Service Account Manager | HOA

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  • Full Time
  • Houston

BCH

BCH is actively seeking Service Account Managers for our Commercial Lines Habitational team. Responsibilities include managing client communications, nurturing key relationships and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines and legal regulations. You will help customers understand their coverage, assist them with any claims as needed and ensure all relevant data is properly tracked in our secured systems.

Essential Duties & Responsibilities:

  • Proactively manage the renewal process including, but not limited to, transmitting the submissions to market, negotiation of coverages and pricing, binding, invoicing, and updating detail in the system.
  • Provide prompt responses to clients’ and carriers’ requests received through phone, fax, email and co-workers.
  • Maintain BCH systems, including document management, master spreadsheets and templates according to BCH policies and procedures.
  • Meet with clients several times annually to develop stronger relationships between the account manager and the account manager’s direct client contact.

Qualifications:

  • Experience handling homeowner associations or condominium associations.
  • Know and understand the specific, specialized coverages available to habitational clients.
  • Client-focused – interprets the handling of the clients’ calls, needs, requests to the clients’ satisfaction as the purpose for the existence of this job position.
  • Exceptional attention to detail is required.
  • Analytical skills, good with numbers (math), good decision-making abilities, able to manage, organize and multi-task large volumes of work with the ability to delegate in a friendly demeanor.
  • Strong automation skills including the use of Microsoft Word, Excel and other insurance industry software.
  • Excellent verbal and written communication skills.
  • Excellent organizational and time management skills.
  • Ability to work well in a team structure as a team member/team player.

Education and/or Experience:

  • Minimum High School Diploma or GED equivalent.
  • Minimum of 3-5 years commercial insurance agency experience as an account manager involved in mid-size commercial accounts ($10K-$50K in revenue)
  • Currently holds, is in the process of obtaining or committed to obtaining an insurance designation such as CIC or CPCU. Preferred, at minimum, Commercial Casualty and Property sections previously completed to either CIC or CPCU and INS, ACSR or CISR designation already obtained.
  • Texas Agent’s License is required.

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