Personal Lines Account Manager

Job Description

The time for change is now! As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us!

AssuredPartners in Plano, Texas is seeking a P&C Licensed, Personal Lines Account Manager that will help lead our Personal Lines client service team in delivering insurance related transactions.

As an Account Manager, you will manage of a book of assigned clients and partner with our sales team to drive exceptional client service delivery. This role is client relationship driven and provides risk management function.

Responsibilities:

• Designs insurance and risk management plans for clients as assigned and directed by Agency management.
• Provides clients with full exposure analysis and reviews methods of handling risks. Works with the producer to support new business accounts.
• Leads accounts through the renewal process per department procedures.
• Assists in the development of strong personal relationships with appropriate insurance carrier personnel.
• Processes or oversees process of change-request/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
• Handles prompt review of all premium audits recognizing that the Agency must process audits timely.
• Process and follows up on all requests involving carriers or clients to ensure accurate and timely resolution.

Qualifications:

• Active Property and Casualty License
• 3+ years of Personal Lines Insurance experience preferred
• Working knowledge of available coverages based on business and industry
• Tech savvy; ability to navigate multiple systems including Agency Management Software, preferably EPIC.

Compensation and Benefits:

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

• Competitive base salary
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists
• Pet benefits & discounts

Job Types: Full-time, Permanent

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work

Experience:

• Account management: 3 years (Preferred)
• Personal lines: 3 years (Preferred)

License/Certification:

• Property & Casualty License (Required)

Ability to Relocate:

• Plano, TX 75074: Relocate before starting work (Required)

Work Location: Hybrid remote in Plano, TX 75074

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