Private Client Account Manager

Toyota Insurance Management Solutions•Plano, TX

2d•$53,000 - $70,000•Hybrid

About The Position

The Private Client Account Manager supports the service and retention of personal insurance accounts by managing renewals, preparing and presenting insurance quotes, addressing client inquiries, and delivering exceptional customer service. The role manages an assigned portfolio and supports clients throughout the policy lifecycle, from quote comparison and policy placement to renewals and ongoing service. It also helps maintain client relationships, identify additional coverage needs, and provide a positive client experience. The position is based in a professional office environment in Plano, Texas. 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.

Requirements

Active Texas Property & Casualty (P&C) Insurance License.
2–3 years of personal lines insurance, account management, or client service experience.
Associate degree required.
Proficiency in Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, and SharePoint.
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, prioritization, written communication, 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.
Applicants must be authorized to work for any U.S. employer; the position does not offer employment visa sponsorship or sponsorship transfer.

Nice To Haves

Bachelor’s degree.
Experience with Nexsure agency management system.

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 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 policy 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.
Perform other duties and responsibilities as assigned; duties may change with business needs.