Client Manager - Personal Lines HNW

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:

• 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
  
  

After training, you’ll enjoy a flexible hybrid schedule, so you can balance in-office collaboration with at-home focus time.

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
  
  

Why You’ll Love It

• 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