Personal Lines Account Manager
Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Personal Lines Insurance Account Assistant to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge; as well as value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.
Essential Functions:
- Build, expand, and solidify relationships with clients.
- Responsible for the timely, day-to-day support for assigned accounts, including delivery of policy documents, endorsements, cancellations, reinstatements, ID cards, and billing.
- Responsible for the timely response to client inquiries.
- Correspond and maintain contact with carriers.
- Correspond and maintain contact with customers and coordinate with the appropriate carriers, regarding client servicing.
- Handle client inquiries and follow-ups for policy updates
- Create proposals/summaries, and additional documents as needed
- Receive requests from prospective clients and provide new business quotations if needed.
- Develop and foster quality relationships with clients, teammates, and carrier representatives.
Required Skills:
- Ability to obtain a thorough understanding of personal lines underwriting and coverage and interpret abstract data from client
- Intermediate PC skills, with the ability to effectively utilize the agency's management systems
- Ability to work within a fast-paced, changing priority environment
- Self-motivated, with the initiative to prioritize and be self-directed
- Regular and punctual attendance is required
- Ability to communicate effectively, both verbally, and in writing
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Qualifications:
- At least 5 years as a Personal Lines Account Manager, along with an understanding of Personal Property & Casualty insurance coverage and Commercial Property & Casualty insurance coverage.
- Applied Epic Agency Management System or similar insurance management system.
- Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
- High School Graduate (College degree – preferred or related work experience)
- Must hold a Property & Casualty Insurance License
- Attention to Detail and Organizational Skills
- Strong Customer Service and Interpersonal Skills
- Time Management Skills along with the ability to work in a team environment
- Excellent Written and Verbal Communication
Company Benefits
- A company with a Strong Brand and Positive Culture
- Competitive Pay (salary and semi-annual bonus potential)
- Company paid health premiums
- Paid Holidays
- 401K plan with a discretionary company match
- Training CE classes on and off-site
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