Licensed Personal Lines Insurance Account Manager

3 days ago


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

Benefits:

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Training & development

Company Description

Frederiksen & Frederiksen is a 4th generation, family-owned independent insurance agency headquartered in Dallas, Texas. We are looking for an experienced and licensed Personal Lines Property & Casualty Account Manager to join our team.

Role Description

This role supports our middle-market and high-net-worth family clients by providing coverage guidance, risk management support, and exceptional day-to-day service.

This is a client-facing service role with no cold calling and no new business sales requirements. We help whoever needs our help.

In this position, you will help guide clients through renewals, policy changes, claims questions, billing issues, and general insurance advice. We provide the technology, tools, and training needed for you to support our clients effectively.

Our Requirements for this Position

Previous personal lines sales and service experience preferred

Hold an active property & casualty insurance license

Possess very proficient computer and Microsoft Office skills

Be a detailed, organized, thoughtful, friendly person

Responsibilities

Navigate our clients through the multiple insurance company options we can provide. This includes recommending appropriate coverages and limits, and assisting with billing questions.

Advocate for our clients with our underwriters to find the best terms our companies can provide.

Guide customers through the claims process, including working with the claims adjuster as needed

Benefits

Paid time off (vacation and personal/sick time)

Employer-paid health insurance

401k plan with an employer match

Can earn the ability to work remote 1-2 days a week after the initial training period

On-the-job training

Employer-paid continuing education to achieve knowledge and industry designations

Monthly and quarterly team building activities with your awesome and (mostly) fun coworkers



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