service and strong marketing responsibilities are required for this position to meet to needs of clients and retain and expand existing clients.

  • Pre-qualifies new business according to insurance group standards
  • Assists clients with making coverage changes in an automated environment, uses each contact with the client as an opportunity to review the whole account. 
  • Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs
  • Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
  • Produces binders, certificates, policies, endorsements and other related items; verifies their accuracy per the clients’ needs/requests
  • Prepares summaries of insurance, schedules, and proposals as needed for account review
  • Re-market renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers
  • Renews policies following insurance group standards; verifies each renewal’s accuracy; ensures all renewals are produced
  • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
  • Maintains and updates client information in agency management system and Salesforce
  • Processes incoming requests, responding promptly and appropriately
  • Assists clients in submitting claims, obtaining adjustor information; facilitates prompt response from carrier staff and follows up on claims status to keep insured’s informed and to work towards settlement of claims; using each claim contact as an occasion to review coverage and market as needed
  • Assists in design of insurance plans for clients as assigned and directed by management/Producer
  • Assists or completes other tasks as assigned
  • Maintains effective relationships with clients, co-workers, carriers, vendors, and other business contacts
  • Keeps informed regarding industry, clients, new products, legislation and technology
  • Maintains policies and procedures consistent with federal, state, and local regulations, and TBOSA culture 


Education and Experience Qualifications:

  • High School diploma or GED required
  • Service and P&C insurance account management experience of 7 years or more 
  • Must hold a current Property and Casualty license 

Apply now!

Additional Info

Job Type : Full-Time

Education Level : High School

Experience Level : Mid to Senior Level

Job Function : Customer Service

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