Personal Lines Account Manager

Impact Performance Team; Lampasas (TX); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Disability insurance

Health insurance

Paid time off

Job summary

Impact Performance Team in Texas is hiring a Personal Lines Account Manager for an on-site, full-time role. You will manage client accounts, process quotes, and coordinate with licensed agents to deliver tailored insurance solutions.

Ideal candidates have at least 1 year in insurance, with a Texas P&C license preferred. Training for licensing will be provided, and licensing fees covered by the agency. Strong communication and data analysis skills are essential.

Qualifications

• 1 year or equivalent experience in the insurance industry.
• Active Texas Property and Casualty License preferred.
• Willing to become licensed within 90 days of hire; agency will pay for classes and licensing fees.
• Experience with e-signature platforms such as DocuSign.
• Experience with Insurance related Client Management Systems and ACORD Forms.

Responsibilities

• Consistently perform service and sales administration tasks in a high volume, fast-paced environment.
• Deliver outstanding customer service via phone, email and in person by addressing inquiries and resolving issues promptly.
• Process policy changes, issue certificates of insurance and prepare new business and renewal quotes.
• Assist producing agent by analyzing client needs and tailoring insurance solutions.
• Respond to underwriting requests from insurance companies; assist with claims, billing and payments.

Skills

Communication

Sales support

Team collaboration

Data analysis

Insurance knowledge

Education

Texas P&C License

Tools

DocuSign

ACORD Forms

CMS systems

Job description

Role Overview

This is a full-time, on-site Personal Lines Account Manager role. The ideal candidate will be responsible for managing client accounts and providing exceptional customer service. This role requires strong communication skills, as well as the ability to analyze client needs and work as a team alongside licensed insurance agents. Your key responsibilities may include:

• Consistently perform service and sales administration tasks in a high volume, face paced environment.
• Deliver outstanding customer service via phone, email and in person by addressing inquiries and resolving issues promptly.
• Perform accurate data entry, quote and process policy changes, issue certificates of insurance as well as prepare new business and renewal quotes and applications.
• Utilize analysis skills helping the producing agent to assess client requirements and tailor insurance solutions accordingly.
• Respond timely to underwriting requests from insurance companies.
• Agent and customer assistance with claims filing and processing.
• Agent and customer assistance with billing and payment processes.
• Collaborate with team members to achieve overall agency success.

Qualifications

• Minimum 1 year or equivalent experience in the insurance industry, preferred but not required.
• Active Texas Property and Casualty License, preferred but not required.
• Must be willing to become licensed within 90 days of hire. Agency will pay for classes and licensing fees.
• Experience with e-signature platforms such as DocuSign.
• Experience with Insurance related Client Management Systems.
• Experience with Acord Forms and Supplemental Questionnaires.
• Excellent communication skills, both verbal and written, with the ability to engage clients effectively.
• Familiarity with sales processes and customer service best practices.
• Ability to analyze data and make informed decisions based on client needs.

Benefits

• Base Salary starting at $40,000-$48,000 depending on experience
• Disability insurance
• Health insurance
• Paid time off