Personal Lines Account Specialist, Insurance
Texan Insurance
full-time
Posted on:
Location Type: Hybrid
Location: Houston • Texas • United States
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Job Level
About the role
- Provide administrative and client service support to the Personal Lines team by assisting with insurance account servicing and policy administration.
- Report to the Service Manager and work closely with the Personal Lines Service Team and Account Managers.
- Assist with policy servicing, processing policy changes, supporting claims inquiries, and ensuring accurate documentation of client accounts while maintaining a high level of customer service.
- Maintain accurate and up-to-date policy documentation, client records, and system information in accordance with agency and carrier guidelines.
- Respond to client communications via phone, email, or in-person to provide policy information or resolve service-related questions.
- Process policy changes, renewals, endorsements, and cancellations.
Requirements
- An associate degree or bachelor’s degree in business, finance, insurance, or a related field is preferred.
- Equivalent professional experience in the insurance industry may be considered in place of formal education.
- A minimum of 1 year of experience working in an independent insurance agency or 3 years of experience in a captive insurance agency environment is preferred.
- Experience servicing personal lines insurance policies such as homeowners, auto, or umbrella coverage.
- An active and valid Property and Casualty Insurance License is required.
- Basic knowledge of personal lines insurance products and agency servicing procedures is preferred.
Benefits
- Competitive Compensation
- Comprehensive Benefits
- Retirement Planning
- Paid Time Off
- Professional Development
- Collaborative Culture
- Community Engagement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
policy administrationpolicy servicingclaims processingdocumentation managementclient account managementpolicy changesrenewalsendorsementscancellationscustomer service
Soft Skills
communicationclient serviceorganizational skillsattention to detailproblem-solving
Certifications
Property and Casualty Insurance License