Part Time Account Manager, Personal Lines

RHSB; Dallas (TX); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Profit Sharing potential

Community involvement

PTO policy

Medical, Vision and Dental Insurance

401K match

Gym access

Dress for your Day Policy

Career advancement training

Job summary

RHSB is seeking a Part Time Account Manager for Personal Lines in Dallas, TX. You will deliver accurate customer service to personal lines clients and support revenue growth through retention and proactive account management.

The role requires a Texas P&C license, a minimum 1 year of retail insurance experience or training, and a high school diploma (bachelor's degree preferred). Flexible PTO and professional growth are highlighted in the benefits.

Qualifications

• High school diploma required.
• Bachelor's degree preferred.

Responsibilities

• Provide accurate and professional customer service to assigned personal lines P&C customers.
• Assist in achieving revenue growth through customer retention and account rounding.
• Quoting in carrier websites.
• Set up client renewal review spreadsheets and proposals.
• Attach documentation in the agency management system.

Education

High school diploma

Bachelor's degree preferred

Job description

Position: Part Time Account Manager, Personal Lines

Location: Dallas, TX

Job Id: 212

# of Openings: 1

Part Time Associate Account Manager, Personal Lines

Help Us Make a Difference!

Founded in 1945, RHSB’s goal is to put our client’s needs first. We are a close-knit team dedicated to building long-lasting relationships with our customers and colleagues. We foster an environment that encourages collaboration, teamwork, and professional growth.

The Personal Lines Account Manager is passionate and proactive about the clients they serve. If you are looking for a work environment that values self-starters, creativity, responsiveness and client focus, consider joining us!

We offer:

• Profit Sharing potential
• A commitment to community involvement through volunteering, local giving, and the RHSB Foundation
• An environment that focuses on employee wellness through our PTO policy, Employee Assistance Program, and flextime
• Medical, Vision and Dental Insurance Plans
• 401K match
• Complementary office amenities including gym
• A Dress for your Day Policy
• A commitment to training and career advancement

Summary

This position is primarily responsible for providing accurate and professional customer service to assigned personal lines P&C customers, exercising discretion and independent judgement. This position is also responsible for helping achieve department and organization revenue growth goals, through customer retention, account rounding and collaboration within the department and organization by performing the following duties.

Responsibilities:

• Core duties and responsibilities include the following. Other duties may be assigned.
• Meets the service needs of all assigned customers, with guidance and training from more experienced Account Managers.
• Promotes customer retention through account review and account rounding; re-marketing accounts when necessary with training and guidance from seasoned account managers.
• Complies with all client service deliverable standards including maintaining work accuracy.
• Possesses and maintains a thorough understanding of personal lines P&C insurance exposures/rating/coverage and forms.
• Manages and organizes time to maintain client deliverable standards.
• Quoting in carrier websites.
• Set up client renewal review spreadsheets and proposals.
• Attaching documentation in the agency management system.
• Interacts with various staff to assure prompt superior service to both external & internal clients.

Requirements:

• At least 18 years of age
• High school diploma required; Bachelor's degree (B.A.) from four-year College or equivalent, preferred
• Texas P&C License required
• 1 year retail insurance agency experience and/or training; or equivalent combination of education and experience