Service Account Manager | HOA

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  • Full Time
  • Houston

BCH

BCH is actively seeking a driven Commercial Insurance Account Manager to join our Habitational Team. If you’re passionate about client service and have experience in servicing Habitational, Real Estate or Property Management clientele, this role is perfect for you. Take the next step in your career and become an integral part of our BCH Team.

Key Responsibilities:

  • Proactively manage the renewal process from start to finish, ensuring seamless transitions and superior coverage for our valued clients.
  • Serve as a primary point of contact for client and carrier communications and relationships, ensuring timely and professional responses to inquiries and requests.
  • Cultivate strong, long-lasting client relationships through regular meetings and exceptional service.
  • Assist clients in understanding their coverages and provide tailored solutions to meet their needs.
  • Stay updated on policy changes, deadlines, and legal regulations to ensure compliance and provide informed guidance to clients.
  • Maintain BCH systems, including document management, master spreadsheets and templates according to BCH policies and procedures.

Qualifications:

  • Experience managing Homeowner Associations or Condominium Associations.
  • In-depth knowledge of specialized coverages available to Habitational/HOA clients.
  • A client-focused mindset with a dedication to meeting clients’ needs and exceeding their expectations.
  • Exceptional attention to detail, analytical skills, and strong decision-making abilities.
  • Proficiency in Microsoft Word, Excel, and other industry-specific software.
  • 3-5 years of experience in a commercial insurance agency, preferably handling mid-size commercial accounts.
  • Commitment to obtaining relevant insurance designations such as CIC, CPCU, INS, ACSR or CISR.
  • An active Texas Agent’s License is required.

Education and/or Experience:

  • High School Diploma or GED equivalent.
  • Excellent verbal and written communication skills.
  • Strong organizational and time management abilities.
  • Ability to thrive in a collaborative team environment.

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