Texas Licensed Account Manager

Job Summary

To enhance client relationships and drive growth, the full-time Texas Licensed Account Manager will oversee key accounts, conduct training sessions for new agents, and ensure exceptional client satisfaction while working remotely.

Key responsibilities

• Serve as the primary point of contact for clients after onboarding
• Develop and maintain strong relationships with key stakeholders and identify opportunities for upselling and cross-selling
• Conduct agent training sessions and use data-driven analysis to identify trends for growth

Required qualifications

• Bachelor's degree or equivalent work experience
• 5+ years of experience marketing P&C insurance, particularly to Independent Agents
• Active TDI P&C license required; CPCU and/or CIC designation desirable
• Experience in training and developing agency staff
• Strong problem-solving skills and ability to evaluate agency qualifications for appointment