Personal Lines Account Manager (20391) job in Dallas

Licensed Personal Lines Account Manager

Job Responsibilities:
Acts as a trusted advisor to clients, addresses inquiries, concerns, and provides expert insights.
Analyzes insurance data, identifies potential risks, and provides appropriate solutions.
Reviews and assesses upcoming renewals.
Contacts clients to schedule and conduct annual review calls.
Recognizes opportunities for upselling and cross-selling insurance products.
Provides efficient and effective 5-star customer service.
Enters client data into insurance quoting systems, keeping data accurate.
Obtains underwriting approval by completing insurance application for coverage and gathering required documentation.
Ideal candidates will possess the following:
At least 3 years of experience in Sales and Account Management within the Property and Casualty Insurance Industry, preferably within an independent agency, or with a strong understanding of multiple carriers.
Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
Proactive mindset with exceptional analytical and problem-solving abilities.
Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.
Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.
Excellent communication skills, with the ability to convey complex insurance concepts in a clear and concise manner.
Well-organized with good follow through to completion
Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web based, computer software programs. Familiarity with EZLynx a plus.