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Personal lines account manager (hiring immediately)

Pleasant Valley
RAC
Account manager
Posted: 16 July
Offer description

Join Our Team as a Personal Lines Insurance Account Manager!

Hoops HR is excited to partner with a leading insurance agency in search of a dynamic Personal Lines Insurance Account Manager!


Why You’ll Love Working Here:

* Compensation: Competitive salary, flexible based on experience
* Location: Beautiful office in Plano, TX
* Work Hours: Full-time, Monday through Friday, 8 AM to 5 PM CST (with flexible options available)


Our Amazing Benefits Include:

* Generous Paid Time Off: 15 vacation days, 10 paid holidays, and 5 sick days annually
* 401K with employer match
* Comprehensive Medical, Dental, and Vision Insurance with HSA and FSA options
* Pet Insurance to keep your furry friends covered
* Fitness Center Discounts to keep you active
* Employer-paid life insurance and disability coverage
* Voluntary benefits like critical illness and accident insurance
* Travel reimbursement for work-related travel
* Tuition Reimbursement to support your growth
* Employee Referral Program to reward you for bringing in great talent
* Opportunities for growth and promotion up to leadership levels
* And so much more!


Your Role as a Personal Lines Insurance Account Manager:

As a Personal Lines Insurance Account Manager, you will play a crucial role in delivering exceptional customer service to both new and existing clients. Your responsibilities will include:


Key Responsibilities:

* Assist clients with policy changes and follow up with carriers as needed
* Provide outstanding client service and manage time-sensitive issues
* Handle a high volume of calls, emails, and paperwork while maintaining accuracy
* Guide clients through complex paperwork to reduce confusion
* Research and resolve complex issues with proactive solutions
* Maintain detailed records of correspondence in our client relationship system
* Continuously develop your technical knowledge through training and vendor meetings


What We’re Looking For:

* 2-3+ years of experience in Personal Lines Property and Casualty insurance
* Active Property & Casualty License is required
* Experience with Agency Management systems (Applied Epic and EZLynx preferred)
* Intermediate skills in Microsoft Office (Word, Outlook, Excel, PowerPoint)
* High proficiency in quoting through Independent Agency’s appointed carriers
* Attention to detail and accuracy in data entry
* Ability to adapt to changing demands in a growing company


Our Commitment to Diversity:

EEOC Statement: We are dedicated to fostering a diverse, equitable, and inclusive workplace that thrives on the unique experiences and perspectives of all team members. Join us in driving growth, innovation, and a culture of inclusivity!

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