Personal Lines Account Specialist (Insurance)

Texan Insurance•Houston, TX

68d•Hybrid

About The Position

The Personal Lines Insurance Account Specialist provides administrative and client service support to the Personal Lines team by assisting with insurance account servicing and policy administration. This position reports to the Service Manager and works closely with the Personal Lines Service Team and Account Managers. This role plays an important part in supporting the agency’s operations by assisting with policy servicing, processing policy changes, supporting claims inquiries, and ensuring accurate documentation of client accounts while maintaining a high level of customer service.

Requirements

Strong customer service skills with the ability to respond to client inquiries promptly and professionally.
Excellent attention to detail to ensure policy accuracy, documentation completeness, and regulatory compliance.
Strong verbal and written communication skills to effectively explain policy information and assist clients.
Strong organizational and time management skills with the ability to manage multiple tasks and priorities.
Ability to work effectively with agency management systems such as Applied Epic, AMS360, or similar CRM platforms, along with Microsoft Office applications.
Problem-solving skills with the ability to assist clients and coordinate with carriers to resolve policy or claims-related inquiries.
Working knowledge of personal lines insurance products including homeowners, auto, renters, and umbrella coverage.
Ability to collaborate with Account Managers, carriers, and internal team members to support client needs and agency operations.
An active and valid Property and Casualty Insurance License is required.
Applicants must be legally authorized to work in the United States.

Nice To Haves

An associate degree or bachelor’s degree in business, finance, insurance, or a related field is preferred.
Equivalent professional experience in the insurance industry may be considered in place of formal education.
A minimum of 1 year of experience working in an independent insurance agency or 3 years of experience in a captive insurance agency environment is preferred.
Experience servicing personal lines insurance policies such as homeowners, auto, or umbrella coverage.
Texas License is preferred.
Basic knowledge of personal lines insurance products and agency servicing procedures is preferred.

Responsibilities

Assist clients with routine inquiries, basic policy updates, and general account servicing requests.
Respond to client communications via phone, email, or in-person to provide policy information or resolve service-related questions.
Process policy changes, renewals, endorsements, and cancellations by coordinating with insurance carriers and updating internal systems.
Review policy documentation and client information to ensure accuracy and compliance with agency and regulatory standards.
Assist clients through basic claims inquiries and coordinating with carriers to help ensure a smooth claims process.
Maintain accurate and up-to-date client records, policy details, and supporting documentation in the agency management system.
Support Account Managers and team members with administrative tasks including preparing policy quotes, documentation, and client correspondence.
Assist with gathering necessary information for underwriting or policy servicing and ensuring all required documentation is properly completed.
Work effectively in a fast-paced environment while managing multiple priorities and maintaining a high level of service and accuracy.