Personal Lines Account Manager

The Agency Recruiting; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Health insurance coverage

Job summary

A Dallas-based independent insurance agency is seeking a Personal Lines Account Manager to provide exceptional service to clients and manage inquiries regarding insurance coverage. The role requires strong communication and problem-solving skills, along with a customer service background. This full-time position offers a supportive training program and competitive compensation including paid time off and health insurance. If you thrive in a family-oriented environment, consider applying or reach out directly.

Qualifications

• Customer service experience is essential for this role.
• Strong communication skills are required.
• Problem-solving skills should be well-developed.

Responsibilities

• Advise clients on insurance coverages and policies.
• Strengthen relationships with customers through excellent service.
• Manage communications with clients regarding their insurance.

Skills

Customer Service background

Strong written & verbal communication skills

Strong Problem solving skills

Detail-oriented

Positive attitude

Education

Bachelor's degree or insurance background

Tools

Microsoft Office

Google Workspace

P&C insurance license

Job description

Description

Our client is a Dallas-based independent insurance agency with a positive, lively culture. They are a growing team that has a family oriented environment that work together to provide the best possible service to their customers. They are a full service risk management firm that has consistently grown double digits year over year since their inception in 2011. That growth is driven off of referrals from customers, centers of influence, and having great people to serve them.

Personal Lines Account Manager

WHAT WILL YOU DO?

• Advise and support clients with inquiries around various insurance coverages, policies and terms
• Strengthen relationships with existing customers by providing excellent customer service
• Work with producers to maintain high customer retention
• Manage customer communication & documentation
• Assist customers with coverage & billing questions via phone & email
• Process policy changes, updates to billing, cancellations & reinstatements
• Facilitate the claims process, as needed

Requirements

• Customer Service background
• Strong written & verbal communication skills
• Strong Problem solving skills
• Detail-oriented
• Positive attitude
• Preferred bachelor's degree or insurance background
• Proficient with Microsoft Office/ Google Workspace
• P&C insurance license and experience required

Why Them?

This position is a full-time, in-office position in Dallas, TX. Their training program is intentionally designed to ensure you are fully-equipped and confident in starting your role. We are excited to play a part in your growth and development. Compensation is an annual base salary and they offer paid time off, paid holidays and health insurance coverage. Whether you're looking for the next step in your career or simply just looking for a role in a stress-free environment where people come first, then you're encouraged to apply to this post or contact me directly at [e-mail]