Insurance Account Manager

The Juris Agency; Round Rock (TX); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Hands on Training

Flexible Schedule

Job summary

The Juris Agency is seeking an Account Manager in Round Rock, TX to provide exceptional service to existing clients, manage insurance accounts, and assist with policy needs. This role emphasizes building lasting relationships and opportunities in commercial insurance.

Ideal candidates bring insurance or customer service experience, strong communication, and the ability to balance multiple accounts while working both independently and as part of a team.

Qualifications

• Experience in insurance or customer service preferred.
• Commercial insurance experience preferred.
• Property & Casualty license preferred but not required (will need to obtain).
• Strong communication and interpersonal skills.
• Excellent organization and attention to detail.
• Ability to manage multiple accounts and priorities.
• Professional, dependable, and customer-focused.
• Comfortable working independently and as part of a team.
• Basic computer skills and ability to learn agency management systems.

Responsibilities

• Manage and maintain relationships with existing insurance clients.
• Assist customers with policy questions, changes, renewals, and service needs.
• Review accounts and identify coverage needs and opportunities.
• Prepare insurance quotes and assist with new business.
• Communicate with insurance carriers regarding policies and account needs.
• Follow up with clients to ensure timely and professional service.
• Maintain accurate customer and policy information.
• Assist with account retention and client satisfaction.
• Provide a high level of customer service and professionalism.
• Work closely with the agency team to support overall business goals.

Skills

Strong communication

Interpersonal skills

Organization/detail oriented

Multi-account management

Team oriented

Learning agency software

Tools

Agency management systems

Job description

Job Description

We are seeking a professional, motivated, and customer-focused Account Manager to join our insurance agency in Round Rock. The Account Manager will be responsible for providing exceptional service to existing clients, managing insurance accounts, assisting with policy needs, and building strong, lasting customer relationships. Experience with commercial insurance is preferred.

Benefits

• Hands on Training
• Flexible Schedule

Responsibilities

• Manage and maintain relationships with existing insurance clients
• Assist customers with policy questions, changes, renewals, and service needs
• Review accounts and identify coverage needs and opportunities
• Prepare insurance quotes and assist with new business
• Communicate with insurance carriers regarding policies and account needs
• Follow up with clients to ensure timely and professional service
• Maintain accurate customer and policy information
• Assist with account retention and client satisfaction
• Provide a high level of customer service and professionalism
• Work closely with the agency team to support overall business goals

Requirements

• Previous insurance or customer service experience preferred
• Commercial insurance experience preferred
• Property & Casualty insurance license preferred, but not required (will need to obtain)
• Strong communication and interpersonal skills
• Excellent organization and attention to detail
• Ability to manage multiple accounts and priorities
• Professional, dependable, and customer-focused
• Comfortable working independently and as part of a team
• Basic computer skills and ability to learn agency management systems