Texas Licensed Personal Lines Manager

Job Summary

A company is looking for an Affluent Personal Lines Account Manager to service client accounts and manage relationships with clients and carriers.

Key Responsibilities

• Maintain relationships with carrier and client contacts and lead client meetings for assigned accounts
• Manage the renewal and marketing process from start to finish in collaboration with Account Executives and Advisors
• Communicate directly with clients and carriers, and maintain client files in accordance with office procedures

Required Qualifications, Training, and Education

• 2-3 years of experience in High-Net-Worth personal insurance service
• Active P&C Insurance License required upon hire
• Experience with EPIC or other agency management systems
• High school diploma or equivalent required; Bachelor's Degree preferred
• Knowledge of high-level client management practices