Personal Lines Account Manager - New Business

New Business

• Pre-qualifies and analyzes prospects' Personal Lines coverage needs.
• Recommends coverages and prepares rating quotes and proposals to sell new accounts.
• Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contract.
• Recommends excess and surplus coverages, as needed to meet client insurance needs.
• Educates clients as to coverage limitations and documents on the system.
• Completes applications for insurance and has insured sign them.
• SUBMITS TO ELIGIBLE AND APPROPRIATE CARRIERS, AND FOLLOWS UP TO ENSURE TIMELY RECEIPT OF POLICIES OR QUOTATIONS.
• ACTIVELY SEKS REFERRALS FROM CURRENT CLIENT BASE TO SOLICIT FOR NEW BUSINESS PROSPECTS;
• FOLLOWS UP TO GENERATE NEW BUSINESS USING PROSPECT DATABASE AND SYSTEM.
• ACTIVELY REFERS CLIENTS TO LIFE BENEFITS AND COMMERCIAL LINES DEPARTMENT FOR SOLICITATION OF NEW BUSINESS.

Requirements

• Active Texas General Lines Property & Casualty License or willing to get licensed within 90 days of employment.
• PREFERRED BUT NOT REQUIRED: Bilingual in English and Spanish
• PREFERRED BUT NOT REQUIRED: At least 1 year of insurance experience
• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
• Full knowledge of insurance markets and reference to markets.

Qualifications

Full knowledge of insurance products and usages.

Skills

• Ability to understand written and oral communication, and interpret abstract information.

Benefits

• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Employee discounts
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Relocation bonus
• Signed bonus
• Training & development
• Vision insurance

Pay

$30,000.00 - $45,000.00 per year

Schedule

Monday to Friday

Work Location

10127 Coachlight, San Antonio, TX 78216

Career Advancement Opportunities

We believe that a successful agency starts with a supported team. We’ve cultivated a professional environment where continuous learning is encouraged and hard work is recognized. Whether you are an experienced agent or looking to break into the industry, we provide the tools, technology, and mentorship you need to become a true expert in the field.