Personal Lines Insurance Account Manager

Personal Lines Insurance Account Manager

Are you a dependable and customer-focused professional with a positive attitude? Lee Insurance Agency is seeking a dedicated Personal Lines Insurance Account Manager to join our team. In this role, you will play a crucial part in maintaining strong customer relationships by handling inquiries and concerns with speed and professionalism. If you have excellent communication skills, attention to detail, and a strong understanding of insurance products, we invite you to apply.

Benefits/Perks:

• Competitive Pay
• Bonus Incentives
• Health/Dental/Vision Insurance
• Matching Contributions to IRA
• Paid Vacation
• Professional Development
• Job Stability in a growing industry

Responsibilities:

• Provide excellent service to existing clients, including updating policies, providing quotes, processing payments, answering questions, and delivering necessary documentation.
• Address customer calls and correspondence regarding new or existing insurance policies.
• Collaborate with new clients to understand their needs, gather data, research policy options, present alternatives, finalize coverage, cancel old policies, and negotiate with carriers when necessary.
• Schedule appointments or client calls to review existing policies, assess liability limits and exposures, explore additional coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Engage with customers to discuss products and services, quote new business, process renewals or cancellations, accept payments, and provide requested documentation.
• Resolve product or service issues by identifying concerns, determining the cause, explaining optimal solutions, expediting corrections, and ensuring follow-up for resolution.
• Maintain accurate records of customer interactions and transactions in the agency management system.
• Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in formal and informal meetings as needed.

Our Ideal Candidate:

• Dependable, honest, punctual, and reliable with a strong work ethic.
• Positive and energetic attitude.
• Holds a TX Property and Casualty insurance license or possesses 2 years of experience in a professional office environment.
• Well-organized with the ability to manage multiple priorities within specified timelines.
• Proficient in Microsoft Office programs, including Outlook and Excel.
• Excellent written and oral communication skills for various audiences.
• Strong problem-solving skills and attention to detail.
• Ability to handle customer complaints with composure, aiming for a positive customer experience.
• Demonstrates empathy, patience, and forges strong interpersonal relationships.
• Possesses a sense of urgency, excellent time management, and follow-up skills.
• Displays a strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.

If you meet these qualifications and are ready to contribute to our team's success, we encourage you to apply. Join Lee Insurance Agency and grow with us in this exciting and stable industry. Compensation: $35,000.00 - $50,000.00 per year.

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIAT member agency is a great career choice!

IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don't work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.

IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?