Personal Lines Account Manager (Hybrid)
Indexed description
Position Overview: We are seeking a detail-oriented Personal Lines Account Manager to join our team. The Personal Lines Account Manager will be responsible for managing a portfolio of personal insurance accounts, ensuring client satisfaction, and identifying opportunities to expand business within existing accounts.
If you are a driven individual with a passion for providing excellent customer service and have a background in the insurance industry, we encourage you to apply for the Personal Lines Account Manager position.
Work Arrangement: This is a full-time hybrid position working 3 days per week in our office located in Ennis, TX.
Professional Responsibilities
- Develop and maintain positive relationships with clients to ensure their insurance needs are met.
- Review and analyze insurance policies to provide appropriate recommendations to clients.
- Quote policies and identify optimal carrier and coverage.
- Process policy changes, renewals, and cancellations accurately and in a timely manner.
- Handle policy rewrites as needed including collecting payment information, binding the policy and collecting all necessary documents/signatures.
- Collaborate with the sales team to identify cross-selling and upselling opportunities.
- Stay up-to-date on industry trends and changes in insurance policies.
- Bachelor's degree in Business Administration, Finance, or related field preferred.
- Proven experience in the insurance industry, particularly in personal lines.
- Active Property & Casualty License
- Applied Epic experience preferred.
- Strong understanding of insurance policies and regulations.
- Excellent interpersonal and communication skills (both oral and written)
- Proficient with use of Microsoft Office Suite and products
- A passion for being part of a team that drives our company to industry leadership
- Ability to establish and maintain effective working relationships with both peers and clients
- Authorized to work in the U.S. without sponsorship
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
- A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
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