Personal Lines Account Manager, Insurance & Client Growth
Overview
Property & Casualty licensing preferred. Own a client book and drive retention while identifying opportunities to round accounts and generate referrals. Collaborate with producers and managers to hit agency goals in a hybrid environment. This role blends service excellence with relationship building to reduce client stress and improve coverage. Success hinges on proactive outreach, clear communication, and strong organization.
What You'll Do10
- 1Build and maintain an 88%+ client retention rate through proactive outreach and white-glove service
- 2Conduct weekly account reviews to identify coverage gaps discounts and rounding opportunities
- 3Manage endorsements billing certificates and claims assistance for an assigned book
- 4Audit new files for accuracy and oversee onboarding to ensure smooth transition
- 5Educate clients on agency value prompting referrals and account rounding
- 6Support branding by contributing blog topics social posts and client testimonials
- 7Collaborate with producers and managers to achieve agency goals and maintain a positive culture
- 8Assist with cross-selling Auto Home Life lines and expanding client relationships
- 9Ensure timely updates in agency management systems and carrier portals
- 10Provide timely responses and resolutions to client inquiries and requests
Requirements5
- 1Active Texas Property & Casualty license or ability to obtain promptly
- 2Personal lines insurance experience with Auto Home Life strongly preferred
- 3Strong written and verbal communication active listening and time management skills
- 4Proactive organized calm under pressure with a listen-to-learn mindset
- 5Tech savvy with agency management systems carrier portals and modern office tools
Salary Insight
$55 - $65k per year
Location
Required Skills
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