On-Site Personal Lines Account Manager with Flex Schedule

Carroll Insurance Agency; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Carroll Insurance Agency in Houston, TX is seeking an Account Manager to manage and retain a Personal Lines book. You will deliver outstanding service, conduct coverage reviews, identify solutions, and serve as a trusted advisor.

Responsibilities include renewal and retention management, client advocacy, onboarding new clients, policy service, and cross-selling opportunities. You will collaborate with carriers and internal teams to ensure accuracy and a superior client experience.

Qualifications

• 3+ years of Personal Lines insurance experience.
• Active Texas Property & Casualty license is required.
• Strong client communication and service orientation.
• Proficiency with agency management systems and MS Office.

Responsibilities

• Serve as the primary point of contact for assigned Personal Lines clients.
• Lead renewal and retention processes with thorough coverage reviews.
• Identify cross-selling opportunities and support account growth.
• Assist with onboarding new clients and ensure accurate policy issuance.
• Maintain compliant documentation in the agency management system.

Skills

Personal Lines insurance

Client relationship management

Communication skills

Organizational skills

Education

Texas P&C License

Tools

Applied Epic

Microsoft Office

Job description

Carroll Insurance Agency in Houston, TX is seeking an Account Manager to manage and retain a Personal Lines book. You will deliver outstanding service, conduct coverage reviews, identify solutions, and serve as a trusted advisor.

Responsibilities include renewal and retention management, client advocacy, onboarding new clients, policy service, and cross-selling opportunities. You will collaborate with carriers and internal teams to ensure accuracy and a superior client experience.