Personal Lines Account Manager: Brazos Valley

Responsibilities

• Serve as the primary point of contact for clients, maintaining strong relationships and ensuring high customer satisfaction.
• Regularly communicate with clients to address any inquiries, updates, and service requests.
• Provide clients with information on policy options, renewals, and adjustments to meet their needs.
• Oversee the renewal process for personal lines policies, ensuring timely and accurate processing.
• Aid clients with policy changes such as address updates, vehicle changes, and additional coverage options.
• Review policy terms and conditions with clients to ensure they are adequately covered based on their evolving needs.
• Promote and cross-sell personal insurance products (auto, home, renters, etc.) to existing clients, identifying opportunities to enhance coverage.
• Identify upselling and cross-selling opportunities based on client needs, preferences, and life changes.
• Provide support to clients during the claims process, including follow-up and escalation when necessary.
• Ensure compliance with Texas state insurance laws, regulations, and industry standards.
• Maintain accurate and up-to-date documentation for all policies, claims, and transactions.
• Aid in audits and reviews related to personal lines accounts.
• Work closely with underwriters, claims adjusters, and other internal teams to ensure seamless service delivery.
• Provide training and guidance to new team members or new hires, promoting a collaborative work environment.
• Stay current with personal insurance market trends, including new products, policy changes, and industry innovations.
• Understand and monitor competitors' offerings in the Texas market to remain competitive.
• Help clients understand their coverage options, exclusions, and the claims process.

Requirements

• High School or equivalent degree.
• All licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions.
• Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel.

Qualifications

Preferred Qualification: High School or equivalent degree. Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel.

Skills

Preferred Skills: High School or equivalent degree. Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel.

Benefits

Competitive salary, Comprehensive benefits package including health, dental and retirement plans, Opportunities for professional development and career advancement.

Pay

N/A

Schedule

N/A

How to Apply

To apply, please email Shynell Bushman at sbushman@deandraper.com. Please reference the job title in the subject line of your email.

Brazos Valley Location

2752 Longmire Drive, College Station, TX 77845

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