Junior Property and Casualty Account Manager

Integrity; Tyler (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short‑Term and Long‑Term Disability

Job summary

A leading insurance firm in Tyler, TX is seeking a dedicated Property & Casualty Insurance Account Manager. The ideal candidate will manage existing clients, build new relationships, and recommend the best insurance products based on client needs. Responsibilities include completing paperwork, staying informed on compliance, and maintaining accurate records. Candidates must possess excellent interpersonal skills, a High School Diploma, and proficiency in relevant software. This is a full-time position offering benefits such as a 401(k) plan and paid holidays.

Qualifications

• General Property & Casualty Insurance License – Texas preferred or willingness to obtain.
• Ability to sit for long periods and provide extensive support via phone/email.
• Strong urgency to meet deadlines.

Responsibilities

• Network and build relationships with potential clients.
• Recommend suitable insurance policies based on client needs.
• Complete all necessary paperwork related to insurance policies.
• Stay up to date with compliance and regulations.
• Maintain records of policies sold and prospective clients.

Skills

Excellent interpersonal skills

Attention to detail

Analytical and problem-solving skills

Effective time management

Ability to work independently

Education

High School Diploma or GED

Tools

Applied Epic

PL Rater

Microsoft Excel

Job description

Property and Casualty Account Manager

Location: Tyler, TX

Job Summary

We are looking to hire a dedicated and ambitious Property & Casualty Insurance Account Manager to join our team.

The role involves managing an existing group of clients and identifying networking opportunities to connect with new potential clients, understand their needs, and offer suitable insurance products and policies.

Ultimately, the Property & Casualty Insurance Account Manager role is to ensure a positive experience for our clients, meeting their needs and placing them with the correct product and carrier.

Ideal candidates are those with excellent interpersonal skills, a deep understanding of property and casualty insurance policies, and the ability to work towards agency service goals.

Primary Responsibilities

• Network and build relationships with potential clients
• Understand the individual needs of the clients and recommend suitable insurance policies
• Complete all necessary paperwork related to insurance policies
• Stay up to date with changes in insurance products, compliance and regulations
• Maintain records of insurance policies sold and prospective clients
• Address and resolve clients’ complaints and queries promptly and professionally

Primary Skills & Requirements

• General Property & Casualty Insurance License – Texas preferred or willingness to obtain within first 90 days of employment
• High School Diploma or GED
• Proficient in agency account management software (e.g., Applied Epic, PL Rater)
• Proficient in Microsoft Excel
• Effective time management, prioritization skills, and sense of urgency to meet strict deadlines
• Strong attention to detail and accuracy
• Excellent analytical and problem‑solving skills
• Ability to sit for long periods of time and execute extensive support to clients via phone and email correspondence
• Ability to work independently and as part of a team

Benefits Available

• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short‑Term and Long‑Term Disability

Seniority Level

• Associate

Employment Type

• Full‑time

Job Function

• Administrative, General Business, and Finance

Industries

• Financial Services, Banking, and Insurance