Texan Insurance

Account Executive

• The Account Executive is responsible for proactive renewal outreach, improving retention of personal lines policies, and cross-selling additional lines of business during renewal conversations.
• Conduct mandatory outbound renewal calls to clients.
• Serve as the primary point of contact for an assigned book of personal lines clients, delivering high-touch, professional service.
• Use a consultative approach to identify options for retaining policies.
• Analyze coverage and identify gaps.
• Reshop if necessary.
• Execute proactive renewal outreach to improve retention rates.
• Handle policy changes, endorsements, certificates, and billing inquiries accurately.
• Respond promptly to client questions and resolve issues with urgency.
• Maintain empathy and strong problem-solving skills when handling client concerns.
• Follow established processes and scripts to ensure consistency and compliance.
• Round out accounts by cross-selling appropriate coverages.
• Identify and present opportunities to cross-sell additional lines of business (auto, home, umbrella, flood, etc.) during renewal calls.
• Prepare and present professional insurance proposals and quotes.
• Build and maintain strong relationships with carriers and underwriters to secure competitive terms.
• Overcome objections and transition conversations effectively from renewal to cross-sell.
• Maintain accurate and complete client records in Hawksoft.
• Ensure all transactions comply with agency procedures and industry regulations.
• Stay current on industry trends, product offerings, and compliance requirements through ongoing education.

Account Executive – Personal Lines Service

Insurance

• The Licensed Insurance Account Specialist provides client support and administrative assistance in managing insurance accounts.
• Assist clients with basic inquiries, routine policy updates, and claims filing.
• Handle client communication via phone, email, or in-person to resolve issues or provide information regarding their accounts.
• Process policy changes, renewals, and cancellations by coordinating with insurance carriers and updating internal systems.
• Review and verify policy information to ensure accuracy and compliance with company and regulatory standards.
• Support clients through the claims process by helping them file claims, providing coverage information, and liaising between clients and insurance carriers.
• Maintain and update client records, policy details, and other relevant documentation in the agency’s database and CRM systems.
• Ensure all records are accurate, up-to-date, and compliant with insurance regulations and company policies.
• Assist Account Managers and senior staff with administrative tasks, including preparing policy quotes, reports, and correspondence.
• Provide administrative support for the underwriting process, helping to gather necessary information and ensure that all paperwork is completed properly.
• Important: All candidates are required to complete the Culture Index survey; candidates who do not complete it will not be reviewed.

Licensed Insurance Account Specialist

Customer Support

• Answer incoming call center calls and transferring to the appropriate department.
• Maintain and follow up on suspense files regarding service-related items promptly.
• Input and update client information accurately after all customer interactions.
• Adhere to detailed instructions and guidelines provided by managers.
• Respond to customer inquiries via phone, email, and in-person visits, providing clear and accurate information regarding insurance policies, coverage, billing, and claims.
• Assist customers with policy changes, including updating personal information, adding, or removing coverage, and processing renewals.
• Ensure all documentation is accurate and up to date.
• Guide clients through the claims process, helping them understand coverage, filing claims, and following up on claim status with the relevant departments.
• Address and resolve customer complaints or issues promptly and professionally, escalating complex cases to supervisors when necessary.
• Assist insurance agents by providing support with policy quotes, explaining coverage options, and suggesting additional products or services that meet customers' needs.
• Ensure that all customer interactions, documentation, and processes comply with regulatory requirements and company policies.
• Maintain accurate and organized records of customer interactions, policy changes, and claims in the company’s customer relationship management (CRM) system.
• Proactively follow up with clients to ensure satisfaction and answer any additional questions.
• Communicate upcoming renewals, policy expirations, or changes affecting their coverage.

Account Executive – Personal Lines Service

Licensed Insurance Account Specialist

Licensed Personal Lines Customer Service Representative