Towerstreetinsurance
Overview
Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Personal Lines Insurance Account Manager to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge; as well as value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.
Responsibilities
Build, expand, and solidify relationships with clients.
Responsible for the timely, day-to-day support for assigned accounts, including delivery of policy documents, endorsements, cancellations, reinstatements, ID cards, and billing.
Responsible for the timely response to client inquiries.
Correspond and maintain contact with carriers.
Correspond and maintain contact with customers and coordinate with the appropriate carriers, regarding client servicing.
Handle client inquiries and follow-ups for policy updates.
Create proposals/summaries, and additional documents as needed.
Receive requests from prospective clients and provide new business quotations if needed.
Develop and foster quality relationships with clients, teammates, and carrier representatives.
Required Skills
Ability to obtain a thorough understanding of personal lines underwriting and coverage and interpret abstract data from client.
Intermediate PC skills, with the ability to effectively utilize the agency's management systems.
Ability to work within a fast-paced, changing priority environment.
Self-motivated, with the initiative to prioritize and be self-directed.
Regular and punctual attendance is required.
Ability to communicate effectively, both verbally, and in writing.
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels.
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency.
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality.
Qualifications
At least 5 years as a Personal Lines Account Manager, along with an understanding of Personal Property & Casualty insurance coverage and Commercial Property & Casualty insurance coverage.
Applied Epic Agency Management System or similar insurance management system.
Proficiency in MS Office Suite, particularly Word, Excel, and Outlook.
High School Graduate (College degree – preferred or related work experience).
Must hold a Property & Casualty Insurance License.
Attention to Detail and Organizational Skills.
Strong Customer Service and Interpersonal Skills.
Time Management Skills along with the ability to work in a team environment.
Excellent Written and Verbal Communication.
Company Benefits
A company with a Strong Brand and Positive Culture.
Competitive Pay (salary and semi-annual bonus potential).
Company paid health premiums.
Paid Holidays.
401K plan with a discretionary company match.
Training CE classes on and off-site.
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Responsibilities
Build, expand, and solidify relationships with clients.
Responsible for the timely, day-to-day support for assigned accounts, including delivery of policy documents, endorsements, cancellations, reinstatements, ID cards, and billing.
Responsible for the timely response to client inquiries.
Correspond and maintain contact with carriers.
Correspond and maintain contact with customers and coordinate with the appropriate carriers, regarding client servicing.
Handle client inquiries and follow-ups for policy updates.
Create proposals/summaries, and additional documents as needed.
Receive requests from prospective clients and provide new business quotations if needed.
Develop and foster quality relationships with clients, teammates, and carrier representatives.
Required Skills
Ability to obtain a thorough understanding of personal lines underwriting and coverage and interpret abstract data from client.
Intermediate PC skills, with the ability to effectively utilize the agency's management systems.
Ability to work within a fast-paced, changing priority environment.
Self-motivated, with the initiative to prioritize and be self-directed.
Regular and punctual attendance is required.
Ability to communicate effectively, both verbally, and in writing.
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels.
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency.
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality.
Qualifications
At least 5 years as a Personal Lines Account Manager, along with an understanding of Personal Property & Casualty insurance coverage and Commercial Property & Casualty insurance coverage.
Applied Epic Agency Management System or similar insurance management system.
Proficiency in MS Office Suite, particularly Word, Excel, and Outlook.
High School Graduate (College degree – preferred or related work experience).
Must hold a Property & Casualty Insurance License.
Attention to Detail and Organizational Skills.
Strong Customer Service and Interpersonal Skills.
Time Management Skills along with the ability to work in a team environment.
Excellent Written and Verbal Communication.
Company Benefits
A company with a Strong Brand and Positive Culture.
Competitive Pay (salary and semi-annual bonus potential).
Company paid health premiums.
Paid Holidays.
401K plan with a discretionary company match.
Training CE classes on and off-site.
#J-18808-Ljbffr