Personnel Lines Account Manager

Dagley Insurance & Financial Services•Katy, TX

2d•Onsite

About The Position

Dagley Insurance Agency, LLC, a comprehensive independent insurance provider, is seeking an experienced Personal Lines Account Manager to join our Service Center Team. The Personal Lines Account Manager will be responsible for answering clients questions, help make coverage selections and be the liaison between the client and the insurance provider. This is an exciting opportunity to grow your career by providing comprehensive coverage and placing the correct product(s) in the hands of our insured. We believe in educating our clients about the products being purchased through our knowledgeable and well-trained staff. The ideal candidate has a minimum of two years of sales experience, thrives in a goal-oriented environment, has excellent verbal and written communication skills and a high regard for customer service. At Dagley Insurance, we are not only a company, but we are also a family. We have a fun yet productive environment with contests, meeting lunches, holiday potlucks, or just sitting down with management. We pride ourselves on rallying around our colleagues and community support.

Requirements

Minimum of 2 years' experience handling personal lines accounts
Must be P&C Licensed
Must possess integrity, ability and willingness to continue to learn, demonstrates drive and initiative, ambition and a positive attitude
Excellent communication skills, both written and verbal
Must be independent, flexible, self-motivated and have the drive to succeed

Nice To Haves

Minimum of two years of sales experience
Insurance: 2 years (Preferred)

Responsibilities

Assist clients in making appropriate coverage changes
Fulfill client service requests for personal lines insurance accounts in a pleasant, professional and timely manner
Assist in the marketing of new and renewal personal lines accounts
Ensure client satisfaction through checking policies, making endorsements, handling cancellations, providing information, answering questions, performing research and reviewing accounts
Offering additional insurance products to existing and potential customers
Knows and understands the specifics of package policy products
Ability to multitask; exceptional attention to detail
Enjoy working in a team environment
Strong automation skills emphasizing AMS360 and Google Sheets
Ability to analyze risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects