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Insurance - Account Manager

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Posted Jul 12, 2019
Job Description


The Personal Lines Account Manager position is client facing, working directly with current policyholders to assess their needs, review their current coverage, evaluate coverage and deductible options, process the appropriate coverage changes based on the client’s needs and risk tolerance. This position will include contacting customers to preform annual reviews of customer's accounts.

Building rapport to keep customer retention high is a major priority.

Essential Duties:

Proactively identifying client's needs, rating, coverage assessments, billing/invoicing, endorsements, and rewrites/re markets

· Responding to client inquiries in a timely manner, managing your own workflow

· Flawless service work that stands out in this highly competitive marketplace

· Proactively support the agency in identifying and closing cross-sell opportunities

Skills Required

Ideal Candidate Qualifications:

· Texas Dept. of Insurance P&C license required

· Minimum 2 Years experience in Personal Lines Property Casualty Insurance

· Consistent display of excellent communication skills, verbal and written

· Ability and comfort level to identify the client's needs and underwriting concerns with respect to their homes, autos, umbrellas, and rental properties

· Proficient in Microsoft Office Suite, including Excel, Outlook & Word

· Proficient working with an Agency Management System

· Knowledge and Experience with independent carriers active in personal lines market; National AM Best rated carriers

· Knowledge of underwriting process

· Ability to effectively negotiate with underwriters and carrier staff

Some of our Employee Benefits include:

Company Health Insurance Plan


Paid Vacation

Job Type: Full-time



Job Categories

Job Types(s):   Customer Service

Industry(s):   Insurance

Employment Type:   Employee - Full Time

Job Location(s):   The Woodlands

Contact Information

The Kimball Group LLC

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