Personal Lines Account Manager
Dexter & Company, Dallas, TX, United States
Personal Lines Account Manager
Job Summary
The Personal Lines Account Manager plays a key role in delivering exceptional client service by managing day-to-day account needs and processing policy changes. This role supports both service and sales objectives by ensuring timely, accurate, and professional handling of client accounts. The Account Manager partners closely with Producers to process new and renewal business, maintain strong carrier relationships, and uphold the agency's standards for quality, efficiency, and customer satisfaction.
Duties and Responsibilities
Provide exceptional customer service to existing and new clients, ensuring complete satisfaction.
Maintain strong relationships with clients, prospective clients, and producers.
Foster internal relationships and contribute to the development of a positive organizational culture.
Prioritize development of new account plans for existing clients by designing placement strategies, evaluating risks, and proposing coverage recommendations.
Process and prepare renewal reviews minimum 30 days out, coordinating with the producer on marketing strategy and providing the renewal presentation to the producer 15 days prior to expiration for delivery to the insured.
Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services.
Practice effective time management, respecting both your own time and the time of others.
Responsible for overall retention of accounts and assigned book of business by partnering closely with producers and other personnel on all aspects of client service, marketing, and renewals.
Develop new business from existing accounts and contribute to meeting departmental production goals.
Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
Manage, organize, and conduct client meetings when necessary and appropriately document conversations with clients and carrier representatives.
Follow established procedures to maintain clean, organized, and accurate data in agency platforms and reports.
Acquire understanding of clients' insurance objectives and critically analyze and compare insurance plans to determine suitability, negotiating with Underwriters and carriers when necessary.
Stay abreast of changes in the insurance industry and other external conditions that may impact clients by attending industry-related continuing education training and courses.
Promptly respond to all email and voice mail correspondence per agency SLA standards.
Perform other duties and projects as assigned.
Qualifications
Required
High School Diploma or GED
Property & Casualty License
2-4 years of previous insurance account management experience
Preferred
Experience with Epic/Applied agency software
Bachelor's Degree
Knowledge, Skills, & Abilities
Sound knowledge of rating procedures, coverage, and insurance industry operations.
Full knowledge of insurance markets is essential.
Strong PC skills, including proficiency in agency management systems.
Ability to thrive in a fast-paced, changing environment and prioritize tasks effectively.
Self-motivated with the ability to work independently and as part of a team.
Excellent communication skills, both verbal and written.
Strong interpersonal skills with the ability to interact effectively with colleagues, managers, clients, and insurance companies.
Ability to maintain strict confidentiality and adhere to company policies and procedures.
Company Values & Culture
Teamwork
- We collaborate selflessly to achieve shared success, valuing diverse perspectives and supporting one another with trust and respect. We take accountability for our role within the team, contributing proactively, communicating openly, and prioritizing the collective goal over individual interests. We remain solution-oriented, addressing challenges with a constructive mindset and a commitment to progress.
Integrity
- We uphold the highest ethical standards in every decision and action, ensuring honesty, fairness, and transparency in all interactions. We take accountability for our choices, owning both our successes and failures, and consistently doing what is right-even when no one is watching.
Professionalism
- We set the gold standard in expertise, respect, and conduct, treating others as we wish to be treated while consistently representing our organization with excellence. We take accountability for our performance and behavior, ensuring that our words and actions reflect reliability, competence, and a commitment to continuous improvement.
Superior Service
- We go above and beyond to exceed expectations, anticipating needs and delivering outstanding experiences to clients and colleagues alike. We take accountability for the quality of our service, acting with urgency, ownership, and a relentless commitment to adding value in every interaction. We continuously seek innovative ways to improve, adapt, and elevate the service we provide.
Service Beyond Self
- We extend our commitment to Superior Service beyond our organization, actively engaging in efforts that strengthen and support our local communities. We take accountability for making a difference through volunteerism, philanthropy, and responsible corporate citizenship.
We foster an environment where employees are empowered to grow and contribute meaningfully. The ideal candidate will align with these principles and integrate them into their daily work.
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Duties and Responsibilities
Provide exceptional customer service to existing and new clients, ensuring complete satisfaction.
Maintain strong relationships with clients, prospective clients, and producers.
Foster internal relationships and contribute to the development of a positive organizational culture.
Prioritize development of new account plans for existing clients by designing placement strategies, evaluating risks, and proposing coverage recommendations.
Process and prepare renewal reviews minimum 30 days out, coordinating with the producer on marketing strategy and providing the renewal presentation to the producer 15 days prior to expiration for delivery to the insured.
Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services.
Practice effective time management, respecting both your own time and the time of others.
Responsible for overall retention of accounts and assigned book of business by partnering closely with producers and other personnel on all aspects of client service, marketing, and renewals.
Develop new business from existing accounts and contribute to meeting departmental production goals.
Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
Manage, organize, and conduct client meetings when necessary and appropriately document conversations with clients and carrier representatives.
Follow established procedures to maintain clean, organized, and accurate data in agency platforms and reports.
Acquire understanding of clients' insurance objectives and critically analyze and compare insurance plans to determine suitability, negotiating with Underwriters and carriers when necessary.
Stay abreast of changes in the insurance industry and other external conditions that may impact clients by attending industry-related continuing education training and courses.
Promptly respond to all email and voice mail correspondence per agency SLA standards.
Perform other duties and projects as assigned.
Qualifications
Required
High School Diploma or GED
Property & Casualty License
2-4 years of previous insurance account management experience
Preferred
Experience with Epic/Applied agency software
Bachelor's Degree
Knowledge, Skills, & Abilities
Sound knowledge of rating procedures, coverage, and insurance industry operations.
Full knowledge of insurance markets is essential.
Strong PC skills, including proficiency in agency management systems.
Ability to thrive in a fast-paced, changing environment and prioritize tasks effectively.
Self-motivated with the ability to work independently and as part of a team.
Excellent communication skills, both verbal and written.
Strong interpersonal skills with the ability to interact effectively with colleagues, managers, clients, and insurance companies.
Ability to maintain strict confidentiality and adhere to company policies and procedures.
Company Values & Culture
Teamwork
- We collaborate selflessly to achieve shared success, valuing diverse perspectives and supporting one another with trust and respect. We take accountability for our role within the team, contributing proactively, communicating openly, and prioritizing the collective goal over individual interests. We remain solution-oriented, addressing challenges with a constructive mindset and a commitment to progress.
Integrity
- We uphold the highest ethical standards in every decision and action, ensuring honesty, fairness, and transparency in all interactions. We take accountability for our choices, owning both our successes and failures, and consistently doing what is right-even when no one is watching.
Professionalism
- We set the gold standard in expertise, respect, and conduct, treating others as we wish to be treated while consistently representing our organization with excellence. We take accountability for our performance and behavior, ensuring that our words and actions reflect reliability, competence, and a commitment to continuous improvement.
Superior Service
- We go above and beyond to exceed expectations, anticipating needs and delivering outstanding experiences to clients and colleagues alike. We take accountability for the quality of our service, acting with urgency, ownership, and a relentless commitment to adding value in every interaction. We continuously seek innovative ways to improve, adapt, and elevate the service we provide.
Service Beyond Self
- We extend our commitment to Superior Service beyond our organization, actively engaging in efforts that strengthen and support our local communities. We take accountability for making a difference through volunteerism, philanthropy, and responsible corporate citizenship.
We foster an environment where employees are empowered to grow and contribute meaningfully. The ideal candidate will align with these principles and integrate them into their daily work.
#J-18808-Ljbffr