Personal Lines Account Executive

Mike Ridley Farmers Insurance Agency; Frisco (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Paid Time Off

Mon-Fri Schedule

Career Growth

Retirement Plan

Job summary

Mike Ridley Farmers Insurance Agency in Frisco, TX is hiring a friendly Customer Service Representative to join the Personal Lines team. You will support clients by answering questions, explaining home, auto, and umbrella coverage, and guiding them through claims and billing processes.

We value organization, attention to detail, and a proactive mindset. This role offers weekday hours, PTO, and opportunities for growth within a busy, client-focused agency.

Qualifications

• Texas Property & Casualty license (General Lines) required; Life & Health license a plus.
• Clear, friendly, and professional communication by phone, email, and in person.
• Listen, empathize, and go the extra mile for clients.
• Identify solutions by understanding client needs and options.
• Process documents accurately and keep client records spotless.
• Juggle multiple tasks and maintain timely follow-ups.
• Be bubbly, upbeat, and skilled at building lasting relationships.
• 1+ year in insurance or customer service preferred; Farmers or agency management system experience is a bonus.

Responsibilities

• Client Support: Answer client questions, resolve issues, and deliver the right solutions with a smile.
• Policy Assistance: Help clients understand home, auto, and umbrella coverage, options, and terms.
• Claims Handling: Guide clients through filing a claim and ensure documentation is accurate and timely.
• Premium Management: Handle billing questions, process payments, and help clients manage payment plans.
• Policy Updates: Process changes such as vehicles, drivers, coverage adjustments, and address updates.
• Client Retention: Reach out at renewal, after rate changes, and when payments lapse to keep clients in force.
• Account Reviews: Spot coverage gaps and cross-sell opportunities and refer them to our producers.

Skills

Communication

Organization

Attention to detail

Problem-solving

Customer service

Empathy

Relationship building

Job description

Job Description

Do you love helping people, keeping things organized, and making clients smile? We’re a busy, close-knit Farmers agency in Frisco looking for a friendly, detail-oriented Customer Service Representative to join our Personal Lines team. If you’re the kind of person clients ask for by name, we’d love to meet you.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Client Support: Answer client questions, resolve issues, and deliver the right solutions with a smile.

Policy Assistance: Help clients understand their home, auto, and umbrella coverage, options, and terms.

Claims Handling: Guide clients through filing a claim and make sure documentation is submitted accurately and on time.

Premium Management: Handle billing questions, process payments, and help clients manage payment plans.

Policy Updates: Process changes such as vehicles, drivers, coverage adjustments, and address updates.

Client Retention: Reach out at renewal, after rate changes, and when payments lapse to keep clients happy and in force.

Account Reviews: Spot coverage gaps and cross-sell opportunities and refer them to our producers.

Requirements

Licensing: A current Texas Property & Casualty (General Lines) license is required. A Life & Health license is a plus.

Communication Skills: Clear, friendly, and professional by phone, email, and in person.

Customer Focus: You listen, empathize, and go the extra mile.

Problem-Solving Abilities: You figure out what clients need and find a way to make it happen.

Attention to Detail: You process documents accurately and keep client records spotless.

Organization: You juggle many tasks without dropping a follow-up.

Personality: Bubbly, upbeat, and great at building lasting relationships.

Experience: 1+ years in insurance or customer service preferred. Farmers or agency management system experience is a bonus.