Established Independent Insurance Agency is seeking an experienced personal lines account manager (HIGH NET / Private Client expert) with ambition to grow into other lines of business. Agency has dynamic environment and is seeking a high-energy, career-minded professional. There are opportunities to learn Commercial Account Management as well. Entry level and experienced Personal Lines Account Managers are welcome to apply. For the Senior Personal Lines AM position you must have high net worth experience & experience quoting with high net carriers. The boss is great and provides work life balance flexibility. Two days working from home are offered after an acclimation period.
***Texas General Lines P&C license is required***
There are entry level Personal Lines positions & Senior Level high net worth PL Account Manager positions. A great personality, and a quick learner is ideal for this position. Minimal experience is preferred for the entry level positions. Again, the Senior Level Personal Lines positions you must have experience managing high net worth accounts.
Duties will Include:
- Aiding clients with service needs and making changes to existing accounts
- Preparation and processing of renewals throughout the entire renewal cycle.
- Processing binders, certificates, policies, endorsements, and other related items.
- Accurate and efficient documentation of the agency management system
- May include other sales/production support activities including new business marketing and company relationship management
***Texas General Lines P&C license is required***
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