What are the responsibilities and job description for the Commercial/Personal lines Insurance Account Manager position at Sam Buentello Insurance Agency, INC?
Company Description
Sam Buentello Insurance Agency, based in Cedar Park, Texas, proudly serves clients across the state of Texas. Specializing in a wide range of services, including Home, Auto, Business, Life Insurance, Bonds, and more, the agency is committed to providing personalized and exceptional customer service. We strive to help our clients protect what matters most and pride ourselves on creating lasting relationships. Join our team and contribute to delivering the high-quality service our clients expect and deserve.
Role Description
This is a full-time, on-site position located in Cedar Park, TX. As a Commercial/Personal Lines Insurance Account Manager, you will handle day-to-day account management tasks, including policy servicing, responding to client inquiries, and providing tailored insurance solutions. The role includes managing both commercial and personal insurance accounts, maintaining customer satisfaction, and ensuring coverage aligns with clients' needs. Daily responsibilities also involve processing policy changes, renewals, and new policies while supporting the agency’s goals for customer retention and sales growth.
Qualifications
- Proficiency in Account Management and the ability to manage multiple customer accounts efficiently
- Strong Customer Service and interpersonal skills to provide a positive client experience
- Knowledge of Personal Insurance and Commercial Insurance products
- Experience in Insurance services, including advising clients and creating tailored solutions
- Excellent communication, problem-solving, and organizational skills
- Ability to work independently with attention to detail and accuracy
- Relevant certifications or licenses in insurance are a plus