Personal Lines Account Manager - Insurance

Personal Lines Account Manager - Insurance

At Artemis/Texan Insurance, we are dedicated to protecting what matters most to our clients by providing tailored insurance solutions and exceptional service. With decades of industry experience, we specialize in offering personalized coverage for home, auto, life, and commercial needs. Our team takes pride in building lasting relationships through trust, integrity, and a commitment to excellence. At Artemis/Texan Insurance, we believe in empowering our employees and delivering unmatched value to our customers, ensuring peace of mind every step of the way.

As a company rooted in community and innovation, we’re not just an insurance provider—we’re a partner you can depend on.

IMPORTANT:
All candidates must complete the Culture Index. This is a very short survey with no right or wrong answers. Candidates who do not complete the Culture Index will not be reviewed. Here is the link to the survey:

The Person al Lines Account Manager is responsible for managing a portfolio of personal insurance clients, providing exceptional customer service, and ensuring the retention and growth of accounts. This role involves daily interaction with clients, insurance carriers, and internal teams to address policy inquiries, process renewals, handle claims, and cross-sell additional coverage. The ideal candidate will have a strong knowledge of personal insurance products, excellent communication skills, and the ability to build long‑term client relationships.

• Ability to work in a high‑paced call queue.
• Serves as direct point of contact to handle client issues, concerns, and provides appropriate solutions and alternatives to ensure “one call resolution.”
• Generates cross‑sales and asks for referrals to grow the agency’s client base.
• Maintains client retention by researching and resolving problems, reviewing accounts regularly with clients, and recommending coverage enhancements or modifications to protect clients and their assets better.
• Maintains and grows knowledge in all personal lines of insurance, including home, auto, flood, and umbrella insurance.
• Prepares and processes quotes, applications, endorsements, payments, and inquiries in line with company and carrier policies and procedures.
• Assesses client needs and reviews renewals annually, identifying coverage gaps to mitigate the client’s risk exposure.
• Responds to client inquiries and requests related to insurance products promptly.
• Researches and resolves complex customer service issues, making recommendations to place coverage.
• Determines client needs by analyzing current coverages and ascertaining long‑term needs and potential coverage gaps.

• Strong Communication Skills – Exceptional verbal and written communication skills to effectively interact with clients, carriers, and team members.
• Customer Service Excellence – Ability to build and maintain strong client relationships, focusing on delivering outstanding service.
• Attention to Detail – Highly organized with excellent attention to detail to ensure accurate documentation and compliance with industry standards.
• Problem‑Solving Skills – Capable of identifying client needs and providing tailored insurance solutions efficiently.
• Time Management – Ability to prioritize and manage multiple tasks while meeting deadlines in a fast‑paced environment.
• Sales and Negotiation Skills – Confidence in cross‑selling and upselling policies to meet client needs and agency goals.
• Technical Proficiency – Proficiency in insurance management systems and software, such as Hawksoft, EZLynx, Applied Epic, or similar platforms, along with basic MS Office skills (Word, Excel, Outlook).
• Knowledge of Insurance Products – Comprehensive understanding of personal lines insurance products, including homeowners, auto, renters, and umbrella policies.
• Compliance Awareness – Familiarity with state and federal insurance regulations and a commitment to adhering to industry standards.
• Adaptability – Flexibility to adjust to changing client needs, carrier requirements, and agency workflows.
• Team Collaboration – Works well independently and…