Personal Lines Account Manager
enterprise risk associatesHouston, TX
$55,000 - $60,000 per year
APPLY (opens in a new tab)Personal Lines Account Manager
enterprise risk associatesHouston, TXSenior L5
$55,000 - $60,000 per year
Insurance Agencies and BrokeragesDirect Property and Casualty Insurance CarriersAll Other Insurance Related Activities
APPLY NOW (opens in a new tab)Base Pay $55,000.00 - $60,000.00 / YearJob Category personal lines, insurance producer, small commerial lines Employee Type Full-Time Exempt DescriptionPersonal Lines and Small Commercial Account Manager Hamann Insurance Group | Katy, TexasFull-time, on-site | 8:00 a.m.–5:00 p.m., with a one-hour lunch Bring your insurance experience to an established independent agency with a family-oriented culture. Hamann Insurance Group has served Texas and beyond for nearly 50 years. We are seeking an account manager to primarily manage a small personal lines book, assist our commercial lines account executives with small commercial accounts, and perform select office management duties.
What you will do:
- Manage personal lines new business, renewals, remarketing, policy changes, and daily service requests; respond promptly to client calls and correspondence.
- Assess client and prospect needs, identify exposures, recommend appropriate coverage, and explain policy changes and exclusions in coordination with sales executives.
- Prepare quotes, proposals, insurance summaries, and schedules; support commercial lines account executives with coverage analysis and account servicing.
- Complete applications, obtain client signatures, submit to appropriate carriers and brokers, and follow up on quotes and policies. Verify policy accuracy and arrange corrections.
- Identify opportunities to round out accounts, recommend additional coverage, seek client referrals, and follow up with prospects to generate new business.
- Coordinate direct billing, agency billing, or premium financing; handle invoicing, payment follow-up, and cancellations according to agency procedures. Explore retention options when clients request cancellation.
- Assist with initial claims reporting, coordinate carrier responses, and follow up on claim status.
- Maintain accurate account records in Applied Epic and meet agency service and quality standards.
- Perform select office management, administrative, and operational duties as directed by management.
- What you bring
- Active Texas Property and Casualty insurance license and Applied Epic experience required.
- Personal and commercial lines account management experience; 3–5 years in an independent agency preferred.
- Insurance sales experience and knowledge of insurance products, coverage, rating, underwriting, and carrier markets.
- Experience with a comparative rater, Microsoft Office, PDF editing, and e-signature tools.
- Strong communication, organization, accuracy, and ownership of your work; ability to prioritize and build effective relationships with clients, coworkers, and carriers.
- Commitment to staying current on industry developments, coverage, products, technology, and applicable legislation.
Compensation and benefits:
Salary commensurate with experience. Available benefits include medical, dental, vision, short- and long-term disability, life insurance, a 401(k), and paid time off. Casual dress. Our Katy office is conveniently located near I-10 and Grand Parkway (99). This position is on-site, with no remote or hybrid option.
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Level
Senior L5
Salary
$55,000 - $60,000 per year
Location
Houston, TX
Occupation
Insurance Sales Agents
Industry
Insurance Agencies and Brokerages
Posted
yesterday