Personal Lines Insurance Account Manager - Waco, TX

NavSav Insurance; Waco (TX); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical Insurance

Retirement with up to 4% match

Commission eligible for account cross-

Paid holidays

Paid vacation

Vision Insurance

Dental Insurance

Job summary

NavSav Insurance is seeking a passionate Personal Lines Account Manager to support client services and retention across our local Texas office. The role focuses on maintaining strong client relationships, addressing coverage needs, and driving retention through proactive service and reviews.

Ideal candidates will hold a Property & Casualty license, bring customer service experience, and be proficient with MS Office.

Qualifications

• Licensed Property & Casualty preferred.
• Experience in customer service roles.
• Excellent communication skills, both written and verbal.
• Proficient in MS Office and basic internet navigation.
• Self-motivated with strong multitasking abilities.

Responsibilities

• Establish and develop exceptional customer relationships.
• Provide prompt, accurate, and friendly customer service.
• Discuss client coverage needs, gaps, billing concerns, policy changes and process changes.
• Provide policy reviews and remarket renewals as needed.
• Contribute to retention goals by following established processes.

Skills

Property and Casualty license

Customer service experience

Verbal and written communication

Typing 45+ WPM; MS Office

Independent, self-starter

Problem solving

Multi-tasking

Tools

Microsoft Office

Job description

We have a SPOT for YOU at NavSav! We are in need of a passionate, hard working, and experienced Personal Lines Account Manager to assist with client services and retention within one of our local offices. We are a rapidly growing independent agency with over 75+ locations across the Unites States. We have access to 150+ carriers which equates to much higher retention and customer satisfaction!

We are searching for talented people who will help us shake up the insurance world and guide the NavSav of tomorrow. Our people bring ambition, passion, and innovation to every dimension of our company. Every member of our team is adding to our rapid growth and bringing new perspectives to every corner of our success.

About The Role

We are hyper focused on GROWTH and RETENTION. We feel that it is just as important to retain our loyal clients as it is to bring in new clients! We need a committed account manager like you to bring high energy and motivation to meet goals and initiatives. The ideal account manager would be enthusiastic about this position and the part that you will play in providing best in class customer service to clients while helping them to prepare for the unexpected!

If this sounds like you, we are ready for you!

Key Responsibilities

• Establish and develop exceptional customer relationships
• Provide prompt, accurate, and friendly customer service
• Discuss client coverage needs, gaps, billing concerns, policy changes, etc. and process any needed policy changes
• Providing policy reviews as appropriate and remarketing policy renewals as needed for client
• Contribute to individual goals and agency success by following our set retention processes

Benefits Included

• Medical Insurance
• Retirement with up to 4% match
• Commission eligible when rounding out accounts and cross selling accounts
• Paid holidays
• Paid vacation
• Vision Insurance
• Supplemental Insurance
• Dental Insurance

Required Skills And Licensing

• Property and Casualty license
• Pass background check
• Customer service experience
• Strong verbal/written communication skills
• Good operational computing/typing 45+ WPM (Microsoft Office Suites, Internet Browsers)
• Confident self-starter who works well independently
• Strong problem-solving capabilities
• Ability to multi-task

If you feel that this position could be a great fit for your skillset, we encourage you to