Personal Lines Account Manager
- Location
- Dallas
- Workplace
- Hybrid
- Compensation
- $50k – $65k
About this role
Benefits:
- Positive Work Culture
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Profit sharing
- Vision insurance
- Wellness resources
Build Strong Client Relationships and Grow Your Insurance Career
Are you a licensed insurance professional who enjoys helping customers, solving problems, and building lasting relationships? We're looking for a detail-oriented, customer-focused Account Manager to provide exceptional service to our existing clients while supporting new business and account growth.
In this role, you'll be a trusted point of contact for customers, helping them manage their insurance needs, reviewing coverage, processing policy changes, and identifying opportunities to provide additional protection. You'll also contribute to a collaborative team environment focused on improving processes and delivering a great customer experience.
What You'll Do
- Build and maintain strong relationships with customers to support retention and long-term loyalty.
- Respond to client questions and provide knowledgeable, professional insurance service.
- Quote new business and remarket existing accounts to help customers find appropriate coverage.
- Review customer accounts and identify opportunities for account rounding and additional coverage.
- Process policy changes, endorsements, and other customer service requests accurately and efficiently.
- Follow up with customers to secure outstanding policy documents and trailing information.
- Complete Evidence of Insurance requests.
- Document customer interactions and account activity in the agency management system.
- Follow up on claims and help ensure customers receive timely support.
- Maintain knowledge of agency products, carrier offerings, and insurance processes.
- Participate in team meetings, training, and process improvement initiatives.
- Help develop process documentation, pilot new technologies, and contribute to team projects.
- Take part in leading team meeting discussions or preparing agency activity reports as needed.
What We're Looking For
- Active Property & Casualty insurance license required.
- At least two years of experience in a licensed insurance customer service role.
- Strong customer service skills and a genuine interest in helping people.
- Excellent communication and interpersonal skills.
- Professional phone etiquette and a positive, enthusiastic attitude.
- Detail-oriented with strong organization and documentation skills.
- Ability to multitask, prioritize responsibilities, and follow through.
- Resourceful problem-solver with a sense of urgency.
- Self-starter who is coachable and eager to learn.
- Strong work ethic and leadership potential.
Work Environment & Expectations
- Hybrid work arrangement after training.
- Monday–Friday, 8:30 AM–5:00 PM working hours.
- This position is in Fort Worth, TX.
- Advance notice for planned time off.
- Active participation in team meetings and agency initiatives.
- A collaborative approach to improving workflows, processes, and customer service.
Ready to Apply?
If you're a licensed insurance professional with customer service experience who enjoys taking care of clients, working with a team, and finding ways to improve the customer experience, we'd love to hear from you.
Apply today and take the next step in your insurance career!
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