Personal Lines Account Manager for Wholesale Insurance

3 weeks ago

Dallas, United States Novatae Risk Group Full time
Job DescriptionJob Description

The Account Manager will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch.  Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.

Requirements:

  • Property & Casualty license is required.
  • Minimum of 2 years of previous P&C wholesale insurance experience.
  • Proficient in basic computer skills, such as Microsoft Office and agency management software.
  • Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
  • Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
  • Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
  • Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
  • Team player with a strong work ethic and positive attitude.

Qualifications:

  • Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
  • Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
  • Processes renewals following agency procedures.
  • Remarkets accounts identified for renewal marketing following agency procedures.
  • Provides quotes to existing clients for additional lines of business as needed.
  • Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures.
  • Follows agency credit and collection procedures in invoicing and pursuing prompt payments.
  • Manages cancellation processes according to agency standards, addressing both carrier and client request as received.

Equal Employment Opportunity 

At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Powered by JazzHR

7cYq7uecG8

  • Personal Lines Insurance Account Manager

    2 weeks ago

    Dallas, Texas, United States Frederiksen & Frederiksen Insurance Full time

    Benefits:401(k) matchingPerformance-based bonusesComprehensive health insuranceGenerous paid time offPosition Overview:Frederiksen & Frederiksen Insurance is seeking a licensed and knowledgeable personal lines insurance account manager. This role is pivotal in assisting our service team to deliver exceptional insurance solutions and risk management...

  • Personal Lines Insurance Account Manager

    2 weeks ago

    Dallas, Texas, United States Frederiksen & Frederiksen Insurance Full time

    Benefits:401(k) matchingPerformance-based bonusesComprehensive health insuranceGenerous paid time offPosition Overview:Frederiksen & Frederiksen Insurance is seeking a qualified and licensed personal lines insurance account manager. This role is pivotal in assisting our service team to deliver exceptional insurance solutions and risk management guidance to...

  • Personal Lines Insurance Account Manager

    2 weeks ago

    Dallas, Texas, United States Frederiksen & Frederiksen Insurance Full time

    Benefits:401(k) matchingPerformance-based bonusesComprehensive health insuranceGenerous paid time offPosition Overview:Frederiksen & Frederiksen Insurance is seeking a licensed and skilled personal lines insurance account manager to enhance our service team. This role is essential in delivering exceptional insurance coverage and risk management solutions to...

  • Personal Lines Inside Broker for Wholesale Insurance

    3 weeks ago

    Dallas, United States Novatae Risk Group Full time

    Job DescriptionJob DescriptionThe Account Manager will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch.  Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking...

  • Personal Lines Inside Broker for Wholesale Insurance

    2 weeks ago

    Dallas, United States Novatae Risk Group Full time

    The Account Manager will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals. Requirements: Property &...

  • Licensed Personal Lines Insurance Account Manager

    3 months ago

    Dallas, United States Frederiksen & Frederiksen Insurance Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceHealth insurancePaid time offCompany Description Frederiksen & Frederiksen in Dallas TX is looking for a licensed and experienced personal lines insurance property & casualty account manager to help grow our agency. We have an open position with our service team to provide...

  • Licensed Personal Lines Insurance Account Manager

    3 months ago

    Dallas, United States Frederiksen & Frederiksen Insurance Full time

    Benefits: 401(k) matching Bonus based on performance Health insurance Paid time off Company Description Frederiksen & Frederiksen in Dallas TX is looking for a licensed and experienced personal lines insurance property & casualty account manager to help grow our agency. We have an open position with our service team to provide...

  • Personal Lines Insurance Account Executive

    2 weeks ago

    Dallas, Texas, United States Frederiksen & Frederiksen Insurance Full time

    Job OverviewCompany Profile Frederiksen & Frederiksen Insurance is in search of a skilled personal lines insurance account manager. The selected candidate will collaborate with our service professionals to deliver comprehensive insurance solutions and risk management strategies to our clientele.Position Summary We are seeking a licensed professional with a...

  • Personal Lines Insurance Account Executive

    2 weeks ago

    Dallas, Texas, United States Frederiksen & Frederiksen Insurance Full time

    Job OverviewCompany Profile Frederiksen & Frederiksen Insurance is currently in search of a qualified personal lines insurance account manager with expertise in property and casualty insurance. The successful candidate will collaborate with our service team to deliver comprehensive insurance solutions and risk management strategies to our clientele.Position...

  • Personal Lines Insurance Account Specialist

    2 weeks ago

    Dallas, Texas, United States C1 Insurance Group Full time

    Job OverviewPosition: Personal Lines Insurance Account SpecialistFull-Time, In-OfficeC1 Insurance Group is a dynamic insurance agency located in Dallas, fostering a vibrant and supportive workplace culture. Our team is expanding, and we pride ourselves on a family-oriented atmosphere that collaborates to deliver outstanding service to our clients. As a...

  • Personal Lines Account Manager

    4 weeks ago

    Dallas, United States C1 Insurance Group Full time

    Job DescriptionJob DescriptionPersonal Lines Account ManagerFull-Time, In-OfficeC1 Insurance Group is a Dallas-based insurance agency with a positive, lively culture. We are a growing team that has a family oriented environment that seeks to work together to provide the best possible service to our customers. We are a full service risk management firm that...

  • Personal Lines Account Manager

    2 months ago

    Dallas, United States C1 Insurance Group Full time

    Job DescriptionJob DescriptionPersonal Lines Account ManagerFull-Time, In-OfficeC1 Insurance Group is a Dallas-based insurance agency with a positive, lively culture. We are a growing team that has a family oriented environment that seeks to work together to provide the best possible service to our customers. We are a full service risk management firm that...

  • Personal Lines Insurance Account Specialist

    2 weeks ago

    Dallas, Texas, United States C1 Insurance Group Full time

    Personal Lines Insurance Account SpecialistPosition Type: Full-Time, In-OfficeCompany Overview:C1 Insurance Group is a dynamic insurance agency located in Dallas, fostering a vibrant and supportive workplace culture. We pride ourselves on being a growing team that values a family-oriented atmosphere, working collaboratively to deliver exceptional service to...

  • Associate Account Executive for Wholesale Insurance

    5 days ago

    Dallas, United States Novatae Risk Group Full time

    Job DescriptionJob DescriptionThe Assistant Account Executive will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch.  Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and...

  • Account Manager for Wholesale Insurance

    3 months ago

    Dallas, United States Novatae Risk Group Full time

    Job DescriptionJob DescriptionSalary: The Property & Casualty Insurance Account Manager will assist overseeing a portfolio of clients through relationship building and client account development. This will be an office position in our Grapevine location.  Other responsibilities include handling service requests, identifying potential risk issues, quoting...

  • Personal Lines Senior Account Manager

    4 weeks ago

    Dallas, United States C1 Insurance Group Full time

    Job DescriptionJob DescriptionPersonal Lines Account ManagerFull-Time, In-OfficeC1 Insurance Group is a Dallas-based insurance agency with a positive, lively culture. We are a growing team that has a family oriented environment that seeks to work together to provide the best possible service to our customers. We are a full service risk management firm that...

  • Personal Lines Senior Account Manager

    2 months ago

    Dallas, United States C1 Insurance Group Full time

    Job DescriptionJob DescriptionPersonal Lines Account ManagerFull-Time, In-OfficeC1 Insurance Group is a Dallas-based insurance agency with a positive, lively culture. We are a growing team that has a family oriented environment that seeks to work together to provide the best possible service to our customers. We are a full service risk management firm that...

  • Personal Lines Insurance Account Executive

    2 weeks ago

    Dallas, Texas, United States The Phoenix Insurance Full time

    Position OverviewThe Phoenix Insurance is in search of a dedicated Account Manager to support our dynamic and high-volume insurance operations. As a prominent Specialty Insurance Agency in the United States, we pride ourselves on our integrity and ability to resolve client challenges effectively.Key Responsibilities:Serve as a reliable consultant for...

  • Personal Lines Insurance Account Executive

    1 week ago

    Dallas, Texas, United States The Phoenix Insurance Full time

    Position OverviewThe Phoenix Insurance is on the lookout for a motivated Account Manager to enhance our dynamic and high-volume insurance operations. As a leading Specialty Insurance Agency in the United States, we pride ourselves on our integrity and our ability to solve complex problems for our clients.Key Responsibilities:Serve as a reliable consultant...

  • Personal Lines Insurance Account Executive

    2 weeks ago

    Dallas, Texas, United States The Phoenix Insurance Full time

    Position OverviewThe Phoenix Insurance is on the lookout for a dedicated Account Manager to enhance our dynamic and high-performing insurance office. Recognized as one of the premier Specialty Insurance Agencies in the nation, we pride ourselves on our integrity and ability to solve complex problems.Key Responsibilities:Serve as a reliable consultant for...