Job Description
Job Description
Hoops HR is seeking a Personal Lines Insurance Account Manager on behalf of a leading insurance agency to join their team!
- Compensation : Salary (flexible based on experience)
- Office Location : Plano, TX
- Work Hours : Monday through Friday 8 AM to 5 PM CST (full-time with flexible options available)
- Our Awesome Benefits :
Generous Paid-Time Off including 15 PTO / vacation days annually starting, plus 10 paid holidays and 5 paid sick days
401K + employer matchMedical, Dental, and Vision Insurance with HSA and FSA optionsPet InsuranceFitness Center DiscountsEmployer-paid life insurance and disabilityVoluntary benefits (such as critical illness and accident insurance)Travel reimbursementTuition ReimbursementEmployee Referral ProgramOpportunities for growth and promotion up to leadership levelAnd so much more!The Personal Lines Insurance Account Manager Role Overview :
Personal Lines Insurance Account Manager responsibilities will include a high level of customer service to new and existing clients including responding to service requests promptly and directly. Account Managers will work with the Producer(s) to design and recommend proper insurance and programs to obtain new and retain existing clients. You should have superior product knowledge and be familiar with the specific property and casualty products offered by carriers and brokers.
Personal Lines Insurance Account Manager Responsibilities :
Day to day responsibilities include assisting our personal lines insurance clients with policy changes, following up with carriers as needed, and reviewing endorsements for accuracyProvide top-notch client service to clientsManage a large number of time-sensitive client issues at any given timeMulti-task in a fast-paced environment handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrityReduce confusion and frustration by assisting clients / prospects with complex paperworkResearch complex issues, think outside the box to solve problems and follow up promptly with actionable solutionsResolve client issues in a timely manner pro-actively and collaboratively with the teamLearn and develop technical knowledge through vendor meetings, research, and training classes on an ongoing basisKeep a detailed record of correspondence through our client relationship system with prospective and existing clients, vendors, and referral partnersPersonal Lines Insurance Account Manager Requirements :
2-3+ years of experience in Personal Lines Property and Casualty insuranceActive Property & Casualty License requiredExperience using Agency Management systems (Applied Epic and EZLynx highly preferred)Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint)High level of proficiency quoting through Independent Agency’s appointed carriersCommit to, utilize, and follow current operating systems and procedures while remaining adaptive / flexible to changing demands of a growing companyHigh attention to detail with data entry accuracyEEOC Statement
We are committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. We are bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
