Personal Lines Account Manager, Insurance
Texan Insurance
full-time
Posted on:
Location Type: Hybrid
Location: Houston • Texas • United States
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About the role
- Providing exceptional service and support to clients by managing personal insurance accounts.
- Building strong client relationships through proactive communication, policy reviews, and timely resolution of client inquiries or concerns.
- Identifying opportunities to enhance client coverage and recommending appropriate insurance solutions.
- Maintaining accuracy in policy documentation, endorsements, renewals, and client communications with adherence to agency and carrier guidelines.
- Contributing to agency growth by supporting client retention efforts and identifying opportunities for cross-selling and referrals.
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 2 years of experience working in an independent insurance agency or 5 years of experience in a captive insurance agency environment is preferred.
- Experience managing personal lines insurance accounts and servicing policies such as homeowners, auto, flood, and umbrella coverage is required.
- An active and valid Property and Casualty Insurance License is required. Texas License preferred.
- Working knowledge of personal lines insurance products including homeowners, auto, renters, flood, and umbrella policies.
- Proficiency in insurance agency management systems such as Hawksoft, EZLynx, Applied Epic, or similar platforms, along with Microsoft Office applications.
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
personal lines insurancepolicy managementclient retentioncross-sellinginsurance solutionspolicy documentationendorsementsrenewalsclient communicationinsurance products
Soft Skills
client relationship managementproactive communicationproblem resolutionattention to detailorganizational skills
Certifications
Property and Casualty Insurance LicenseTexas License