Personal Lines Account Manager
Questpro
Personal Lines Account Manager Farmers Branch, TX Temp to Hire We are working with a growing Texas-based insurance brokerage built on trusted relationships, responsive service, and thoughtful risk management. Our client is seeking an experienced Licensed Personal Lines Account Manager to manage and strengthen relationships with personal insurance clients, with a focus on high-net-worth individuals and families. The ideal candidate has independent agency experience, understands complex personal lines exposures, and delivers proactive, highly personalized service. This role manages an assigned book of business, supports retention and growth, and partners closely with producers and carriers to deliver strong client outcomes. Key Responsibilities Manage an assigned book of personal lines business, including high-net-worth and complex accounts. Serve as the primary service contact, providing timely, professional, and consultative support. Review insurance programs to identify coverage gaps, changing exposures, cross-selling opportunities, and risk- management solutions. Handle submissions, policy changes, renewals, endorsements, billing questions, certificates, evidence of insurance, and other service requests. Market new and renewal accounts to carrier partners and compare coverage, pricing, limits, deductibles, and underwriting requirements. Prepare clear, accurate proposals, coverage summaries, and client recommendations. Coordinate coverage for high-value homes, secondary residences, luxury vehicles, valuables, umbrellas or excess liability, domestic staff, watercraft, and other affluent-client exposures. Proactively manage renewals, including exposure updates, loss-history review, carrier negotiation, and client presentations. Build trusted relationships with clients, producers, underwriters, claims professionals, and referral partners. Assist with claims reporting and advocate for a smooth, responsive claims experience. Maintain accurate documentation and follow agency procedures, carrier requirements, licensing rules, and applicable regulations. Support retention, organic growth, team collaboration, carrier training, continuing education, and process improvement. Required Qualifications Active Property and Casualty insurance license in the applicable state or states. 3-5 years of personal lines account management experience within an independent insurance agency. Experience serving high-net-worth or affluent personal lines clients. Strong knowledge of personal insurance coverages, underwriting considerations, carrier appetites, policy forms Ability to manage complex accounts with multiple properties, vehicles, valuables, umbrella or excess liability Strong ability to review policies, identify coverage gaps, and explain insurance concepts clearly. Excellent organization, communication, accuracy, professionalism, discretion, and attention to detail. Proficiency with agency management systems, including Applied Epic, and carrier platforms. #J-18808-Ljbffr Questpro
- ...Job Description Job description Seeking an experienced Insurance Account Representative to service and manage Commercial and/or Personal Lines accounts. This position is responsible for providing exceptional customer service, processing policy changes, handling...SuggestedFull time
$55k - $65k
...Benefits: 401(k) Employee discounts Paid time off Opportunity for advancement Training & development Personal Lines Account Manager Royalty Insurance Agency LLC Location: Lewisville, TX (Hybrid Potential) Schedule: Mon–Fri, 9:00 AM – 5:30 PM Salary:...SuggestedWork at officeWork from homeFlexible hours- ...Job Description Personal Lines Account Manager Insurance Agency We are seeking an experienced and service-driven Personal Lines Account Manager to join our growing insurance agency. This role is ideal for someone who is highly organized, detail-oriented...SuggestedWork at office
- ...Personal Lines Account Manager Job Summary: The Personal Lines Account Manager plays a key role in delivering exceptional client service by managing day-to-day account needs and processing policy changes. This role supports both service and sales objectives by ensuring...SuggestedLocal area
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- Royalty Insurance Agency LLC in Lewisville, TX is seeking a Personal Lines Account Manager to retain and grow our client base with white-glove service. You will manage an assigned book, ensuring clients have the best rates and coverage while identifying opportunities to...
- ...FSA Plans. ~10 Paid Holidays. ~ PTO & Vacation. ~ Tuition Reimbursement. POSITION SUMMARY: Manage and grow a defined portfolio of customer accounts. Serves as a primary point of contact for assigned clients, ensuring satisfaction, retention, and long-...Work at office
- ...Account Manager Company Overview: Triton Stone is a family-owned, women-run company... ...Quarterly Business Review Meetings (in-person) with Top Accounts Maintain a Professional... ...in continually adding new product lines and gaining industry partnerships. We...Full timeWork at office
- ...systems and platforms A growth mindset—open to feedback, eager to learn, and committed to continuous improvement Strong time management and organizational skills, with the ability to thrive in a fast-paced, performance-oriented environment Nice to Have (But Not...Relocation
$99.1k - $163.4k
...1 What Is the Opportunity? National Accounts provides casualty solutions for clients with... ...of Travelers. What Will You Do? Manage the profitability, growth, and retention... ...external partners by regularly meeting in person with agents, brokers, and customers to market...Local area- ...CALL CENTER CLIENT ACCOUNT MANAGER I MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong... .... All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workShift work
- ...Travelers Account Executive, National AccountsTaking care of our customers, our communities... ...success of Travelers.What Will You Do?Manage the profitability, growth, and retention... ...external partners by regularly meeting in person with agents, brokers, and customers to market...Local area
- Mission of the Personal Lines Account Executive To grow the personal/commercial book of business by maximizing the insurance sales process and... ...Identify training needs with assistance from managers, develop a personal improvement plan and take responsibility...Immediate startWeekend workAfternoon shift1 day per week
- ...Job Stability in a growing industry No experience required Paid training provided Job Description We are seeking an Entry-Level Account Manager to join our team. As the Account Manager, you will be responsible for growing our book of business through new client...
- Royalty Insurance Agency in Texas is seeking a motivated Personal Lines Account Executive to help clients protect what matters most while growing a strong book of business. This fast-paced sales role rewards follow-up, relationship building, closing opportunities, and...
- ...Envision, Inc. is seeking an Account Manager to manage a defined portfolio of customer accounts. You will be the primary contact for clients, ensuring satisfaction, retention, and growth by aligning Envision's products with customer needs. You will nurture relationships...
- ...collaborate with restaurateurs, operators, and accountants to reduce labor costs, increase... ...national chains. Overview The Accounting Manager owns the day-to-day accounting operations... ...Supplemental national holidays, parental, personal, bereavement, and reproductive loss...Contract workLocal area
- ...serve a diverse base of commercial and personal clients through our Commercial... ...Sales & Business Development Client Management & Customer Service Human Resource Management... ...Advancement Position: Part Time Account Manager, Personal Lines Location: Dallas, TX Job Id: 212...Part timeWork at officeLocal area
- ...a lasting sales career. We're looking for a Sales Development Manager to guide new sales team members through their first 90 days, from... .... The company's white-glove service pairs each client with a personal concierge who builds a whole-home connection plan, places the orders...Work at officeDay shift
- ...Our Dallas‑based construction client is seeking an Accounting Manager to oversee the full job‑costing and project‑accounting function for construction projects across Texas. This role is ideal for an experienced accounting professional who understands the pace and complexity...Work at officeFlexible hours
- ...office to dominate these markets. The Role As a Sales Account Executive, you will own the full sales cycle from our DFW office... ...first contact to signed contract-no hand-offs, no account management support. Consultative Discovery: Conduct phone and video discovery...Contract workWork at officeLocal areaRemote workWork from home
$55k
...Insurance is looking for a motivated, relationship-driven Personal Lines Account Executive to help clients protect what matters most while... ...Maintain organized, accurate notes and activity in the agency management system. Collaborate with our team to deliver excellent...Base plus commission- ...are hiring an Experienced Client Services Manager to manage client relationships and... ...skills, and the ability to manage multiple accounts while delivering data-driven insights and... ...employment at MCI are based solely on a person's merit and qualifications. MCI maintains...Full timeContract workTemporary workCasual workWork at officeLocal areaRemote work
- ...Overview: Responsible for the day-to-day client management, inclusive of job delegation and strategy stewardship. This account manager will actively manage all digital... ...cohesive strategy between all departments. The right person will have experience with digital media...Permanent employmentFull timeWork at officeWork from home
$70k - $82k
...global Merchandise Agency to work for. JOB SUMMARY The Account Manager leads assigned lines of business, including areas of Kids & Family,... ...of our Dallas, TX or Atlanta, GA office as regular in-person collaboration is an essential part of the role. Experience...Full timeSummer workLocal areaRemote work1 day per week$40k - $45k
...Local Account Manager *This is a remote position that requires you to work closely and collaboratively with a team.* Be the Operational... ...incentives ~3 weeks PTO + 9 paid holidays (including 2 personal/floating days) ~ Medical, Dental, and Vision Insurance ~40...Remote jobFull timeWork at officeLocal area- ...headquarters based in Irving, Texas. Our team prides itself on managing each of our client's accounts as successfully as possible. Therefore, we provide our... ...of our team members is highly motivated to deliver a personal representation explicitly catered to meet the needs of...Weekly payFull timeTraineeshipLocal area
- ...lifespan . Position Summary The Preventative Maintenance Account Executive is responsible for selling service maintenance... ...goals. Develop strong, long-term relationships with facilities managers, property owners, and key decision-makers. Maintain and grow...Full timeWork at officeLocal area
- ...assist in identifying resolutions for client issues. Responsibilities: · Schedule weekly/monthly calls with customers in Account Management to discuss Customer’s current status, including support cases and training needs. · Assist customer in planning and...Full time
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