Private Client Account Manager

Toyota Insurance Management Solutions•Plano, TX

1d•Hybrid

About The Position

Toyota Insurance, a brand name of Toyota Insurance Management Solutions USA, LLC (TIMS), is an independent agency specializing in property and casualty insurance for Toyota vehicle owners. Its mission is to improve the Toyota ownership experience by improving the insurance experience. The Private Client Account Manager supports the service and retention of personal insurance accounts. The role manages renewals, prepares and presents insurance quotes, responds to client inquiries, and delivers customer service throughout the policy lifecycle. It manages an assigned client portfolio, handles policy administration and routine transactions, identifies opportunities to recommend additional coverage, and helps ensure policy and documentation accuracy. The position also coordinates client review meetings and collaborates with internal colleagues to support client relationships and retention. Work is primarily performed in a professional office environment at 6565 Headquarters Dr, Plano, TX 75024. The regular schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. Employees may work from home on Fridays, subject to company policy and business needs. Travel is not required. Compensation is $53,000–$70,000, based on skills, education, and experience. Applicants must already be authorized to work in the United States; sponsorship or transfer of employment visa sponsorship is not offered.

Requirements

Active Texas Property & Casualty (P&C) Insurance License.
2–3 years of personal lines insurance, account management, or client service experience.
Associate degree.
Proficiency in Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, and SharePoint.
Experience working with agency management systems and carrier portals.
Ability to manage competing client needs, renewal deadlines, and service requests while maintaining accuracy and timely follow-through.
Working knowledge of personal insurance products, policy coverages, carrier underwriting guidelines, eligibility requirements, and applicable regulatory requirements.
Ability to identify client coverage needs, discuss available insurance options, and support coverage recommendations.
Strong organizational, time-management, and prioritization skills.
Excellent written and verbal communication skills.
Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
Ability to work independently and collaborate effectively within a team.
Strong problem-solving and client relationship management skills.

Nice To Haves

Bachelor’s degree.
Nexsure experience.

Responsibilities

Manage an assigned portfolio of personal insurance clients and provide responsive, professional customer service.
Build and maintain client relationships by addressing policy questions, service requests, and coverage inquiries.
Prepare proposals, coverage comparisons, policy summaries, and other client-facing insurance documents.
Assist clients with claim-related inquiries.
Manage accounts throughout the policy lifecycle, including obtaining and comparing carrier quotes, reviewing coverage options, facilitating policy placement and renewals, and providing ongoing service in accordance with carrier underwriting guidelines and agency procedures.
Process endorsements, renewals, cancellations, billing inquiries, and routine servicing requests accurately and promptly.
Identify cross-selling opportunities and recommend and sell additional insurance products to address coverage gaps, support retention, and contribute to portfolio revenue growth.
Conduct initial compliance reviews of client policies, renewals, and documentation; identify potential regulatory issues, ensure accuracy, and escalate concerns to the Senior Private Client Account Manager or Direct Manager.
Proactively manage renewals by preparing coverage options and recommendations to support retention and continuity of coverage.
Schedule and coordinate client review meetings between the manager and clients to discuss policy changes, coverage options, and renewal recommendations.
Maintain knowledge of personal lines insurance products, carrier guidelines, and industry best practices.
Collaborate with internal team members to deliver a seamless client experience and support Toyota Private Client Insurance.