12 Personal Lines Account Manager Jobs in Dallas, TX
Dexter is Hiring a Personal Lines Account Manager Near Dallas, TX
The Personal Lines Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service, and sales delivery standards, and performing essential functions to achieve the quality and service standards developed by the agency. This position will partner with Producers in the handling and processing of new and renewal commercial business and maintaining high service standards.
Responsibilities:
- Provide exceptional customer service to existing and new clients, ensuring complete satisfaction.
- Maintain strong relationships with clients, prospective clients, and producers.
- Foster internal relationships and contribute to the development of a positive organizational culture.
- Accurately complete applications for new and renewal business, ensuring all necessary information is provided.
- Prepare proposals and complete applications in collaboration with producers, submitting them to eligible carriers and obtaining client signatures.
- Perform necessary ratings for policy quotations and issuance using carrier websites or rating programs.
- Prepare proposals, binders, certificates, account summaries, endorsements, policies, lost policy releases, and account balance status when requested.
- Ensure items are delivered and/or mailed to the client. Initiate correspondence with companies and clients. Maintain follow-up and suspense files on outstanding orders, correspondence, audits, reports, reporting form coverage, and follow-up on overdue and suspense items. Maintain expiration control log.
- Request renewals, endorsements, and other data from companies and insureds, ensuring timely issuance of coverage.
- Solicit Producer and Account Executive assistance, when necessary, to issue coverage in a timely, efficient manner and bind coverage within agency underwriting authority.
- Handle new and renewal policies, endorsements, audits, and cancellations promptly and accurately.
- Determine reasons for requests for cancellations, act to save accounts, and notify producers according to agency standards. Process and follow-up on cancelation requests to carriers to ensure accurate and timely resolution.
- Receive phone calls from clients and companies and comply with the request and/or refer to the Producer and Team Lead
- Participate in seminars and other training, to maintain required licenses, and for knowledge and skill development.
- Meet with a company representative to update carrier appetite, underwriting guidelines, etc.
- Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions.
- Other duties as assigned.
- Sound knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and write assigned client and prospect lists.
- Full knowledge of insurance markets is essential.
- Strong PC skills, with the ability to effectively utilize the agency's management systems.
- Ability to work within a fast-paced, changing priority environment.
- Self-motivated, with the initiative to prioritize and be self-directed.
- Ability to communicate effectively, both verbally, and in writing
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels.
- Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency.
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality.
- Epic/Applied agency software a plus.
- Property and Casualty license, as required by the State Department of Insurance
- 2-4 Years of previous account management experience preferred.
- Bachelor’s degree preferred.
- CPCU or CIC designations preferred.
Job Summary
Full Time
Wholesale
$100k-137k (estimate)
03/07/2024
05/06/2024
dexterco.com
BALTIMORE, MD
25 - 50
Private
SUSAN CESARE
$5M - $10M
Wholesale
Related Companies
The job skills required for Personal Lines Account Manager include Customer Service, Account Management, Initiative, Collaboration, Communicates Effectively, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Lines Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Lines Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Lines Account Manager positions, which can be used as a reference in future career path planning. As a Personal Lines Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Lines Account Manager. You can explore the career advancement for a Personal Lines Account Manager below and select your interested title to get hiring information.
If you are interested in becoming a Personal Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Lines Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Lines Account Manager job description and responsibilities
Manage the relationship with the client
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Offered the product with good sense of benefits
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Lines Account Manager jobs
Personal Services refers to buildings used to sell services rather than physical goods.
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Personal lines account managers are responsible for reviewing insurance applications to ensure that all questions have been answered.
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Step 3: View the best colleges and universities for Personal Lines Account Manager.
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