Account Manager at Carroll Insurance Agency – Houston, Texas

Position Overview
We are seeking an experienced and client-focused Commercial Lines Account Manager to manage and service a book of middle market clients. This role partners with Producers to deliver proactive, strategic service, ensure accurate policy management, and support strong client retention and growth.

Key Responsibilities

· Serve as primary contact for middle market clients, building strong, long-term relationships

· Manage the full renewal process, including strategy, marketing, proposals, and binding

· Prepare applications, exposure data, and submission materials 120+ days in advance

· Review policies, endorsements, audits, and cancellations for accuracy and coverage

· Collaborate with carriers and underwriters to negotiate terms and resolve complex issues

· Identify coverage gaps and recommend solutions aligned with client needs

· Support Producers with client meetings and renewals

· Maintain accurate documentation and manage service timeline in a fast-paced environment

· Identify opportunities to cross-sell and round out accounts

Qualifications

· 3-5+ years of Commercial insurance experience (middle market preferred)

· Active Property & Casualty license required

· Strong knowledge of commercial insurance products, coverages, and markets.

· Experience managing complex accounts and renewal strategies

· Proficiency with an agency management system (EPIC, AMS360, or similar).

· Strong attention to detail, organization, and problem-solving skills

· Excellent communication and relationship management abilities

***This is not a remote position***

All applicants must be authorized to work in and currently reside in the United States.

NO AGENCIES OR 3RD PARTY INQUIRIES