Personal Lines Account Leader - Client Services & Growth

texasfirstbank; Texas City (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Texas First Insurance is seeking a customer-focused professional to provide the highest level of service to Personal Lines accounts. You will work independently and with producers to design and execute comprehensive insurance programs tailored to each client’s needs, while maintaining client confidentiality.

The role emphasizes building professional rapport with clients, carriers, and team members, staying current with underwriting guidelines, and delivering timely, accurate service to support

Qualifications

• High school diploma or equivalent; Property & casualty license required.
• CISR or CIC designation preferred.
• 3–5 years experience in personal lines insurance preferred.
• Strong organizational and communication skills; maintain client confidentiality.

Responsibilities

• Design and implement insurance programs for clients per guidelines.
• Manage assigned book and renewals to ensure continuity.
• Prepare proposals with producer and obtain signatures.
• Maintain agency management systems with required data.
• Prepare summaries of insurance for producer/client review.
• Handle day-to-day service needs: changes, endorsements, cancellations.
• Prioritize and manage workflow for timely, accurate service.
• Collaborate with producers and team to assist clients and reach goals.
• Maintain knowledge of state/federal rules and underwriting requirements.
• Advise clients on coverages, exclusions, and exposures.
• Represent the agency in handling client/carrier relations.

Skills

Customer service

Attention to detail

Communication

Time management

Team collaboration

Education

High school diploma or equivalent

Property & casualty license

CISR/CIC or equivalent designation

Tools

AMS360

Image Right

Carrier portals

Job description

Texas First Insurance is seeking a customer-focused professional to provide the highest level of service to Personal Lines accounts. You will work independently and with producers to design and execute comprehensive insurance programs tailored to each client’s needs, while maintaining client confidentiality.

The role emphasizes building professional rapport with clients, carriers, and team members, staying current with underwriting guidelines, and delivering timely, accurate service to support