Personal Lines Account Manager

BroadStreet Partners, Inc.; San Antonio (TX); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

BroadStreet Partners, Inc. is seeking a Personal Lines Account Manager / Private Client Advisor to provide proactive, high-level service to Producers and clients.

You will manage day-to-day client service activities, from new business to renewals, policy changes, and documentation, while identifying coverage needs and supporting retention. Working closely with Producers, you will review information for accuracy, prepare submissions, and market submissions to carriers.

Qualifications

• Knowledge of personal lines products, coverages, markets, and servicing practices.
• Minimum of two years of insurance industry experience preferred.
• Familiarity with marketing, rating, underwriting, and carrier procedures.
• Experience with Middle Market, High Net Worth, Private Client, and Farm/Ranch markets preferred.
• Strong organizational and time management skills with the ability to prioritize and meet deadlines.
• Excellent written and verbal communication skills with problem-solving abilities.

Responsabilités

• Coordinate new business and renewal activities from submission to completion, including authorizing coverage and policy changes.
• Provide prompt, professional service via calls, emails, and requests in a timely manner.
• Collaborate with Producers to acquire, retain, develop, and service personal lines accounts.
• Review client and underwriting information for completeness and accuracy, obtaining missing information as needed.
• Prepare accurate insurance submissions and supporting documentation.
• Market and rate new and renewal submissions with carriers.
• Develop coverage and proposal summaries for Producers, identifying gaps and recommendations.
• Manage marketing and renewal processes per agency procedures and workflows.
• Bind coverage when authorized and document binders, policies, endorsements, certificates, and related docs.
• Maintain accurate client and policy records in agency systems.
• Coordinate with carriers, underwriters, Producers, and staff to resolve issues and complete requests.
• Support Producers in maintaining client relationships and achieving retention goals.
• Coordinate premium payments with Producers and clients when coverage is bound or billed.

Connaissances

Personal lines knowledge

Insurance experience

Underwriting knowledge

Specialty markets

Time management

Communication

Attention to detail

Independent yet collaborative

In-office work

Description du poste

The Personal Lines Account Manager / Private Client Advisor provides proactive, high-level service and support to Producers and clients. This role is responsible for coordinating and managing day-to-day client service activities, including new business, renewals, policy changes, and related administrative functions. Working closely with Producers, this individual delivers accurate, timely, and responsive service while identifying coverage needs, resolving service issues, monitoring claims, and supporting account retention and growth.

Primary Responsibilities

• Manage and coordinate new business and renewal activities from initial submission through completion, including authorizing coverage and policy changes within established carrier authority.
• Provide prompt, professional service to clients by responding to phone calls, emails, and service requests in a timely manner.
• Partner with Producers to acquire, retain, develop, and service personal lines accounts.
• Review client and underwriting information for completeness and accuracy, obtaining any missing information as needed.
• Prepare accurate and complete insurance submissions and supporting documentation.
• Market and rate new and renewal submissions with appropriate insurance carriers.
• Develop coverage and proposal summaries for Producers, identifying potential coverage gaps, additional coverage needs, and recommendations for consideration.
• Manage the marketing and renewal process in accordance with agency procedures and workflows.
• Bind coverage when authorized and obtain, review, and document binders, policies, endorsements, certificates, and related documentation.
• Maintain accurate and complete client and policy records within agency management systems.
• Coordinate with carriers, underwriters, Producers, and agency personnel to resolve issues and ensure timely completion of client requests.
• Support Producers in maintaining strong client relationships and achieving account retention goals.

Additional Responsibilities

• Coordinate with Producers and clients to ensure premiums are paid when coverage is bound or appropriately billed by the carrier.
• Participate in Personal Lines meetings, training programs, continuing education opportunities, and professional development activities as requested by management or required for licensing and designation maintenance.
• Perform other duties and responsibilities as assigned.

Required Qualifications & Skills

• Demonstrated knowledge of personal lines insurance products, coverages, markets, and servicing practices.
• Minimum of two (2) years of insurance industry experience preferred.
• Working knowledge of insurance marketing, rating, underwriting, and carrier procedures.
• Experience with Middle Market, High Net Worth, Private Client, and Farm/Ranch insurance markets preferred.
• Strong organizational and time management skills with the ability to prioritize multiple responsibilities and meet deadlines.
• Ability to work independently while collaborating effectively with Producers, clients, carriers, and agency colleagues.
• Excellent written and verbal communication skills, along with strong problem-solving, follow-up, and conflict resolution abilities.
• Demonstrated attention to detail and commitment to accuracy.
• Ability to identify required tasks, determine appropriate next steps, and execute efficiently.c
• This position is 100% in-office and is not eligible for a hybrid work schedule.
• Employees are expected to be present in the office daily during regular business hours.