The Phoenix Insurance
We're an independent insurance agency in Texas
Our experienced team offers services for both residential and commercial properties.With over 25 years of experience in the industry. Contact Us
Position Title:
Account Manager (Personal Lines) FLSA Status:
Exempt Work Schedule:
8:30 a.m. – 5:30 p.m. Monday – Friday (2 client-facing events/month)
Job Summary:
The Personal Lines Account Manager oversees a book of business by reviewing and assessing upcoming renewals while identifying opportunities to upsell and cross-sell insurance products. Supervisory Responsibilities:
None Key Responsibilities:
Act as a trusted advisor to clients, addresses inquiries, concerns, and provides expert insights. Analyze insurance data to identify potential risk and deliver effective solutions. Review and assess upcoming renewals, ensuring clients have the best coverage options. Proactively contact clients to schedule and conduct annual review calls. Identify and capitalize on opportunities for upselling and cross-selling insurance products. Strengthen client relationships by providing exceptional, top-tier customer service with consistent follow-through. Attend two client-facing events per month.
Required Skills & Qualifications
3-5 years of customer service experience in Sales and Account Management within the Property & Casualty Insurance industry, preferably in an independent agency, or with a strong understanding of multiple carriers. Self-starter mentality driven to achieve goals and deliver measurable results. Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes. Proactive mindset with exceptional analytical and problem-solving abilities. Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions. Ability to adapt and learn new web-based software programs. Active Property & Casualty license High school diploma or GED Proficiency in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat.
Physical Demands
Regularly operates a computer and other office productivity machinery, such as a headset, and printer. Regular use of computer systems and phone calls, requiring prolonged screen time and phone conversations. Specific vision abilities required by this job include close vision requirements due to computer work. Must be able to remain in a stationary position for prolonged periods of time. Occasionally attend client-facing events outdoors. If you can crash it, burn it down or get sued because of it, we can insure it.
#J-18808-Ljbffr
Our experienced team offers services for both residential and commercial properties.With over 25 years of experience in the industry. Contact Us
Position Title:
Account Manager (Personal Lines) FLSA Status:
Exempt Work Schedule:
8:30 a.m. – 5:30 p.m. Monday – Friday (2 client-facing events/month)
Job Summary:
The Personal Lines Account Manager oversees a book of business by reviewing and assessing upcoming renewals while identifying opportunities to upsell and cross-sell insurance products. Supervisory Responsibilities:
None Key Responsibilities:
Act as a trusted advisor to clients, addresses inquiries, concerns, and provides expert insights. Analyze insurance data to identify potential risk and deliver effective solutions. Review and assess upcoming renewals, ensuring clients have the best coverage options. Proactively contact clients to schedule and conduct annual review calls. Identify and capitalize on opportunities for upselling and cross-selling insurance products. Strengthen client relationships by providing exceptional, top-tier customer service with consistent follow-through. Attend two client-facing events per month.
Required Skills & Qualifications
3-5 years of customer service experience in Sales and Account Management within the Property & Casualty Insurance industry, preferably in an independent agency, or with a strong understanding of multiple carriers. Self-starter mentality driven to achieve goals and deliver measurable results. Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes. Proactive mindset with exceptional analytical and problem-solving abilities. Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions. Ability to adapt and learn new web-based software programs. Active Property & Casualty license High school diploma or GED Proficiency in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat.
Physical Demands
Regularly operates a computer and other office productivity machinery, such as a headset, and printer. Regular use of computer systems and phone calls, requiring prolonged screen time and phone conversations. Specific vision abilities required by this job include close vision requirements due to computer work. Must be able to remain in a stationary position for prolonged periods of time. Occasionally attend client-facing events outdoors. If you can crash it, burn it down or get sued because of it, we can insure it.
#J-18808-Ljbffr