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Insurance Account Manager for Personal Lines

2 months ago

Humble, Texas, United States Lee Insurance Agency, Inc. Full time

Join Our Team as a Personal Lines Insurance Account Manager

Are you a reliable and customer-oriented individual with a positive outlook? Lee Insurance Agency, Inc. is on the lookout for a committed Personal Lines Insurance Account Manager to enhance our team. In this pivotal role, you will be instrumental in fostering robust customer relationships by addressing inquiries and concerns with efficiency and professionalism.

What We Offer:
  • Attractive Compensation
  • Performance-Based Bonuses
  • Comprehensive Health, Dental, and Vision Coverage
  • Retirement Plan with Matching Contributions
  • Paid Time Off
  • Opportunities for Professional Growth
  • Job Security in a Thriving Sector
Your Responsibilities:
  • Deliver exceptional service to current clients, including policy updates, quotes, payment processing, and documentation delivery.
  • Handle customer inquiries regarding new or existing insurance policies through calls and correspondence.
  • Work with prospective clients to assess their needs, gather information, research policy options, present alternatives, finalize coverage, and negotiate with carriers as needed.
  • Arrange meetings or calls with clients to review current policies, evaluate liability limits and exposures, discuss additional coverage needs, assess replacement costs, and manage renewals.
  • Engage with clients to discuss products and services, provide quotes for new business, process renewals or cancellations, accept payments, and supply necessary documentation.
  • Resolve product or service-related issues by identifying concerns, determining causes, explaining optimal solutions, expediting corrections, and ensuring follow-up for resolution.
  • Maintain precise records of customer interactions and transactions within the agency management system.
  • Collaborate with team members, mentor staff, provide expertise, answer queries, and participate in meetings as required.
Ideal Candidate Profile:
  • Dependable, Honest, Punctual, and Reliable with a strong work ethic.
  • Positive and energetic demeanor.
  • Possesses a TX Property and Casualty insurance license or has 2 years of experience in a professional office setting.
  • Well-organized with the ability to manage multiple priorities within specified timelines.
  • Proficient in Microsoft Office applications, including Outlook and Excel.
  • Excellent written and verbal communication skills for diverse audiences.
  • Strong problem-solving abilities and attention to detail.
  • Capable of handling customer complaints with composure, striving for a positive customer experience.
  • Exhibits empathy, patience, and builds strong interpersonal relationships.
  • Demonstrates a sense of urgency, effective time management, and follow-up skills.
  • Possesses a solid understanding of insurance products, rating procedures, underwriting processes, coverages, and industry operations.
If you align with these qualifications and are eager to contribute to our team's success, we welcome your application. Become a part of Lee Insurance Agency, Inc. and thrive with us in this dynamic and stable industry.