Licensed Insurance Account Manager

Crain Insurance Group; Houston (TX); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

PTO

Evenings off

Mon-Fri schedule

Hands-on training

Monthly bonus opportunities

Quarterly outings

Weekly team meetings

Family friendly

Appreciation lunches

Job summary

Crain Insurance Group in Houston, TX is seeking a Licensed Insurance Account Manager to support policyholders and provide exceptional service. You will build trust-based relationships, manage client policies, and recommend coverage solutions aligned with our commitment to excellence.

Join a team that values integrity, accountability, and people-first collaboration. Benefits include PTO, evenings off, a Mon-Fri schedule, hands-on training, monthly bonuses, and regular team meetings as part of a

Qualifications

• Excellent verbal and written communication with a client-focused approach.
• Strong problem-solving abilities to address customer inquiries.
• Outstanding organizational skills to manage multiple priorities.
• Proficiency with Microsoft Office; familiarity with insurance management software.
• Detail-oriented with a commitment to accuracy and high-quality service.
• Team-oriented mindset and collaboration within a sales/support team.
• Minimum 2 years of insurance account management experience.

Responsibilities

• Client management: Build and maintain strong relationships with clients, ensuring their needs are met proactively.
• Policy administration: Manage and service client insurance policies efficiently and accurately.
• Consultative selling: Assess client insurance needs and recommend additional coverage to enhance protection.
• Issue resolution: Address and resolve client inquiries and concerns promptly, maintaining high satisfaction.
• Collaboration: Work closely with the sales team to identify cross-selling opportunities and drive account growth.
• Continuous learning: Stay informed on industry changes and new products to better serve clients.

Skills

Client management

Communication

Problem-solving

Organizational skills

Tech-savvy

Attention to detail

Team player

Insurance account management (2+ yrs)

Tools

Insurance management software

Job description

Job Description

Join Crain Insurance Group, a dedicated and growing independent agency in Houston, Texas, as a Licensed Insurance Account Manager. In this pivotal role, youll provide exceptional support to our policyholders, ensuring they enjoy a seamless and positive experience with our insurance offerings.

Our agency thrives on building lasting, trust-based relationships with clients, creating an inviting environment where they feel valued and understood. As part of our team, youll engage directly with customers, address their needs, and recommend coverage solutions that reflect our commitment to excellence. If you are passionate about customer service, skilled at identifying opportunities for added value, and ready to grow your career in a supportive, collaborative atmosphere this is the place for you.

Believe in our Core Values:

1. Lead with Integrity

We are principled, ethical, and forthright in every interaction. Honesty, transparency, and trust guide every decision—with clients, carriers, and each other.

2. Pursue Excellence & Embrace Advancement

We continually raise our standards by pursuing mastery in our craft, innovating, and embracing fresh ideas and new technology. We strive to overdeliver, adapt to change, and grow stronger every day for our clients and our team.

3. Be Accountable & Reliable

We honor our commitments—no dropped balls, no excuses. Consistent follow-through and personal accountability set us apart and uphold the quality our clients deserve and expect.

4. People-First Collaboration

We care deeply about our clients and team as people, not just policies or profit. We work together with humility, communication, and respect—celebrating wins, supporting one another, and creating an uplifting environment where everyone can thrive.

5. Serve with Compassion

We approach every client with empathy, understanding, and genuine care—delivering exceptional service and guidance that protects what matters most.

Benefits

• Paid Time Off (PTO)
• Evenings Off
• Mon-Fri Schedule
• Hands on Training
• Monthly Bonus Opportunities
• Quarterly Outings
• Weekly Team Meetings
• Family Friendly
• Appreciation Lunches

Responsibilities

Client Management: Build and maintain strong relationships with clients, ensuring their needs are met proactively.

Policy Administration: Manage and service client insurance policies efficiently and accurately.

Consultative Selling: Assess clients insurance needs and recommend additional coverage to enhance protection.

Issue Resolution: Address and resolve client inquiries and concerns promptly, maintaining high satisfaction.

Collaboration: Work closely with the sales team to identify cross-selling opportunities and drive account growth.

Continuous Learning: Stay informed on industry changes and new products to better serve clients.

Requirements

Communication Skills: Excellent verbal and written communication skills with a client-focused approach.

Problem-Solving: Strong ability to address and resolve customer inquiries efficiently.

Organizational Skills: Ability to manage multiple priorities in a fast-paced environment.

Tech-Savvy - Proficient in Microsoft Office Suite; experience with insurance management software preferred.

Detail-Oriented - Commitment to accuracy and high-quality service.

Team Player - Strong collaboration skills with the ability to work effectively within a team.

Insurance Account Manager Experience: - Prefer a minimum of 2 years experience