Personal Lines Insurance Account Manager: Client Advocate

BancFirst; Plano (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Job summary

A regional bank in Texas is seeking a Personal Lines Insurance Account Manager to deliver proactive customer service and manage accounts. The role involves reviewing customer coverages, presenting renewal proposals, and ensuring timely collections. Ideal candidates will have a high school education, strong knowledge of Personal Property/Casualty coverages, relevant experience, and an active insurance license. The company offers a comprehensive benefits package, along with opportunities for professional development.

Qualifications

• High School education required with college degree preferred or equivalent experience.
• Advanced knowledge of Personal Property/Casualty coverages.
• Current insurance license and maintains at least the CISR designation.
• Typically has at least three-five years of experience as a P/L Account Manager.

Responsibilities

• Provides proactive day-to-day customer service by anticipating customer needs.
• Reviews customer exposures and recommends appropriate products.
• Creates and presents renewal proposals to existing customers.
• Manages the customer’s accounts receivables for timely collections.

Skills

Customer service

Negotiation skills

Mathematical accuracy

Organizational skills

Working knowledge of Word and Excel

Education

High School diploma

College degree or equivalent experience

Job description

A regional bank in Texas is seeking a Personal Lines Insurance Account Manager to deliver proactive customer service and manage accounts. The role involves reviewing customer coverages, presenting renewal proposals, and ensuring timely collections. Ideal candidates will have a high school education, strong knowledge of Personal Property/Casualty coverages, relevant experience, and an active insurance license. The company offers a comprehensive benefits package, along with opportunities for professional development.