Personal Lines Account Manager

Benefits:

• Positive Work Culture
• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Vision insurance
• Wellness resources

Build Strong Client Relationships and Grow Your Insurance Career

Are you a licensed insurance professional who enjoys helping customers, solving problems, and building lasting relationships? We're looking for a detail-oriented, customer-focused Account Manager to provide exceptional service to our existing clients while supporting new business and account growth.

In this role, you'll be a trusted point of contact for customers, helping them manage their insurance needs, reviewing coverage, processing policy changes, and identifying opportunities to provide additional protection. You'll also contribute to a collaborative team environment focused on improving processes and delivering a great customer experience.

What You'll Do

• Build and maintain strong relationships with customers to support retention and long-term loyalty.
• Respond to client questions and provide knowledgeable, professional insurance service.
• Quote new business and remarket existing accounts to help customers find appropriate coverage.
• Review customer accounts and identify opportunities for account rounding and additional coverage.
• Process policy changes, endorsements, and other customer service requests accurately and efficiently.
• Follow up with customers to secure outstanding policy documents and trailing information.
• Complete Evidence of Insurance requests.
• Document customer interactions and account activity in the agency management system.
• Follow up on claims and help ensure customers receive timely support.
• Maintain knowledge of agency products, carrier offerings, and insurance processes.
• Participate in team meetings, training, and process improvement initiatives.
• Help develop process documentation, pilot new technologies, and contribute to team projects.
• Take part in leading team meeting discussions or preparing agency activity reports as needed.

What We're Looking For

• Active Property & Casualty insurance license required.
• At least two years of experience in a licensed insurance customer service role.
• Strong customer service skills and a genuine interest in helping people.
• Excellent communication and interpersonal skills.
• Professional phone etiquette and a positive, enthusiastic attitude.
• Detail-oriented with strong organization and documentation skills.
• Ability to multitask, prioritize responsibilities, and follow through.
• Resourceful problem-solver with a sense of urgency.
• Self-starter who is coachable and eager to learn.
• Strong work ethic and leadership potential.

Work Environment & Expectations

• Hybrid work arrangement after training.
• Monday–Friday, 8:30 AM–5:00 PM working hours.
• This position is in Fort Worth, TX.
• Advance notice for planned time off.
• Active participation in team meetings and agency initiatives.
• A collaborative approach to improving workflows, processes, and customer service.

Ready to Apply?

If you're a licensed insurance professional with customer service experience who enjoys taking care of clients, working with a team, and finding ways to improve the customer experience, we'd love to hear from you.

Apply today and take the next step in your insurance career!