P&C Account Manager

Brightline Dealer Advisors (BDA) is currently seeking an enthusiastic and dynamic individual to join our team as we expand and grow our P&C operations. This is an in-office position based in Frisco, Texas. Remote candidates will not be considered.

As a pivotal member of our organization, the ideal candidate will have a strong background in the insurance industry, excellent communication and organizational skills, and a proven track record of providing exceptional customer service. The Account Manager will be responsible for managing a portfolio of clients and ensuring their insurance needs are met. The position works closely with our sales team to provide best-in-class service to our agents.

• Manage a portfolio of clients and develop and maintain positive relationships with clients, insurance carriers, and other stakeholders
• Conduct regular client meetings to review insurance coverage, identify risks, and provide proactive solutions
• Provide exceptional customer service by responding to client inquiries and requests in a timely and professional manner
• Prepare and present new business proposals and presentations to clients
• Collaborate with clients and insurance carriers to negotiate and place insurance policies
• Work closely with the agency's sales team to identify potential clients and opportunities
• Keep up to date with industry trends and regulatory changes
• Works directly with Company clients to assure the highest level of customer service for all aspects of our products giving clients what they need in a timely fashion and adhering to our service standards
• Manages incoming submissions for marketing to insurers for new business and renewals
• Assist Producer(s) with production of quotes and presentations as needed
• Produces applications, binders, certificates of insurance, Auto ID cards, , and endorsements as directed.
• Reviews Policies for accuracy and distribution to clients
• Assure that files are properly organized, recorded, and filed.
• Assists with internal policies and procedure, efficiencies and implementing new processes and procedures.
• Works with Accounting Department on all aspects of billing