What are the responsibilities and job description for the Client Manager - Personal Lines HNW position at Questpro?
Personal Lines Client Manager | North Dallas, TX | Hybrid Schedule
Looking to join a place where people actually love coming to work?
Our client has been named a “Best Place to Work” by the Dallas Business Journal multiple times — and it’s easy to see why. They’re a thriving, independent insurance agency that’s been serving Texas families for years, and they’re adding a Personal Lines Client Manager to their growing team in North Dallas.
What You’ll Do
You’ll be the go-to person supporting their Private Client Risk Advisors - helping ensure high-net-worth clients get exceptional service. Your day-to-day might include:
What You’ll Bring
Looking to join a place where people actually love coming to work?
Our client has been named a “Best Place to Work” by the Dallas Business Journal multiple times — and it’s easy to see why. They’re a thriving, independent insurance agency that’s been serving Texas families for years, and they’re adding a Personal Lines Client Manager to their growing team in North Dallas.
What You’ll Do
You’ll be the go-to person supporting their Private Client Risk Advisors - helping ensure high-net-worth clients get exceptional service. Your day-to-day might include:
- Running renewal quotes (about 60–15 days out)
- Double-checking policies and comparing renewals
- Updating quotes and keeping everything documented and organized
- Putting together coverage comparison spreadsheets
- Helping with coverage questions, endorsements, and claims follow-ups
What You’ll Bring
- At least 2 years of experience in the independent PCG arena
- Familiarity with top carriers like PURE, Chubb, AIG, Cincinnati, etc.
- A detail-oriented mindset and passion for client service
- Award-winning culture that truly values its people
- Supportive, tight-knit team environment
- Work with elite carriers and high-value clientele
- Hybrid flexibility once you’re up to speed