Commercial Lines Account Manager - P&C Licensed (PTX2024-6631)

CiraConnect Insurance Services is an independent insurance agency specializing in commercial property & casualty insurance for community associations. Our mission is to leverage our industry knowledge, insurance carrier network partners, and state-of-the-art custom software systems to provide outstanding insurance services. We currently serve hundreds of communities in 24 states.

As one of the largest (#3 out of 5,000+ firms) and fastest-growing companies in the community management industry, RealManage offers exceptional solutions provided at competitive prices with the best people, best practices, and best technology of cloud-based and mobile apps. The RealManage mission is to provide comprehensive and innovative solutions; exceed the expectations of our customers; provide visibility and transparency in all that we do for our clients who place their trust in us; measure our performance and improve at the fastest rate possible; create a work environment that encourages professionalism, growth, and diversity; and grow a financially strong organization which will enable us to provide industry leading innovations apart from our competition.

CiraConnect Insurance services is a values-based company with the following values as our guiding principles:

• Integrity: we always do the right thing.
• Respect: for our customers, employees and company; mutual respect is the cornerstone for every RealManage relationship.
• Selflessness: more than teamwork; we are part of something special and much larger than any of us.
• Personal Relationships: we are a professional services company; people do business with people they like.
• Always Improving: never satisfied, always learning and always growing; one is either getting worse or getting better...never staying the same. At RealManage, we are always getting better.
  
  

Responsibilities

Property & casualty insurance license required

Hybrid position - Plano TX

• Prepare insurance quotes for both new and renewal business
• Complete necessary insurance applications
• Gather documents and submit to carriers
• Review policies/endorsements for accuracy
• Maintain insurance policy information in our paperless environment
• Monitor new/renewal policies and certificates
• Request missing documents
• Input insurance information into proprietary database
• Monitor and respond to phone calls and e-mail
• Process endorsement requests
• Work on other projects as assigned by supervisor
  
  

Qualifications

• Property and casualty license required
• Commercial lines insurance experience

• Renewal and new business quoting
• Account service
• Timely communication with agency clients and carrier representatives
• Familiarity with commercial property and liability coverages. Ability to address client insurance coverage questions by referring to the policy or reaching out to underwriters when needed.
• Strong verbal and written communication skills
• Multitasking
• Follow up and follow through
• Hybrid work schedule
  
  

Pay and Benefits:

$45,000 to $65,000, depending on education and experience.

Benefits include:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life and Disability Insurance
• HSA (Required High Deductible Medical Plan to be eligible)
• FSA
• Education Reimbursement
• 401K matching
• Employee Assistance Program (EAP)
• 9 paid Holidays