layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Personal Lines Account Manager
Impact Performance Team
Lampasas, TX, US
Source: Impact Performance Team careers · View original posting
- Employment
- full time
Employer job description
From Impact Performance Team's posting. “We” and “our” refer to the employer.
About Our Client
Our client is a highly successful, well established independent insurance agency that is currently hiring for their Lampasas, TX office. The Lampasas location has been voted Best of the Best in Lampasas County for 9+ consecutive years and prides itself on offering personalized and responsive customer support to their clients. The agency is looking to add a valuable Personal Lines Account Manager to their experienced team.
Role Overview
This is a full-time, on-site Personal Lines Account Manager role. The ideal candidate will be responsible for managing client accounts and providing exceptional customer service. This role requires strong communication skills, as well as the ability to analyze client needs and work as a team alongside licensed insurance agents. Your key responsibilities may include:
- Consistently perform service and sales administration tasks in a high volume, face paced environment.
- Deliver outstanding customer service via phone, email and in person by addressing inquiries and resolving issues promptly.
- Perform accurate data entry, quote and process policy changes, issue certificates of insurance as well as prepare new business and renewal quotes and applications.
- Utilize analysis skills helping the producing agent to assess client requirements and tailor insurance solutions accordingly.
- Respond timely to underwriting requests from insurance companies.
- Agent and customer assistance with claims filing and processing.
- Agent and customer assistance with billing and payment processes.
- Collaborate with team members to achieve overall agency success.
Requirements
- Minimum 3 years experience in the insurance industry, preferably as a Personal Lines Account Manager
- Active Texas Property and Casualty License required.
- Experience with e-signature platforms such as DocuSign.
- Experience with Insurance related Client Management Systems.
- Experience with Acord Forms and Supplemental Questionnaires.
- Excellent communication skills, both verbal and written, with the ability to engage clients effectively.