Personal Lines Insurance Account Manager

Lee Insurance Agency; Humble (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive Pay

Bonus Incentives

Matching Contributions to IRA

Paid Vacation

Professional Development

Job Stability in a growing industry

Job summary

A local insurance agency is seeking a dedicated Personal Lines Insurance Account Manager to maintain strong customer relationships and handle inquiries professionally. The ideal candidate has excellent communication skills, a strong work ethic, and a TX Property and Casualty insurance license. Key responsibilities include updating policies, addressing client inquiries, and collaborating to finalize coverage options. This position offers competitive pay and various benefits within a stable industry.

Qualifications

• Dependable, honest, punctual, and reliable with a strong work ethic.
• Positive and energetic attitude.
• Demonstrates empathy, patience, and forges strong interpersonal relationships.

Responsibilities

• Provide excellent service to existing clients and update policies.
• Address customer inquiries regarding new or existing insurance policies.
• Collaborate with clients to finalize coverage and negotiate with carriers.

Skills

Customer service

Communication skills

Attention to detail

Problem-solving skills

Education

TX Property and Casualty insurance license

High school diploma or equivalent

Tools

Microsoft Office (Outlook, Excel)

Job description

Personal Lines Insurance Account Manager

Are you a dependable and customer-focused professional with a positive attitude? Lee Insurance Agency is seeking a dedicated Personal Lines Insurance Account Manager to join our team. In this role, you will play a crucial part in maintaining strong customer relationships by handling inquiries and concerns with speed and professionalism. If you have excellent communication skills, attention to detail, and a strong understanding of insurance products, we invite you to apply.

• Competitive Pay
• Bonus Incentives
• Matching Contributions to IRA
• Paid Vacation
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Provide excellent service to existing clients, including updating policies, providing quotes, processing payments, answering questions, and delivering necessary documentation.
• Address customer calls and correspondence regarding new or existing insurance policies.
• Collaborate with new clients to understand their needs, gather data, research policy options, present alternatives, finalize coverage, cancel old policies, and negotiate with carriers when necessary.
• Schedule appointments or client calls to review existing policies, assess liability limits and exposures, explore additional coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Engage with customers to discuss products and services, quote new business, process renewals or cancellations, accept payments, and provide requested documentation.
• Resolve product or service issues by identifying concerns, determining the cause, explaining optimal solutions, expediting corrections, and ensuring follow-up for resolution.
• Maintain accurate records of customer interactions and transactions in the agency management system.
• Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in formal and informal meetings as needed.

Ideal Candidate

• Dependable, Honest, Punctual, and Reliable with a strong work ethic.
• Positive and energetic attitude.
• Holds a TX Property and Casualty insurance license or possesses 2 years of experience in a professional office environment.
• Well-organized with the ability to manage multiple priorities within specified timelines.
• Proficient in Microsoft Office programs, including Outlook and Excel.
• Excellent written and oral communication skills for various audiences.
• Strong problem-solving skills and attention to detail.
• Ability to handle customer complaints with composure, aiming for a positive customer experience.
• Demonstrates empathy, patience, and forges strong interpersonal relationships.
• Possesses a sense of urgency, excellent time management, and follow-up skills.
• Displays a strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.

Compensation: $35,000.00 - $50,000.00 per year

If you meet these qualifications and are ready to contribute to our team's success, we encourage you to apply. Join Lee Insurance Agency and grow with us in this exciting and stable industry.

IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.

Do you hold an active insurance license? *

Highest Level of Education *

Do you have a minimum of two years lines insurance account management experience? *

Benefits of working as an Independent Insurance Agent

Career advancement in a growing field

Flexibility

Make a Difference

Job Security

I am always challenged! Every day it is something new. I am challenged to learn new skills to complete projects. I am challenged to understand an industry I came in knowing little about. I am challenged to think outside of the box to be successful in a niche market. I am challenged to become a better writer. I am challenged to be a leader. I am challenged to think like an owner.