Personal Lines Account Manager

Overview

Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Personal Lines Insurance Account Manager 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.

• 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, , 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.

• 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.

• 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.

• 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.