Personal Lines Account Manager

Texas First Bank; Texas City (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Texas First Bank is seeking a dedicated insurance professional to provide exceptional customer service for personal lines accounts. Responsibilities include managing client portfolios, advising clients on insurance coverage, and collaborating with the agency team to meet client needs while adhering to underwriting guidelines. Ideal candidates will have a property and casualty license, and 3-5 years' experience in personal lines insurance, demonstrating analytical skills and attention to detail.

Qualifications

• 3-5 years experience in personal lines insurance preferred.
• Property & casualty license required.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Manage and maintain assigned book of business for timely renewals.
• Consult clients on coverages and industry regulations.
• Prepare proposals and secure required signatures for coverage.

Skills

Analytical

Detail oriented

Mathematical skills

Critical thinking

Confidentiality

Education

High school diploma or equivalent

Property & casualty license

3-5 years’ experience in personal lines insurance

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

Career Opportunities with Texas First Bank

A great place to work.

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Make applying EASY....text TFIPERSONALLINES to [phone] and start your resume!

Join a talented team and workplace! Texas First Insurance has served Texans since 1925. It is a community-based independent agency with deep roots and a solid reputation in the industry. Our mission is to protect our client's assets through a commitment to personally understanding and mitigating their risks, which drives us daily. Our clients make us who we are, and we are committed to helping them succeed and build up our local communities.

Job Summary

Responsible for the highest level of customer service to Personal Lines Accounts. Providing prompt, accurate and courteous service to agency clients. Working independently & collaboratively with clients, producers & company representatives to design & execute a comprehensive insurance program specific to insureds needs. Developing a professional rapport with clients, company representatives and business associates; by maintaining knowledge of personal lines coverage and company underwriting guidelines. Maintaining security and client confidentiality. Upholding and encouraging a positive work environment.

Helping Texans Build Texas aligning with our organization’s values of Respect, Responsive, Responsible.

Responsibilities and Duties

• Collectively or independently explore, create, execute, review all information necessary to designs & implement appropriate insurance programs for clients both new & renewal in accordance with agency and underwriting guidelines.
• Manage/maintain assigned book of business ensuring timely renewal relationship continuation process is managed according to agency standards and guidelines as to protect client, agency E&O exposure and carrier partner relationships.
• Prepare proposal, & in collaboration with producer, present proposal to client, obtain required signatures & warranties required to secure coverage.
• Maintain/update agency management systems/platforms with all required information according to agency procedures.
• Prepare summaries of insurance for producer / client review
• Manage all day-to-day service needs of clients, including but not limited to changes, endorsements, cancellations, reinstatements.
• Prioritize & manage workflow to ensure efficient, timely & accurate handling of responsibilities.
• Collaborate with producers, associates & agency team members, providing technical support, to assist clients & reach agency goals.
• Maintains knowledge of industry state & federal rules & regulations and carrier underwriting requirements
• Consult, inform, educate clients on coverages, exclusions & exposures.
• Represents the agency in collaboration with producers in handling complaints, concerns, for an amicable relationship with clients & carriers.
• All other duties requested by management to assist agency in achieving organizational goals.

Tools & Technology

• Microsoft office products (Word, Excel, PowerPoint, Outlook)

Special Skills & Requirements

• Collaborator with positive approach to co-workers, duties & organization
• Analytical, detail oriented, ability to think critically regarding complex solutions.
• Above average mathematical skills
• Projection of professional image in a business professional environment
• Respect confidentiality of clients and associates
• Initiative-taking, initiative-taker, ability to work independently in a fast-paced, team environment with minimal instruction.

Level of Responsibility

• Managing client accounts
• Providing expert advice
• Overseeing & adhering to contract requirements
• Making independent strategic decisions which require expert level of discretion, education, knowledge & independent judgement.
• At times involves responsibilities beyond standard office hours i.e., client meetings, client deadlines, industry training events.

Education and Special Requirements

• High school diploma or equivalent.
• Property & casualty license
• three - five years’ experience in personal lines insurance preferred
• Awareness of E & O exposure and use of E & O prevention techniques