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Personal Lines Account Manager

Posted 2 days ago

# 10039 Dallas, TX

About the Role

As Personal Lines Account Manager, you join a fast-paced group that handles all personal risk management policies from A-to-Z for one of the largest insurance brokers in Dallas. The ideal profile is someone with a couple years of personal lines insurance experience that wants to advance their career in a close-knit group. This book of business is standard market, non-affluent home and auto personal lines.

Duties & Responsibilities

  • Process policy changes, additions, billing, claims status, and renewals
  • Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery

Skills & Experience

  • Minimum two (2) years of insurance experience in a personal lines insurance customer service role
  • Independent agency experience is required
  • State insurance license

Job Specs

Location: Dallas, TX

Work Schedule: The agency is on a 3/2 hybrid schedule- 3 days in the office & 2 days work-from-home. Computer & dual monitors are provided for home office set up. 

Tagged as: account manager, administrative, agency, auto, client manager, client service, csr, customer service, homeowners, insurance, middle market, personal lines, project management, umbrella

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