Personal Insurance Account Specialist

1 week 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 demeanor? Lee Insurance Agency, Inc. is on the lookout for a committed Personal Lines Insurance Account Manager to enhance our team. In this position, you will be instrumental in fostering robust customer relationships by efficiently addressing inquiries and concerns with professionalism.

What We Offer:
  • Competitive Compensation
  • Performance-Based Bonuses
  • Comprehensive Health, Dental, and Vision Insurance
  • Retirement Plan with Matching Contributions
  • Paid Time Off
  • Opportunities for Professional Growth
  • Job Security in a Thriving Sector
Key Responsibilities:
  • Deliver exceptional service to current clients, including policy updates, quotes, payment processing, inquiries, and necessary documentation.
  • Handle customer communications regarding both new and existing insurance policies.
  • Work closely with prospective clients to identify their needs, collect data, research policy options, present alternatives, finalize coverage, cancel outdated policies, and negotiate with insurance carriers as needed.
  • Arrange meetings or calls with clients to review existing policies, evaluate liability limits and exposures, explore additional coverage requirements, assess replacement costs, round out accounts, and secure renewals.
  • Engage with clients to discuss products and services, provide quotes for new business, manage renewals or cancellations, accept payments, and supply requested documentation.
  • Address product or service 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 questions, and participate in both formal and informal meetings as required.
Our Ideal Candidate:
  • Dependable, Honest, Punctual, and Reliable with a strong work ethic.
  • Positive and energetic attitude.
  • 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 and underwriting procedures, coverages, and industry operations.
If you align with these qualifications and are eager to contribute to our team's success, we encourage you to consider this opportunity with Lee Insurance Agency, Inc. and grow with us in this dynamic and stable industry.


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