Personal Lines Account Manager

Job Description

Job Description

Make applying EASY ....text TFIPERSONALLINES to (281) 688-6192 and start your resume!

Join a talented team and workplace! Texas First Insurance has served Texans since 1925. It is a community-based independent agency with deep roots and a solid reputation in the industry. Our mission is to protect our client's assets through a commitment to personally understanding and mitigating their risks, which drives us daily. Our clients make us who we are, and we are committed to helping them succeed and build up our local communities.

Job Summary

Responsible for the highest level of customer service to Personal Lines Accounts. Providing prompt, accurate and courteous service to agency clients. Working independently & collaboratively with clients, producers & company representatives to design & execute a comprehensive insurance program specific to insureds needs. Developing a professional rapport with clients, company representatives and business associates; by maintaining knowledge of personal lines coverage and company underwriting guidelines. Maintaining security and client confidentiality. Upholding and encouraging a positive work environment.

Helping Texans Build Texas aligning with our organization’s values of Respect, Responsive, Responsible.

Responsibilities and Duties

• Collectively or independently explore, create, execute, review all information necessary to designs & implement appropriate insurance programs for clients both new & renewal in accordance with agency and underwriting guidelines.
• Manage / maintain assigned book of business ensuring timely renewal relationship continuation process is managed according to agency standards and guidelines as to protect client, agency E&O exposure and carrier partner relationships.
• Prepare proposal, & in collaboration with producer, present proposal to client, obtain required signatures & warranties required to secure coverage.
• Maintain / update agency management systems / platforms with all required information according to agency procedures.
• Prepare summaries of insurance for producer / client review
• Manage all day-to-day service needs of clients, including but not limited to changes, endorsements, cancellations, reinstatements.
• Prioritize & manage workflow to ensure efficient, timely & accurate handling of responsibilities.
• Collaborate with producers, associates & agency team members, providing technical support, to assist clients & reach agency goals.
• Maintains knowledge of industry state & federal rules & regulations and carrier underwriting requirements
• Consult, inform, educate clients on coverages, exclusions & exposures.
• Represents the agency in collaboration with producers in handling complaints, concerns, for an amicable relationship with clients & carriers.
• All other duties requested by management to assist agency in achieving organizational goals.

Tools & Technology

Special Skills & Requirements

Level of Responsibility

Education and Special Requirements

EOE / Disability / Veteran