Personal Lines Account Manager

Texas First Bank • Texas City, TX

101d

About The Position

Join a talented team and workplace! Texas First Insurance has served Texans since 1925. It is a community-based independent agency with deep roots and a solid reputation in the industry. Our mission is to protect our client's assets through a commitment to personally understanding and mitigating their risks, which drives us daily. Our clients make us who we are, and we are committed to helping them succeed and build up our local communities. The position is responsible for the highest level of customer service to Personal Lines Accounts, providing prompt, accurate, and courteous service to agency clients. The role involves working independently and collaboratively with clients, producers, and company representatives to design and execute a comprehensive insurance program specific to insureds' needs, while maintaining security and client confidentiality and upholding a positive work environment.

Requirements

• High school diploma or equivalent.
• Property & casualty license.
• CISR, CIC or equivalent designation.
• Three - five years experience in personal lines insurance preferred.
• Awareness of E & O exposure and use of E & O prevention techniques.

Nice To Haves

• Higher level education preferred.

Responsibilities

• Collectively or independently explore, create, execute, review all information necessary to design & implement appropriate insurance programs for clients both new & renewal in accordance with agency and underwriting guidelines.
• Manage/maintain assigned book of business ensuring timely renewal relationship continuation process is managed according to agency standards and guidelines to protect client, agency E&O exposure and carrier partner relationships.
• Prepare proposal, & in collaboration with producer, present proposal to client, obtain required signatures & warranties required to secure coverage.
• Maintain/update agency management systems/platforms with all required information according to agency procedures.
• Prepare summaries of insurance for producer/client review.
• Manage all day-to-day service needs of clients, including but not limited to changes, endorsements, cancellations, reinstatements.
• Prioritize & manage workflow to ensure efficient, timely & accurate handling of responsibilities.
• Collaborate with producers, associates & agency team members, providing technical support, to assist clients & reach agency goals.
• Maintain knowledge of industry state & federal rules & regulations and carrier underwriting requirements.
• Consult, inform, educate clients on coverages, exclusions & exposures.
• Represent the agency in collaboration with producers in handling complaints, concerns, for an amicable relationship with clients & carriers.
• Perform all other duties requested by management to assist agency in achieving organizational goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED