Account Manager | Property & Casualty at CBIZ, Midland, TX
Account Manager | Property & Casualty at CBIZ in Midland, TX. Est. up to $130k. Apply with swipeandhired.
#LI-KW1 #LI-Onsite
Essential Functions and Primary Duties
- Manage the day-to-day service delivery for an assigned portfolio of middle market commercial property & casualty clients, including complex and multi-line accounts across a variety of industries.
- Serve as the primary client service contact, building trusted relationships with clients, carrier partners, and internal stakeholders.
- Resolve moderately complex client service issues involving coverage interpretation, policy administration, claims coordination, certificates of insurance, endorsements, audits, and billing inquiries.
- Coordinate with Producers, Account Executives, carriers, and underwriting partners to ensure timely and accurate client service delivery.
- Support the marketing and renewal process by gathering underwriting information, preparing renewal submissions, reviewing proposals, and assisting with coverage comparisons.
- Facilitate policy changes, endorsements, certificates, evidences of property insurance, loss runs, and other service requests within established service standards.
- Conduct policy reviews and assist clients in understanding coverage options, industry trends, emerging risks, and regulatory developments affecting their business.
- Identify gaps in coverage and generate client interest in additional insurance products and risk management solutions, referring opportunities to Producers as appropriate.
- Represent clients internally and coordinate resources to address ongoing service needs, strategic initiatives, and special projects.
- Participate in client meetings, renewal strategy discussions, stewardship meetings, and carrier meetings as needed.
- Maintain accurate client records and documentation in agency management systems and carrier portals.
- Ensure compliance with CBIZ policies, carrier requirements, internal controls, and industry regulations.
- Develop and maintain strong relationships with insurance carriers, wholesalers, and vendor partners.
- Provide guidance, mentorship, and training to less experienced service team members.
Preferred Qualifications
- Bachelor's degree
- Active Property & Casualty Insurance License
- 3+ years of commercial property & casualty insurance experience, preferably supporting middle market accounts.
- Experience servicing complex commercial insurance programs, including multiple lines of coverage and carrier relationships.
- Working knowledge of commercial insurance coverages
- Strong understanding of the commercial insurance renewal lifecycle, coverage analysis, and client service best practices.
- Experience with agency management systems such as Sagitta, or similar platforms.
- Excellent communication, relationship-building, organization, and problem-solving skills.
- Ability to manage multiple priorities in a fast-paced environment while maintaining a high level of accuracy and client focus.
Minimum Qualifications
- High School Diploma or GED required
- 3 to 5 years customer service experience in the insurance industry required
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Must be able to travel based on client and business needs