Insurance Portfolio Manager

21 hours ago


Dallas, Texas, United States Novatae Risk Group Full time

Job Overview

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The Novatae Risk Group is seeking a skilled Insurance Portfolio Manager to oversee client relationships and drive account growth in our Dallas branch.

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About the Role

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This office-based position requires a Property & Casualty license, at least 2 years of wholesale insurance experience, and proficiency in Microsoft Office and agency management software.

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Key Responsibilities

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  • Handle service requests, identify potential risk issues, quote additional coverages and policies, and track renewals.">
  • Manage client service needs, including endorsement requests, proofs of insurance, cancellation requests, and claim reporting.">
  • Interact with clients to discuss needs, assure satisfaction, respond to inquiries, solicit sales, and solve client problems.">
  • Process renewals, remarket accounts for renewal marketing, and provide quotes to existing clients for additional lines of business.">
  • Follow agency credit and collection procedures, manage cancellation processes, and ensure all account transactions are handled accurately and timely.">
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Requirements

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  • Property & Casualty license required.">
  • Minimum 2 years of P&C wholesale insurance experience.">
  • Proficient in Microsoft Office and agency management software.">
  • Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures 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.">
  • Ability to work independently, applying knowledge and experience to achieve outstanding results.">
  • Team player with a strong work ethic and positive attitude.">
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Benefits

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We celebrate and support our differences, offering equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.

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Compensation

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The estimated annual salary for this role is $80,000 - $100,000, depending on experience.

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Location

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This position is based in our Dallas branch.

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About Us

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Novatae Risk Group is an equal opportunity workplace dedicated to fostering a diverse and inclusive environment.



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