Personal Lines Account Manager

Personal Lines Account Manager Position Summary The primary function of this role is to manage a designated book of clients, deliver exceptional service, support renewals and enrollments, and ensure the accurate and timely processing of information. This role serves as a key liaison between clients, carriers, and internal departments to maintain high satisfaction and retention. Key Responsibilities Client Service and Relationship Management Serve as the primary point of contact for assigned clients Achieve a 92% retention rate on assigned book of business Proactively reach out to clients and conduct ongoing account reviews Remarket renewals when necessary Provide timely, proactive communication and education throughout the client lifecycle Address and resolve service issues related to billing, eligibility, claims, and coverage Revenue Growth and Account Development Review accounts during client interactions and recommend improved coverage Identify account rounding opportunities and pursue them proactively Identify coverages held with other agents Renewals and Plan Marketing Coordinate the renewal process including collecting census data, submitting to carriers, and reviewing proposals Present renewal options to clients with attention to compliance and cost impact Ensure timely execution of renewal materials and carrier requirements Document all interactions in the management system New Business and Sales Audit new business files for accuracy and completeness Send onboarding materials to clients post-sale Quote and follow up on new business opportunities within 48 hours Close business according to agency sales process Earn commission when writing business not closed by Producer Team and Carrier Coordination Collaborate with producers, underwriters, carriers, and internal departments to ensure smooth plan administration Manage day-to-day carrier and vendor communications on behalf of clients Participate in team meetings and support agency-wide initiatives Qualifications Active Texas General Lines Property and Casualty license, or ability to obtain within 90 days of hire Experience with Applied Epic; will consider other agency management systems Proficiency with Microsoft Office Suite Excellent verbal and written communication skills Strong interpersonal skills with a client-first mentality Highly organized with strong attention to detail and follow-through Comfort with managing multiple deadlines in a fast-paced environment Ability to work both independently and collaboratively Positive attitude and professional working relationships Strong attention to detail Dependability and punctualityAbility to pass a criminal background check, as permitted by law Hours Monday – Friday, 8:00am to 5:00pm Location Remote or hybrid work options available for residents of Texas Benefits Competitive Compensation Package Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off and Paid Holidays #J-18808-Ljbffr