Personal Lines Account Manager

ACCOUNT MANAGER Dallas, TX 75240 🕐 8:30 AM – 5:30 PM | Hybrid Eligible After Onboarding Period 💰 Base Salary: $55,000–$60,000 + Commission on New Written Premium

About The Agency

Since 2010, this Dallas-based independent agency has been on a mission to change the way people think about insurance. Appointed with 30+ top-rated carriers across personal, commercial, and specialty lines, they've built a reputation that speaks for itself — 300+ five-star reviews and a 4.9-star rating across 322+ verified reviews on Google, Facebook, and Yelp.

This is a boutique, relationship-driven agency where your expertise matters and your clients know your name.

What You'll Do

• Act as a trusted advisor to clients, addressing inquiries, concerns, and delivering expert insurance insights
• Analyze insurance data to identify potential risk and present effective coverage solutions
• Review and assess upcoming renewals, ensuring clients always have the best available options
• Proactively contact clients to schedule and conduct annual review calls
• Identify and capitalize on opportunities for upselling and cross-selling insurance products
• Strengthen client relationships through exceptional, top-tier customer service with consistent follow-through

What You'll Bring

• 2–3 years of experience in Sales and Account Management within the Property & Casualty Insurance industry, preferably within an independent agency or with strong knowledge of multiple carriers
• Self-starter mentality with a drive to achieve goals and deliver measurable results
• Meticulous attention to detail when reviewing insurance policies and contracts to ensure accuracy and compliance
• Proactive mindset with strong analytical and problem-solving abilities
• Genuine commitment to client satisfaction — you listen, you follow through, and you find solutions
• Proficiency in Microsoft Outlook, Excel, and Word; proficient in Adobe Reader/Acrobat
• Comfort learning new web-based platforms; experience with EZLynx is a plus

Compensation & Schedule

• Base salary: $55,000–$60,000
• Commission calculated on new written premium
• Hybrid schedule available after onboarding period
• Monday–Friday, 8:30 AM–5:30 PM

Benefits

• Medical
• Dental
• Vision
• Life
• Disability
• 401k with 4% match
• Employee Assistance Program
• Paid Time Off
• Additional PTO can be earned by attending client-facing events (usually a couple of hours on a Saturday).