Ultimate Staffing · 11 hours ago
Commercial Lines Account Manager
San Antonio, TX
Full-time
Onsite
Entry, Mid Level
$0/yr - $70K/yr
2+ years expUltimate Staffing Services is seeking a Commercial Lines Account Manager to support the daily operations of their Commercial Lines Department. The role involves ensuring smooth workflow, accurate documentation, and exceptional client experiences through proactive communication and policy servicing.
EmploymentHuman ResourcesManufacturingStaffing Agency
Responsibilities
Serve as the first point of contact for incoming calls and client inquiries
Build strong client relationships through proactive, professional communication
Provide accurate information regarding coverage, billing, and policy details
Coordinate solutions and route calls appropriately when needed
Process endorsements, certificates, audits, EMODs, invoices, and other assigned tasks
Create and update client and prospect files; complete assigned follow ups
Assist with policy issuance and ensure compliance with agency and carrier standards
Maintain detailed documentation in EZLynx, including notes, emails, and activity logs
Handle initial claims inquiries and guide clients through the reporting process
Document claim details and direct clients to appropriate carrier resources
Prepare and process billing for non-standard policies
Ensure accuracy and proper documentation of all financial transactions
Stay current on carrier websites, communications, and coverage updates
Enter applications occasionally into carrier portals to obtain quotes
Take new business applications occasionally from clients
Assist with analyzing policy renewals to determine if remarketing is needed
Support underwriting requirements for new and renewal business
Identify upsell and cross sell opportunities based on client risk profiles
Partner with the Lead Account Manager and Producer to support retention and new business
Maintain awareness of industry regulations and compliance standards
Qualification
Required
Active Texas Property & Casualty (P&C) license required
2 years or more of experience in commercial lines insurance
Strong understanding of Certificates of Insurance (COIs), Evidence of Insurance, and commonly used forms
Company
Ultimate Staffing
Ultimate Staffing specializes in clerical, administrative, customer service, and manufacturing and production positions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Lisa Marez
Partnership Director
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