Personnel Lines Customer Service Rep

Dagley Insurance; Katy (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Job summary

Dagley Insurance Agency, LLC is seeking an experienced Personal Lines Account Manager to join our Service Center Team. This role will answer client questions, help with coverage selections, and serve as the liaison between clients and the insurer.

The ideal candidate has at least 2 years of sales experience, excellent verbal and written communication skills, and a strong customer-service mindset. We foster a family-like, collaborative environment with opportunities for growth and recognition.

Qualifications

• Minimum of 2 years' experience handling personal lines accounts.
• Must be P&C Licensed.
• Excellent written and verbal communication skills.
• Independent, flexible, self-motivated and driven.

Responsibilities

• Assist clients in making appropriate coverage changes.
• Fulfill service requests for personal lines accounts in a professional and timely manner.
• Assist in marketing new and renewal personal lines accounts.
• Check policies, endorsements, cancellations and provide information to clients.

Skills

Strong communication

Customer service

Team player

Detail-oriented

Self-motivated

Tools

AMS360

Google Sheets

Job description

Dagley Insurance Agency, LLC, a comprehensive independent insurance provider, is seeking an experienced Personal Lines Account Manager to join our Service Center Team. The Personal Lines Account Manager will be responsible for answering clients questions, help make coverage selections and be the liaison between the client and the insurance provider.

This is an exciting opportunity to grow your career by providing comprehensive coverage and placing the correct product(s) in the hands of our insured. We believe in educating our clients about the products being purchased through our knowledgeable and well-trained staff. The ideal candidate has a minimum of two years of sales experience, thrives in a goal-oriented environment, has excellent verbal and written communication skills and a high regard for customer service.

At Dagley Insurance, we are not only a company, but we are also a family. We have a fun yet productive environment with contests, meeting lunches, holiday potlucks, or just sitting down with management. We pride ourselves on rallying around our colleagues and community support.

To the Account Manager we offer:

• Base salary and bonuses
• Increase in earning potential based on performance
• Coaching and feedback to help you develop your career further.
• Generous paid time off including vacation, sick and holidays
• Employer matched health insurance
• Referral bonus opportunities
• Retention bonus opportunities
• Collaborative, positive work environment

Duties and Responsibilities for the Personal Lines Account Manager:

• Assist clients in making appropriate coverage changes
• Fulfill client service requests for personal lines insurance accounts in a pleasant, professional and timely manner
• Assist in the marketing of new and renewal personal lines accounts
• Ensure client satisfaction through checking policies, making endorsements, handling cancellations, providing information, answering questions, performing research and reviewing accounts
• Offering additional insurance products to existing and potential customers
• Knows and understands the specifics of package policy products
• Ability to multitask; exceptional attention to detail
• Enjoy working in a team environment
• Strong automation skills emphasizing AMS360 and Google Sheets
• Ability to analyze risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects

Qualifications for Personal Lines Account Manager:

• Minimum of 2 years' experience handling personal lines accounts
• Must be P&C Licensed
• Must possess integrity, ability and willingness to continue to learn, demonstrates drive and initiative, ambition and a positive attitude
• Excellent communication skills, both written and verbal
• Must be independent, flexible, self-motivated and have the drive to succeed

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Experience:

• Insurance: 2 years (Preferred)

License/Certification:

• Insurance Producer License (Required)

Work Location:

• In person