Account Manager (Houston)

Career Fair Connection; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Actsphere Insurance Group in Houston is seeking a licensed, results-driven Account Manager to retain and grow client relationships across Personal and Commercial lines. You will deliver high-quality service, respond to inquiries, and support agency growth through proactive communication and meticulous documentation.

The role emphasizes cross-selling opportunities, renewal strategies, and accurate processing of COIs, endorsements, and policy changes.

Qualifications

• Active Texas General Lines Property & Casualty License.
• Insurance agency experience.
• Proven ability to retain accounts and close coverage solutions.
• Strong verbal and written communication skills.
• Proficient with Microsoft Office products.
• Ability to multi-task in a fast-paced, deadline-driven environment.
• Coachable, dependable, and solutions-oriented.
• Team-focused with a willingness to collaborate.

Responsibilities

• Retain existing client accounts and improve renewal strategies.
• Identify growth opportunities and cross-sell during client interactions.
• Generate quotes for renewals, remarkets, life events, and exposures.
• Process ACORD forms, COIs, endorsements, and policy changes accurately.
• Ensure 100% documentation accuracy and timely payments.
• Respond to client inquiries and service requests within standards.
• Maintain compliance with agency workflows and quality standards.
• Solicit Google Reviews aligned with agency standards.
• Support agency growth objectives with performance metrics.
• Collaborate with team and management as needed.

Skills

Verbal communication

Written communication

Client-focused

Organization skills

Multitasking

Team collaboration

Problem solving

Tools

Microsoft Office

Job description

Actsphere Insurance Group is seeking a licensed, results-driven Account Manager
responsible for retaining existing client accounts, deepening client relationships, and
identifying growth opportunities across Personal and Commercial lines. This role is
accountable for delivering a consistently high level of client service. This role directly
supports agency growth objectives and is measured through clearly defined
performance metrics tied to commissions.
Core Responsibilities

• Maintain and improve policy retention through proactive communication,
  remarketing, and renewal strategy.
• Conduct policy reviews to identify coverage gaps, risk exposures, and
  opportunities to improve client outcomes.
• Provide clear explanations of policy terms, coverage options, and
  recommendations aligned with client goals.
• Respond to all client inquiries, cancellation requests, and service needs within
  established service standards.
• Actively identify and present cross-sell opportunities during every client
  interaction.
• Generate quotes related to renewals, remarkets, life events, and uncovered
  exposures.
• Ensure cross-sell opportunities are quotable, documented, and followed through.
• Request and facilitate Google Reviews from satisfied clients in alignment with
  agency standards.
• Complete and process ACORD forms, certificates of insurance (COIs),
  endorsements, and policy changes accurately and timely.
• Process payments and policy changes in accordance with carrier and agency
  guidelines.
• Maintain 100% documentation accuracy.
• Adhere to all agency workflows, compliance requirements, and quality standards.
  Actsphere Insurance Group | 3129 Kingsley Dr. #1910 | Pearland, TX 77584
  832-956-1033 | [e-mail] | actsphereins.com
  Job Description: Account Manager
  Required Qualifications
• Active Texas General Lines Property & Casualty License
• Insurance agency experience
• Demonstrated ability to retain accounts and close coverage solutions
• Strong verbal and written communication skills
• Ability to present insurance solutions effectively
• Strong organizational and follow-through skills
• Proficiency with various software programs like Microsoft Office products
• Ability to multi-task in a fast-paced, deadline-driven environment
• Coachable, dependable, and solutions-oriented
• Strong work ethic with a client-first mindset
• Team-focused with a willingness to collaborate
• Proactive in identifying problems and opportunities
• Accountable for results and documentation
  Working Conditions
• Requires prolonged periods of computer and phone use
• Occasional client meetings or visits may be required
• General Disclaimers
  This job description outlines the primary responsibilities and expectations of the Account
  Manager role, but is not exhaustive. Actsphere Insurance Group reserves the right to
  modify duties, responsibilities, and performance standards, subject to unilateral change
  and revision by management as business needs evolve. Employment is at-will unless
  otherwise governed by a written agreement. Essential functions are outlined; other duty may be assigned as needs arise or as required to support the agency’s essential functions. All requirements may be modified to reasonably accommodate physically or mentally challenged employees.