Personal Lines Account Manager

3 weeks ago


Texas City, United States Texas First Bank . Insurance Full time

Join a great team and workplace Texas First Insurance has served Texans since 1925. It is a community-based independent agency with deep roots and a solid reputation in the industry. Our mission is to protect our client's assets through a commitment to personally understanding and mitigating their risks, which drives us daily. Our clients make us who we are, and we are committed to helping them succeed and build up our local communities.

**Job Summary**

Provide the highest level of customer service to Personal Lines accounts for an independent insurance agency. Provide this service by developing a professional rapport with clients, company representatives, and business associates by maintaining knowledge of personal lines coverage and company underwriting guidelines.

**Responsibilities and Duties**
- Determine appropriate and necessary information from client, company, or mortgagee to coordinate marketing or new and renewal coverages.
- Order MVR, CLUE, ADD, and Score reports for new business, remarketing, and repricing.
- Analyze carrier quotes and coverage to determine the best options for the client.
- Order policies, issue evidence of insurance, as needed, invoice original premium and premium changes generated through the policy term.
- Order necessary checks from accounting or submit payments online to companies and confirm to the Accounting agency billed policies/endorsements and most new business items.
- Maintain accurate account information in the agency's database.
- Check policies and endorsements for coverage accuracy, rating, and client information.
- Maintain and work suspense utilizing AMS.
- Serve as backup for other Personal Lines Account Managers during absences and heavy workload cycles.
- Review accounts for possible cross-selling opportunities.
- Backup or assist the Claims Supervisor when out of the office or during Catastrophic losses. This includes developing rapport with the client, outlining the claims process, verifying coverage, completing the Accord loss notice, and correctly reporting to the insurance company.
- Continue education through training sessions and industry courses.
- Any other duties as requested by management.

**Job Skills and Qualifications**
- High School Diploma or Equivalent required.
- Five or more years of Personal Lines Insurance experience with a current Texas General Agents License.
- Experience with AMS360 preferred.
- Ability to work in a paperless environment.
- Organizational skills and time management skills, including the ability to prioritize, multi-task, and flexibility with daily work.
- Computer and data entry skills.
- Math aptitude and analytical abilities.
- Awareness of E & O exposure and use of E & O prevention techniques.

**EOE/Disability/Veteran



  • Traverse City, United States gpac Full time

    Job Description Job Title: Personal Lines Account Manager Are you ready to take your career in the insurance industry to the next level? Do you have a passion for helping clients protect what matters most to them? If so, we have an exciting opportunity for you to join our team as a Personal Lines Account Manager. Responsibilities: Manage a portfolio of...


  • Kansas City, Missouri, United States gpac Full time

    Are you ready to take your career in the insurance industry to the next level? Do you have a passion for helping clients protect what matters most to them? If so, we have an exciting opportunity for you to join our team as a Personal Lines Account Manager.Responsibilities:Manage a portfolio of personal lines insurance accounts, providing exceptional service...


  • Morehead City, United States The Jonus Group Full time

    Job Description Personal Insurance Account Manager Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service. Qualifications: Previous experience working with personal lines coverage in a brokerage/agency setting. Experience maintaining...


  • Oklahoma City, United States INSURICA Full time

    Job DetailsJob Location Oklahoma City - OKLAHOMA CITY, OK Position Type Full Time Education Level High School Job Shift Day Job Category Personal Lines Support DescriptionSUMMARY: The Personal Lines Senior Account Manager is responsible for assisting clients with marketing, and servicing of accounts, by making changes to existing accounts, and meeting...


  • Ocean City, United States Alera Group Full time

    **Overview**: Heist Insurance Agency, an Alera Group Company, is seeking a **Personal Lines Retention Account Manager** to join its team! - Are you looking to be part of a company where you have exciting opportunities to learn, grow, and make a positive impact? _ - Join a team where each employee is empowered to listen generously, speak straight,...


  • Columbia City, United States Hilb Group Full time

    Overview: **Responsibilities**: - Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance - Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business. - Handle billing, service and...


  • Bluff City, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionSummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...


  • Rapid City, United States Western Dakota Insurors Inc Full time

    Job DescriptionJob DescriptionDo you love the insurance industry? Are you looking for an amazing team and personal development opportunities? Western Dakota Insurors has the perfect opportunity for you! We are looking for a Personal Lines Account Manager to work on-site in our office. The candidate we are looking for should have great experience working with...


  • Rapid City, United States Western Dakota Insurors Inc Full time

    Job DescriptionJob DescriptionDo you love the insurance industry? Are you looking for an amazing team and personal development opportunities? Western Dakota Insurors has the perfect opportunity for you! We are looking for a Personal Lines Account Manager to work on-site in our office. The candidate we are looking for should have great experience working with...


  • Ocean City, United States McMahon Agency, Inc. Full time

    Job DescriptionJob DescriptionLooking for highly motivated person wanting to work with a growing family business. This position would be in our Personal Lines Department. It will require that you already have a P&C Insurance License in the State of New Jersey.Job Type: Full-time


  • Jefferson City, United States Winter Dent Company Full time

    Job DescriptionJob DescriptionWHY WINTER-DENT?We're the largest privately held insurance agency in Mid-Missouri, and the only privately held agency with risk management capabilities. That means we're independent. We call the shots. Since our founding in 1912, we've continued to grow. We now serve clients not only in Central Missouri but...

  • Account Manager

    4 days ago


    Cedar City, United States ACRISURE Full time

    Job Title: Account Manager, Commercial Lines About Us: Acrisure’s Northwest Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a...


  • Texas, United States Selby Jennings Full time

    Title: Producer/Underwriter (Personal Lines)Location: Dallas, TX Responsibilities:Build, maintain & grow book of businessPoint of contact for clients & maintain agency relationshipsIncrease new and renewal business through marketing effortsRate, quote and bind each risk to assess acceptability, coverage & pricing for large or complex renewals & new...


  • Rapid City, United States Western Dakota Insurors Inc Full time

    Job DescriptionJob DescriptionWestern Dakota Insurors has a Personal Lines Account Assistant position with YOUR name on it! This is an entry-level position. Once you are onboard, we will require you to obtain your Property and Casualty Insurance license. We pay for training and testing for licensure. We INVEST in you! A positive attitude and a passion for...


  • Morehead City, United States Chalk & Gibbs, Inc. Full time

    Job DescriptionJob DescriptionBenefits:Employee discounts401(k) matchingCompany partiesDental insuranceHealth insurancePaid time offTraining & developmentVision insuranceJob DescriptionThe Commercial Lines Account Manager is responsible for maintaining solid customer relationships by handling commercial lines insurance coverage inquiries and concerns with...


  • Rapid City, United States Western Dakota Insurors Inc Full time

    Job DescriptionJob Description Western Dakota Insurors Inc is proud of its commitment to superior service and excellent customer relationships. We have been here since 1979! We are located in Rapid City, South Dakota. We are looking for an experienced Commercial Lines Account Manager to provide exceptional customer service and support. This role presents a...


  • Sun City West, United States Green Planet Insurance Full time

    Join Green Planet Insurance, a leading insurance agency committed to sustainability and excellence. We have embraced hybrid remote work, combining the best of both worlds - work flexibility and genuine connections. Our roots are in Sun City West, Arizona, a vibrant community that we are proud to serve. What sets us apart? We value our employees'...


  • Garden City, United States Brown & Brown Insurance Full time

    Brown & Brown has an exciting opportunity available for a Property Casualty Account Executive for our Commercial Lines team in Garden City, NJ!WHAT YOU'LL DO:Work with Commercial Lines Leader and Producers to ensure completion of all renewals, including meeting attendance.Manage renewal process in obtaining, directly or indirectly, quotes and claims...


  • Oklahoma City, United States The Affinities Group Full time

    Job DescriptionJob DescriptionBenefits:Dental insuranceFlexible scheduleHealth insurancePaid time offVision insuranceJob descriptionSince our inception, the TAG Group has been focused on empowering insurance agents to mature their agency and increase their revenue potential.We exist to see insurance agencies achieve limitless success, so that they can...


  • Garden City, United States Brown & Brown Insurance Full time

    Brown & Brown has an exciting opportunity available for a Property Casualty Account Executive for our Commercial Lines team in Garden City, NJ!WHAT YOU’LL DO:Work with Commercial Lines Leader and Producers to ensure completion of all renewals, including meeting attendance.Manage renewal process in obtaining, directly or indirectly, quotes and claims...