Private Client Account Manager

Job Description

Job Description

Who are we:

Toyota Insurance is a brand name of Toyota Insurance Management Solutions USA, LLC (TIMS). We are an independent agency specializing in property and casualty insurance for Toyota vehicle owners. We offer insurance through our trusted carrier partners to provide coverage for your Toyota vehicle, home and other assets. Our mission is to improve the Toyota ownership experience by improving the insurance experience.

Job Overview:

The Private Client Account Manager supports the service and retention of personal insurance accounts by managing renewals, preparing and presenting insurance quotes, addressing client inquiries, and delivering exceptional customer service. This role plays a key part in maintaining strong client relationships and ensuring a positive client experience throughout the policy lifecycle.

Job Responsibilities:

Client Service & Account Management

• Manage an assigned portfolio of personal insurance clients, providing responsive and professional customer service.
• Build and maintain positive client relationships by addressing policy questions, service requests, and coverage inquiries.
• Prepare proposals, coverage comparisons, policy summaries, and other client-facing insurance documents.
• Assist clients with claim-related inquiries and support a positive client experience.

Insurance Operations & Policy Administration

• Manage assigned client accounts throughout the policy lifecycle, including obtaining and comparing carrier quotes, reviewing coverage options, facilitating policy placement, renewals, and ongoing service in accordance with carrier underwriting guidelines and agency procedures.
• Process policy transactions, including endorsements, renewals, cancellations, billing inquiries and routine servicing requests with accuracy and timeliness.
• Proactively identify cross-selling opportunities within existing client accounts by recommending and selling additional insurance products to address coverage gaps, strengthen client retention, and contribute to portfolio revenue growth.
• Conduct initial compliance reviews of client insurance policies, renewals, and
  documentation to identify potential regulatory issues, ensure accuracy, and escalate
  concerns to the Senior Private Client Account Manager or Direct Manager.

 

Client Retention & Relationship Management

• Proactively manage renewals, including preparing coverage options and recommendations, to support policy retention and continuity of coverage.
• Schedule and coordinate client review meetings between the manager and clients to discuss policy changes, coverage options, and renewal recommendations.
• Maintain knowledge of personal lines insurance products, carrier guidelines, and industry best practices.
• Collaborate with internal team members to deliver a seamless client experience and support the continued success of Toyota Private Client Insurance.

 

Required Education and Experience:

• Active Texas Property & Casualty (P&C) Insurance License required.
• 2-3 years of personal lines insurance, account management, or client service experience.
• Associate degree required; bachelor's degree preferred.
• Strong organizational, time management, and prioritization skills.
• Excellent written and verbal communication skills

 

Required Knowledge, Skills, and Abilities:

• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, and SharePoint.
• Experience working with agency management systems and carrier portals; Nexsure experience preferred.
• Ability to manage competing client needs, renewal deadlines, and service requests while maintaining accuracy and timely follow-through.
• Working knowledge of personal insurance products, policy coverages, carrier underwriting guidelines, eligibility requirements, and applicable regulatory requirements.
• Ability to identify client coverage needs, discuss available insurance options, and support coverage recommendations.
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently while collaborating effectively within a team environment.
• Strong problem-solving and client relationship management skills

Required Competencies:

• Customer-focused
• Attention to Details
• Problem Solving
• Relationship Building
• Planning and Execution

 

Work Environment and Physical Demands:

• Work is primarily performed in a professional office environment. The regular schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. Employees may work from home on Fridays, subject to company policy and business needs.
  
• Location : 6565 Headquarters Dr Plano, TX 75024

 

Degree of Travel:

None

Compensation:

• $53,000- $70,000 based on skills, education and experience 

What are the Perks? 

• Medical, Dental & Vision Insurance
• Paid Time Off, Paid Holidays and Sick Days
• 401(k) Match
• FSA and HSA
• Baby Bonding & Parental Leave
• FMLA
• Life Insurance 
• Pet Insurance
• Employee Vehicle Lease Program (Insurance and Maintenance included)
  
• Employee Vehicle Purchase Program 

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. The job description is not intended to be all inclusive of the multitude of tasks that may be assigned, but rather to provide a general overview of the expectations and responsibilities of this position. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned.

Work Authorization:

Applicants must be authorized to work for any employer in the U.S. This position does not offer sponsorship or the transfer of sponsorship of employment Visa. Candidates must already hold work eligibility for the United States.

Learn More:

Visit our website Toyota Insurance: to learn more about our company culture and career opportunities.

FLSA Job Status: ☒ Exempt ☐Non-Exempt 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

An Equal Opportunity Employer: Female / Minority / Disability / Protected Veteran / Sexual Orientation / Gender Identity

EEOC is The Law Information poster: Know Your Rights: Workplace Discrimination is Illegal (eeoc.gov)

Toyota Insurance Management Solutions, including its affiliates Connected Analytic Services and Advanced Connectivity (collectively “TIMS”) participate in E-Verify.