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 3+ years of personal lines insurance who’s looking to advance their career in a close-knit group. Most of their portfolio is middle market home & auto however they foresee continued expansion in the private client/high net worth space.
Duties & Responsibilities
Keys to your success include:
- Ability to quickly 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
- At least three (3) years of insurance experience servicing personal lines policies (home and auto)
- Independent agency experience is required
- State insurance license
Job Specs
Location: Dallas, TX.
Schedule: The agency offers a flexible work schedule with 3 days/week required in the office and the other 2 days/week can work from home. Computers & dual monitors are provided for home office setup.
Compensation & Benefits
- Quarterly and annual bonus opportunities based on business growth and account retention
- Full employee benefits and health insurance plan along with competitive annual PTO allotment