Texas Licensed Personal Lines Manager

Job Summary

A company is looking for an Affluent Personal Lines Account Manager to service client accounts in a hybrid or remote capacity.

Key Responsibilities

• Maintain relationships with carrier and client contacts for an assigned book of business and lead client meetings
• Manage the renewal and marketing process in collaboration with Account Executives and Advisors
• Create and maintain client files and policy records in accordance with office procedures

Required Qualifications

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