Private Client Personal Lines Account Manager — Hybrid

Combinedagents; Austin (TX); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Training & development

Job summary

Combinedagents is seeking a Private Client Personal Lines Account Manager for a full-time hybrid role based in Austin, Texas. The role involves overseeing high-value personal lines clients and delivering exceptional customer service, with flexibility for remote work.

The successful candidate will manage a portfolio, maintain client relationships, and address insurance needs. Strong account management skills and relevant insurance qualifications are essential.

Qualifications

• Proficiency in Account Management and Customer Service to maintain and grow strong client relationships.
• Knowledge of Personal Insurance products and to effectively manage diverse client requirements.
• Understanding of general Insurance principles and practices to guide clients through policy-related inquiries and decisions.

Responsibilities

• Oversee a portfolio of high-value personal lines clients and deliver exceptional customer service.
• Manage insurance needs focusing on servicing and growing Private Client book of business.
• Maintain strong client relationships and identify cross-selling opportunities.

Skills

Account Management

Customer Service

Personal Insurance knowledge

Effective communication

Organizational skills

Education

Insurance certification or licensing (e.g., Property & Casualty License)

Tools

Vertafore/AMS360

Job description

Combinedagents is seeking a Private Client Personal Lines Account Manager for a full-time hybrid role based in Austin, Texas. The role involves overseeing high-value personal lines clients and delivering exceptional customer service, with flexibility for remote work.

The successful candidate will manage a portfolio, maintain client relationships, and address insurance needs. Strong account management skills and relevant insurance qualifications are essential.