BCH
BCH is seeking a Technical Account Manager to join our Commercial Lines team in Houston! The Technical Account Manager, under the direction of BCH’s Executive Vice President of Client Services & Carrier Relations, handles specified quality control aspects of client service, utilizing strong, trusting relationships built with clients, internal staff and insurance carriers and brokers.
Essential Duties and Responsibilities:
- Review and analyze new business submissions, establish the client file, perform agency management system data entry and create a marketing submission.
- Review and analyze client renewal survey updates, making necessary changes to the agency management system data. Create renewal submissions, including carrier-specific applications as needed.
- Secure, review and analyze renewal workers’ compensation experience modifiers. Create test modifiers as needed.
- Secure, review, analyze and process policy audits, including handling discrepancies or disputes and collection turn backs to the insurance carrier or broker.
- Check policies using a review and comparison process, including agency management system data and various file documents to ensure accuracy.
- Maintain BCH systems, including document management, according to agency policies and procedures. Understand, utilize and manage WorkSmart/ImageRight tasks according to BCH procedures.
Education and/or Experience:
- Minimum high school diploma or GED equivalent.
- Minimum 3-5 years of commercial insurance agency experience as an Account Manager involved in mid-size commercial accounts (10,000 – 50,000 in revenue).
- Currently hold a Texas Property and Casualty License.
- Understand and manage complex insurance placements.
- Excellent organizational and time management skills.
- Excellent verbal and written communication skills.
- Must possess the ability to be self-reliant and self-directed.
- Must possess integrity, ability, drive, ambition, a positive attitude and the willingness to continue to learn.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 25 pounds at a time.