Texan Insurance

Account Manager

• Provide strategic sales support and serve as a critical liaison for new and experienced producers.
• Conduct comprehensive gap analyses and navigate complex market dynamics.
• Negotiate with carriers to secure optimal outcomes and foster business growth through effective cross-selling strategies.
• Cultivate client relationships, identify new business opportunities, and contribute to the overall success of our sales and service objectives.
• Assess client needs, analyze existing coverage, and deliver exceptional customer service.

Commercial Insurance Account Manager

Sales

• Identify, qualify, and pursue new sales leads within a target market.
• Conduct in-depth consultations with business owners and decision-makers.
• Collaborate with underwriters and product specialists to design comprehensive insurance proposals.
• Present proposals to clients, effectively addressing questions and objections.
• Close sales and secure binding agreements.

Sales Advisor, Commercial

Account Executive

• The Account Executive is responsible for proactive renewal outreach, improving retention of personal lines policies, and cross-selling additional lines of business during renewal conversations.
• Conduct mandatory outbound renewal calls to clients.
• Serve as the primary point of contact for an assigned book of personal lines clients, delivering high-touch, professional service.
• Use a consultative approach to identify options for retaining policies.
• Analyze coverage and identify gaps.
• Reshop if necessary.
• Execute proactive renewal outreach to improve retention rates.
• Handle policy changes, endorsements, certificates, and billing inquiries accurately.
• Respond promptly to client questions and resolve issues with urgency.
• Maintain empathy and strong problem-solving skills when handling client concerns.
• Follow established processes and scripts to ensure consistency and compliance.
• Round out accounts by cross-selling appropriate coverages.
• Identify and present opportunities to cross-sell additional lines of business (auto, home, umbrella, flood, etc.) during renewal calls.
• Prepare and present professional insurance proposals and quotes.
• Build and maintain strong relationships with carriers and underwriters to secure competitive terms.
• Overcome objections and transition conversations effectively from renewal to cross-sell.
• Maintain accurate and complete client records in Hawksoft.
• Ensure all transactions comply with agency procedures and industry regulations.
• Stay current on industry trends, product offerings, and compliance requirements through ongoing education.

Commercial Insurance Account Manager

Sales Advisor, Commercial

Account Executive – Personal Lines Service