Personal Lines Account Manager

Personal Lines Account Manager
Position Summary
The primary function of this role is to manage a designated book of clients, deliver exceptional service, support renewals and enrollments, and ensure the accurate and timely processing of information. This role serves as a key liaison between clients, carriers, and internal departments to maintain high satisfaction and retention.

Key Responsibilities
Client Service and Relationship Management

Serve as the primary point of contact for assigned clients

Achieve a 92% retention rate on assigned book of business

Proactively reach out to clients and conduct ongoing account reviews

Remarket renewals when necessary

Provide timely, proactive communication and education throughout the client lifecycle

Address and resolve service issues related to billing, eligibility, claims, and coverage

Revenue Growth and Account Development

Review accounts during client interactions and recommend improved coverage

Identify account rounding opportunities and pursue them proactively

Identify coverages held with other agents

Renewals and Plan Marketing

Coordinate the renewal process including collecting census data, submitting to carriers, and reviewing proposals

Present renewal options to clients with attention to compliance and cost impact

Ensure timely execution of renewal materials and carrier requirements

Document all interactions in the management system

New Business and Sales

Audit new business files for accuracy and completeness

Send onboarding materials to clients post-sale

Quote and follow up on new business opportunities within 48 hours

Close business according to agency sales process

Earn commission when writing business not closed by Producer

Team and Carrier Coordination

Collaborate with producers, underwriters, carriers, and internal departments to ensure smooth plan administration

Manage day-to-day carrier and vendor communications on behalf of clients

Participate in team meetings and support agency-wide initiatives

Qualifications

Active Texas General Lines Property and Casualty license, or ability to obtain within 90 days of hire

Experience with Applied Epic; will consider other agency management systems

Proficiency with Microsoft Office Suite

Excellent verbal and written communication skills

Strong interpersonal skills with a client-first mentality

Highly organized with strong attention to detail and follow-through

Comfort with managing multiple deadlines in a fast-paced environment

Ability to work both independently and collaboratively

Positive attitude and professional working relationships

Strong attention to detail

Dependability and punctualityAbility to pass a criminal background check, as permitted by law

Hours
Monday – Friday, 8:00am to 5:00pm

Location
Remote or hybrid work options available for residents of Texas

Benefits

Competitive Compensation Package

Vision Insurance

Company Paid Disability Insurance

Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance

401(k) with Safe Harbor Match

Paid Time Off and Paid Holidays

#J-18808-Ljbffr