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Job Summary:

The Personal Lines Account Manager oversees a book of business by reviewing and assessing upcoming renewals while identifying opportunities to upsell and cross-sell insurance products.

Supervisory Responsibilities:

• None

Key Responsibilities:

• Act as a trusted advisor to clients, addresses inquiries, concerns, and provides expert insights. 
• Analyze insurance data to identify potential risk and deliver effective solutions. 
• Review and assess upcoming renewals, ensuring clients have the best coverage options. 
• Proactively contact clients to schedule and conduct annual review calls. 
• Identify and capitalize on opportunities for upselling and cross-selling insurance products. 
• Strengthen client relationships by providing exceptional, top-tier customer service with consistent follow-through. 
• Attend two client-facing events per month.
  

Required Skills & Qualifications

• 3-5 years of customer service experience in Sales and Account Management within the Property & Casualty Insurance industry, preferably in an independent agency, or with a strong understanding of multiple carriers.
• Self-starter mentality driven to achieve goals and deliver measurable results. 
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes. 
• Proactive mindset with exceptional analytical and problem-solving abilities. 
• Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions. 
• Ability to adapt and learn new web-based software programs. 
• Active Property & Casualty license
• High school diploma or GED
• Proficiency in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat. 
  

Physical Demands

• Regularly operates a computer and other office productivity machinery, such as a headset, and printer. 
• Regular use of computer systems and phone calls, requiring prolonged screen time and phone conversations.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Must be able to remain in a stationary position for prolonged periods of time.
• Occasionally attend client-facing events outdoors.

Benefits

• 401(k) with company match
• Company holidays
• Continuing education program
• Dental insurance
• Disability & Life insurance
• Employee assistance program
• Health insurance
• Identity theft protection
• Legal insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Telehealth and Teletherapy
• Vision insurance
• Volunteer time off
  

Address: 6600 LBJ FWY Ste 220 Dallas, TX 75240

Phone: (214) 253-0570

Fax:  (214) 253-0578

Email: quotes@thephoenixinsurance.com