Insurance Account Manager (copy)

The Juris Agency; Austin (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Career Growth Opportunities

Job summary

The Juris Agency in Austin, TX is seeking an Insurance Account Manager to own a portfolio of Property & Casualty accounts. You will focus on client retention, renewal management, and growth through cross-selling while delivering exceptional service.

Ideal candidates have 1+ year P&C experience, an active P&C license, and strong communication and organizational skills. This on-site role offers hands-on training and meaningful opportunities for career advancement.

Qualifications

• At least 1 year of Property & Casualty insurance experience.
• Active Property & Casualty insurance license.
• Working knowledge of P&C insurance products and coverage.
• Strong customer service and relationship-building skills.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple accounts, priorities, and deadlines.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.

Responsibilities

• Handle an assigned portfolio of Property & Casualty accounts with a focus on client retention.
• Build trusted relationships by understanding clients' businesses, exposures, and coverage needs.
• Maintain proactive communication with clients throughout the policy year.
• Identify at-risk accounts and take action to address concerns and strengthen relationships.
• Conduct account reviews to identify changing exposures and coverage needs.
• Deliver responsive, knowledgeable, and solutions-oriented service.
• Own the renewal process from preparation through completion.
• Market and remarket accounts to obtain competitive coverage and pricing.

Skills

Customer service

Relationship building

Communication skills

Organization

Time management

Attention to detail

Independent work

Multi-account management

Cross-selling

CRM experience

Education

Active Property & Casualty license

Tools

Salesforce

Comparable raters

Job description

Job Description

Build Relationships. Retain Clients. Grow Your Career.

Are you an insurance professional who enjoys working with clients, solving problems, and making a real difference in their insurance experience?

We are looking for an Insurance Account Manager to join our team in Austin, Texas.

This is an exciting opportunity for a motivated P&C insurance professional who wants more than a transactional customer service role. You'll take ownership of an established book of business, build meaningful client relationships, manage renewals, identify coverage opportunities, and play an important role in retaining and growing our clients and our agency.

We're looking for someone who is proactive, organized, personable, and confident communicating with clients. If you naturally look for ways to help clients, anticipate their needs, and uncover opportunities to provide additional value, this could be a great fit.

The Opportunity

As an Insurance Account Manager, you'll manage an assigned portfolio of property & casualty insurance accounts with a primary focus on:

• Client retention
• Renewal management
• Relationship development
• Cross-selling and account growth
• Exceptional client service

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training
• Career Growth Opportunities

Responsibilities

What You'll Do

Client Retention & Relationship Management

• Manage an assigned portfolio of Property & Casualty accounts with a strong focus on client retention and long-term relationship development.
• Build trusted relationships by understanding clients' businesses, exposures, insurance needs, and objectives.
• Maintain proactive communication with clients throughout the policy year.
• Identify accounts that may be at risk and take action to address concerns and strengthen relationships.
• Conduct account reviews to identify changing exposures, coverage needs, and opportunities to provide additional value.
• Deliver responsive, knowledgeable, and solutions-oriented service.

Renewal Management

• Own the renewal process for assigned accounts from preparation through completion.
• Begin renewal activities early and review policies, exposures, claims history, premiums, coverage, and client objectives.
• Identify potential renewal challenges and develop strategies to maximize client retention.
• Obtain and evaluate renewal options and alternative coverage solutions.
• Market and remarket accounts when appropriate to obtain competitive coverage and pricing.
• Clearly communicate renewal options, coverage changes, premiums, deductibles, limits, and terms to clients.
• Follow up consistently to ensure renewals are completed accurately and on time.
• Maintain accurate renewal documentation and account activity in the agency management system.

Cross-Selling & Account Growth

• Proactively identify cross-selling and account-rounding opportunities within the existing book of business.
• Conduct coverage reviews to uncover gaps, new exposures, and opportunities for additional insurance products.
• Recognize changes in clients' businesses that may create opportunities for additional coverage.
• Work with producers to develop appropriate coverage solutions.
• Identify opportunities for Commercial Property, General Liability, Business Auto, Workers' Compensation, Umbrella/Excess, Professional Liability, Cyber, EPLI, Bonds, and other applicable coverages.
• Track opportunities and follow up consistently.
• Focus on understanding client needs and providing appropriate solutions—not simply selling additional products.

Client Service

• Respond promptly and professionally to client questions and requests.
• Explain insurance coverage and policy requirements in a clear, easy-to-understand manner.
• Resolve service issues quickly and professionally.
• Ensure clients receive timely policy documents and renewal information.

Requirements

What We're Looking For

Required Qualifications

• At least 1 year of Property & Casualty insurance experience.
• Active Property & Casualty insurance license.
• Working knowledge of P&C insurance products and coverage.
• Strong customer service and relationship-building skills.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Exceptional attention to detail.
• Ability to manage multiple accounts, priorities, and deadlines.
• Comfortable working independently and taking ownership of assigned accounts.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.

Preferred Experience

The following are a plus, but not required:

• Experience managing a Commercial P&C book of business.
• Experience with account rounding and cross-selling.
• Experience with Salesforce, Comparable raters, and other CRM systems.
• Experience with Commercial Property, General Liability, Business Auto, Workers' Compensation, Umbrella/Excess, Cyber, EPLI, or Professional Liability.

"