Personal Lines Account Manager at The Agency in Houston, Texas

Job Description:

Our client is a well-established, Houston-based insurance agency with over 50-years of delivering top-notch insurance solutions to their clients. They are seeking an experienced Personal Lines Account Manager to join their team in Houston, TX. This is an in-office position, ideal for someone who thrives in a collaborative environment and is passionate about providing exceptional customer service.

Job Overview:

As a Personal Lines Account Manager, you will be responsible for managing a book of personal insurance accounts, including home, auto, and other personal coverage. You will work directly with clients to assess their needs, provide recommendations, and deliver excellent service throughout the policy lifecycle. This role requires an in-office presence, allowing you to build strong, direct relationships with clients and colleagues.

Key Responsibilities:

• Manage and service a portfolio of personal lines insurance accounts, including renewals, endorsements, and new business.
• Develop and maintain strong, lasting client relationships by providing outstanding customer service and support.
• Conduct thorough reviews of client needs to ensure proper coverage is in place for home, auto, and other personal insurance products.
• Prepare and present quotes, proposals, and policy recommendations based on client needs and coverage requirements.
• Handle policy changes, billing inquiries, and claims follow-ups, ensuring timely resolutions.
• Stay current on industry trends, insurance products, and regulations to effectively advise clients.
• Collaborate with internal teams to ensure accurate and efficient service delivery.
• Provide ongoing education to clients on their policies, coverage options, and any potential gaps in protection.

Qualifications:

• 3+ years of experience in personal lines account management or a similar role within the insurance industry.
• Knowledge of personal insurance products, including home, auto, and umbrella policies.
• Excellent communication skills with the ability to effectively interact with clients and colleagues.
• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Texas Insurance License (Property & Casualty) required.
• Familiarity with agency management systems and Microsoft Office Suite.
• Strong attention to detail and a commitment to providing superior customer service.
• Ability to work well independently and as part of a collaborative team.

Compensation & Benefits:

• Competitive salary based on experience.
• Comprehensive benefits package, including medical, dental, and vision coverage.
• 401(k) with employer contribution.
• Paid time off and holiday benefits.
• Opportunities for ongoing professional development and training.

Apply Now