Personal Lines Account Manager

Job Description

Job Description

Hybrid schedule

Greenway Insurance Account Manager - Client Retention  position is client facing, working directly with current policyholders to assess their needs, review their current coverage, evaluate coverage options, and bind the appropriate coverage changes / rewrites based on the client’s needs.

Essential Duties:

• Consult our existing personal lines clients about their coverage
• Discuss accounts with clients and determine if remarket/reshop makes sense
• Our Quote Processing team will complete the remarket with carriers
• Present new coverage when we find a better option, or reinforce the current value and modify the policy coverage/deductible for retention
• Underwriting liaison for placing current accounts with other carriers
• Proactively support the agency in identifying and closing cross-sell opportunities
• Coordinate service processing work with CSR’s
• Role will have support team for billing, e-signatures, trailing docs, rate processing, etc.

Desired Qualifications:

• REQUIRED Insurance P&C license
• REQUIRED Two Years: Independent Agency Experience (not captive or direct)
• Minimum 2-5 Years’ experience in Home and Auto: Rating, Presenting Coverage, Selling, Servicing
• Experience with LM/Safeco, Allstate, National General, Travelers, Pure, Vault, AIG, Progressive, Sagesure, Hippo, The Hartford and more.
• Agency Zoom/AMS360 experience highly preferred
• Consistent display of excellent communication skills, verbal and written
• Proficient with Microsoft Office Suite, including Excel, Outlook & Word
• Ability to effectively communicate with underwriters and carrier staff
• Ability to work in a decentralized team environment, coordinating work with other team members remotely

Work Remotely

• Hybrid

Job Type: Full-time

Benefits:

• 401(k) with employer matching
• Dental insurance
• Short term and Long term Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in Houston, TX 77024