Personal Lines Account Manager

Benchmark Insurance Group; Houston, Northern (TX, KY); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Salaried positions

PTO after 90 days

Up to 10 paid holidays

Healthcare coverage after 90-day prob.

Bonus and commission structure

Great co-workers

Job summary

Benchmark Insurance Group of Texas seeks an experienced Personal Lines Account Manager to oversee an established book of business. You will review and advise on new business, renewals, and endorsements, delivering personalized service to clients.

Retention and exceptional customer service are our priorities. The role requires a Property & Casualty license, 5+ years of insurance service experience, and a proactive, team-oriented mindset.

Qualifications

• Must have a Property and Casualty Insurance License.
• Minimum 5 years of insurance service experience.
• Detail oriented with strong communication and customer service skills.
• Proficiency in using computer programs including Microsoft Office.

Responsibilities

• Deliver a high level of personal attention to prospective and existing customers.
• Quote new business and re-market existing business.
• Gather information and evaluate clients’ needs against available insurance products.
• Provide coaching on personal insurance policy options upon request.
• Complete various Acord forms accurately.

Skills

Communication

Customer service

Detail oriented

Microsoft Office

AMS360

Education

High School Diploma/GED

Tools

AMS360

Microsoft Office

Job description

About Us:

Benchmark Insurance Group of Texas is seeking an experienced Personal Lines Account Manager to oversee their own, already established, book of business. We’ll collaborate to establish ambitious goals to propel your career forward and provide you the support you need to achieve them. You will be responsible for reviewing and advising on new business, renewals, and endorsements as well as provide a personalized experience to all clients. Retention is our primary goal and we strive to provide exceptional customer service to all our clients, with courtesy and professionalism.

Duties and Responsibilities:

• Deliver a high level of personal attention to prospective and existing customers
• Quote new business and re-market existing business
• Gather information and evaluate clients’ needs against available insurance products for each client
• Provide coaching on personal insurance policy options upon request
• Extensive knowledge and ability to complete various Acord forms
• Ability to accurately deliver policy and endorsement documentations in a timely manner
• Manage account receivables for direct bill and agency bill accounts, as well as accounts setup on premium financing
• Ability to upsell and/or cross sell other policies
• Assume other job responsibilities as assigned by manager

What you'll bring to the table:

• Property and Casualty Insurance License (required)
• At least 5 year insurance service experience (required)
• High School Diploma/GED (required)
• Detail oriented
• Excellent communication skills
• Excellent customer service skills
• Strong aptitude for computer programs including Microsoft Office (required)
• AMS360 experience a plus but not required
• Ability to function well in a small agency environment
• Must be pro-active, a team player, and ready to hit the ground running!

Job Type: Full-time

Extra perks we offer:

• Salaried positions
• PTO after a 90-day probationary period
• Up to 10 paid holidays
• Healthcare coverage after 90-day probationary period
• Bonus and commission structure
• Great co-workers! We are all fun, lend a helping hand, and are always excited to add a great candidate to our team!

Onboarding time:

• Ongoing training, as well as industry experts working close-by
• 90-day probationary period

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

Supplemental Pay:

• Bonus opportunities
• Commission pay

Application Question(s):

• Expected salary requirements?
• What is the premium size of the book of business you have managed

Experience:

• Independent Agency: 3 years (Preferred)
• Property and Casualty Insurance: 5 years (Preferred)

License/Certification:

• Property and Casualty License (Required)

Work Location: In person