Job Description

The Account Manager is responsible for assisting the producer/broker in executing growth and profit initiatives by providing exemplary support services and developing/maintaining positive business relationships with retailers, carriers and co-workers.  This would be an office position in the Dallas Fort Worth area, or for qualified applicants, it is possible to structure a hybrid or remote role.

• Solicit renewal information on accounts
• Endorsement processing
• Request information, as needed, to prepare thorough submissions for marketing in accordance with company policies and procedures
• Rate new business and renewal submissions within assigned authority or in the direction of the Underwriter
• Review carrier quotations for accuracy and send them to agents for consideration
• Follow-up with retailers as needed to ensure the bind
• Process new business, renewals, endorsements and cancellations including requests to bind coverage, requesting supporting documents from retail agent and/or carrier, preparing invoices, requesting inspections, and corresponding with retail agent and/or carrier as needed
• Review policies, endorsements, and other account activity for accuracy
• Processes affidavit filings as required and directed
• Understand and adhere to state tax requirements
• Maintain a good working knowledge of the insurance industry through continuing education, self-study, and seminar attendance

• Property & Casualty license is required.
• Minimum of 2 years of previous P&C insurance experience.
• Proficient in basic computer skills, such as Microsoft Office and agency management software.
• Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
• Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
• Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
• Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
• Team player with a strong work ethic and positive attitude.

Equal Employment Opportunity
At Novatae, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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