About The Position

NavSav is seeking a passionate, hardworking, and experienced Personal Lines Account Manager to provide client service and support retention in a local office in Waco, Texas. The role focuses on retaining existing clients, delivering high-quality customer service, and contributing to agency growth. The account manager will help clients prepare for the unexpected by discussing insurance needs and maintaining their policies.

Requirements

  • Property and Casualty license.
  • Pass a background check.
  • Customer service experience.
  • Strong verbal and written communication skills.
  • Operational computing and typing skills of 45+ WPM, including use of Microsoft Office suites and internet browsers.
  • Confidence as a self-starter who works well independently.
  • Strong problem-solving capabilities.
  • Ability to multitask.

Responsibilities

  • Establish and develop exceptional customer relationships.
  • Provide prompt, accurate, and friendly customer service.
  • Discuss clients’ coverage needs, coverage gaps, billing concerns, and policy changes, and process necessary policy changes.
  • Conduct policy reviews as appropriate and remarket policy renewals as needed.
  • Contribute to individual goals and agency success by following established retention processes.

Benefits

  • Medical insurance.
  • Retirement plan with up to 4% match.
  • Commission eligibility for rounding out and cross-selling accounts.
  • Paid holidays.
  • Paid vacation.
  • Vision insurance.
  • Supplemental insurance.
  • Dental insurance.
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