What are the responsibilities and job description for the Personal Lines Account Manager position at Texas First Bank . Insurance?
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Join a talented team and workplace! Texas First Insurance has served Texans since 1925. It is a community-based independent agency with deep roots and a solid reputation in the industry. Our mission is to protect our client's assets through a commitment to personally understanding and mitigating their risks, which drives us daily. Our clients make us who we are, and we are committed to helping them succeed and build up our local communities.
Job Summary
Responsible for the highest level of customer service to Personal Lines Accounts. Providing prompt, accurate and courteous service to agency clients. Working independently & collaboratively with clients, producers & company representatives to design & execute a comprehensive insurance program specific to insureds needs. Developing a professional rapport with clients, company representatives and business associates; by maintaining knowledge of personal lines coverage and company underwriting guidelines. Maintaining security and client confidentiality. Upholding and encouraging a positive work environment.
Helping Texans Build Texas aligning with our organization’s values of Respect, Responsive, Responsible.
Responsibilities and Duties
- Collectively or independently explore, create, execute, review all information necessary to designs & implement appropriate insurance programs for clients both new & renewal in accordance with agency and underwriting guidelines.
- Manage/maintain assigned book of business ensuring timely renewal relationship continuation process is managed according to agency standards and guidelines as to protect client, agency E&O exposure and carrier partner relationships.
- Prepare proposal, & in collaboration with producer, present proposal to client, obtain required signatures & warranties required to secure coverage.
- Maintain/update agency management systems/platforms with all required information according to agency procedures.
- Prepare summaries of insurance for producer / client review
- Manage all day-to-day service needs of clients, including but not limited to changes, endorsements, cancellations, reinstatements.
- Prioritize & manage workflow to ensure efficient, timely & accurate handling of responsibilities.
- Collaborate with producers, associates & agency team members, providing technical support, to assist clients & reach agency goals.
- Maintains knowledge of industry state & federal rules & regulations and carrier underwriting requirements
- Consult, inform, educate clients on coverages, exclusions & exposures.
- Represents the agency in collaboration with producers in handling complaints, concerns, for an amicable relationship with clients & carriers.
- All other duties requested by management to assist agency in achieving organizational goals.
Tools & Technology
- Microsoft office products (Word, Excel, PowerPoint, Outlook)
- AMS360, image right/work smart, various carrier website platforms
Special Skills & Requirements
- Collaborator with positive approach to co-workers, duties & organization
- Strong organizational, time management & communication skills
- Analytical, detail oriented, ability to think critically regarding complex solutions.
- Above average mathematical skills
- Projection of professional image in a business professional environment
- Respect confidentiality of clients and associates
- Initiative-taking, initiative-taker, ability to work independently in a fast-paced, team environment with minimal instruction.
Level of Responsibility
- Managing client accounts
- Providing expert advice
- Overseeing & adhering to contract requirements
- Making independent strategic decisions which require expert level of discretion, education, knowledge & independent judgement.
- At times involves responsibilities beyond standard office hours i.e., client meetings, client deadlines, industry training events.
Education and Special Requirements
- High school diploma or equivalent.
- Higher level education preferred.
- Property & casualty license
- CISR, CIC or equivalent designation
- three - five years’ experience in personal lines insurance preferred
- Awareness of E & O exposure and use of E & O prevention techniques
EOE/Disability/Veteran