Personal Lines Account Manager

Gabriel Group; Katy (TX); On-site; USD 30,000 - 37,000; Part time

Benefits offered by this job

Casual dress

Job summary

Hamann Insurance Group in Katy, Texas is seeking a Part-Time Personal Lines Account Manager to support sales and service for personal lines clients, renewals, and remarketing with major carriers. This on-site role requires handling applications, quoting, and client communication.

You will work with a range of carriers and brokers, providing technical support to Sales Executives, processing changes, renewals, and new business while maintaining high service standards in a casual dress environment.

Qualifications

• Property & Casualty license required.
• 3-5 years independent agency experience preferred.
• Experience with insurance sales.
• Experience with Applied EPIC agency management system highly preferred, as well as a comparative rater.

Responsibilities

• Provides technical support to Sales Executives; analyzes client needs, coverage forms and quotations.
• Pre-qualifies and analyzes prospects’ personal lines coverage needs; prepares quotes and proposals.
• Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contract.
• Completes applications for insurance and has insured sign them; submits to carriers and follows up for quotations.
• Assists clients with renewals, remarkets, and policy changes; informs clients of changes and exclusions.
• Reviews current coverages at each service contract and suggests changes or new markets as needed.
• Processes incoming mail and phone requests; uses agency systems for invoicing and follow-ups.
• Prepares summaries of insurance, schedules and proposals using the computerized system.
• Assists with first reports of claims and tracks claim status with carriers.
• Maintains long-term client relationships through effective communication and service.

Skills

Customer service

Sales support

Policy analysis

Communication

Education

Property & Casualty license

Tools

Applied EPIC

Comparative Rater

Job description

• Base Pay $22.00 - $27.00 / Hour
• Job Category Part-Time Personal Lines Account Manager
• Employee Type Part-Time Non-Exempt

Contact information

Description

About us

Hamann Insurance Group has a family environment and culture and has served Texas and beyond for nearly half a century!We are a full-service independent insurance agency and brokerage insuring Commercial Lines and Personal Lines.

Hamann Insurance Group is currently searching for a dynamic Part-Time Personal Lines Account Manager . In this role you would work with standard carriers such as Chubb, Travelers, Liberty Mutual (Safeco), Homeowners of America, Hartford, Foremost, Progressive, Swyfft, Allstate/National General, Nationwide, several National Flood Insurance Programs, and a number of well-known brokers, such as Burns & Wilcox, CRC, and WGS to service and support our personal lines clients with renewals, new business, and remarketing.If you are looking for a new opportunity and would like to find out about us, we would like to find out about you!

We are in Katy, Texas—conveniently located near both I-10 & Grand Parkway (99).

The office hours are 800am-500pm.

Hourly rate will be commensurate with experience.

Dress is casual.

Part-time position; on-site (not remote or hybrid)

Personal Lines/Property & Casualty Account Manager

Performs the essential functions of the position, which include aiding Sales Executives and clients with service and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.

RESPONSIBILITES:

Provides technical support to Sales Executives; specifically in analyzing client needs, coverage forms and quotations.

Pre-qualifies and analyzes prospects’ personal lines coverage needs.Recommends coverages and prepares rating quotes and proposal to sell new accounts.

Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contract.

Completes applications for insurance and has insured sign them.Submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.

Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect data base and system.

Determines if direct bill, agency bill, or policy financing is appropriate and invoices accordingly.

At each service contract, reviews current client coverages and recommends changes in coverage and in markets, as needed to ensure high quality coverage.

Processes renewals and remarkets, as needed.

Assists clients with making coverage changes and completes all service requests for clients.

Informs clients of policy changes, exclusions of coverage and insurance coverage needs. Explains coverages and exclusions to clients. Uses every service contract as opportunity to review and market appropriate coverage.

Verifies policy and policy change information, facilitating corrections when necessary

Processes incoming mail and phone requests, responding promptly and appropriately.

Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.

Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive

Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.

Prepares summaries of insurance, schedules, and proposals, using computerized system.

Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.

Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executives

Other administrative and operational duties directed by management that assist in the success of the agency

PERSONAL DEVELOPMENT, KNOWLEDGE, SKILLS:

Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other Responsibilities.

Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors, and other business contacts to build long-term relationships based on honesty and integrity

Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.

Ability to understand written and oral communication and interpret abstract information.

Knowledge of insurance products and usage’s; insurance markets and reference to markets; and insurance rating and underwriting procedures

Learn from experiences and seek improvement

Take ownership in all aspects of the position

REQUIREMENTS:

Property & Casualty Insurance License required

Minimum 3-5 years independent agency experience preferred

Experience with insurance sales

Experience with Applied EPIC agency management system highly preferred, as well as a comparative rater