Personal Line Account Manager

Talently; Tyler (TX); On-site; USD 45,000 - 70,000; Full time

Job summary

Talently in Tyler, TX is seeking a Personal Lines Account Manager to serve local clients on-site. The role requires guiding clients through policy options, managing a portfolio of personal lines accounts, and delivering exceptional service in English and Spanish.

You will work with carriers to secure favorable terms, handle renewals and changes, and document interactions accurately. A valid personal lines license and prior account-management experience are essential, along with strong

Qualifications

• Valid personal lines license required.
• Experience as account manager or similar role in insurance.
• Strong communication and interpersonal skills.
• Excellent organizational skills with high attention to detail.
• Proficiency with computers and industry software applications.

Responsibilities

• Establish, develop, and maintain strong client relationships in Tyler.
• Manage and oversee portfolio of personal lines accounts.
• Advise clients on policy coverage options.
• Process changes, renewals, and cancellations efficiently.
• Collaborate with insurance carriers to negotiate terms.
• Accurately document client interactions and policy details.
• Stay informed about personal lines trends and products.

Skills

Insurance license

Account management

Communication skills

Organization

Computer literacy

Education

College degree or related field

Job description

Job Title: Personal Lines Account Manager

Location: On Site - Tyler, Texas, United States

About the Insurance Company / The Opportunity:

Join a leading company in the insurance industry and make an immediate impact by managing personal lines accounts for valued clients in Tyler, Texas. As a Personal Lines Account Manager, you will play a vital role in providing expert guidance and exceptional customer service in both English and Spanish. This opportunity offers a collaborative environment, professional development within the insurance sector, and the chance to build lasting relationships with a diverse clientele.

Responsibilities:

• Establish, develop, and maintain strong client relationships through knowledgeable and friendly service in English and Spanish.


• Manage and oversee a portfolio of personal lines insurance accounts, ensuring appropriate coverage for each client.


• Advise clients on policy coverage options and assist them in making informed decisions.


• Process changes, renewals, and cancellations efficiently, in accordance with industry standards and regulations.


• Collaborate with insurance carriers to negotiate terms and advocate for clients' interests.


• Accurately document client interactions, transactions, and policy details.


• Stay informed about personal lines insurance trends and new products to provide up-to-date advice.

Must-Have Skills:

• Valid personal lines insurance license.


• Previous experience as an account manager or similar role within the insurance industry.


• Strong communication and interpersonal skills to engage a diverse client base.


• Excellent organizational skills and high attention to detail.


• Proficient with computers and industry-standard software applications.

Nice-to-Have Skills:

• College degree or higher education in business or a related field.


• Familiarity with a variety of personal lines insurance products.


• Advanced proficiency in industry management software.


• Proactive approach to staying updated on insurance market developments.