Personal Lines Insurance Account Manager Job at AssuredPartners

AssuredPartners Dallas, TX 75217

Leading Insurance Company, AssuredPartners, is seeking a Personal Lines Insurance Account Manager!


  • Compensation: Salary (flexible based on experience)
  • Office Location: Can work from either location:
    • 500 N Central Expy, Plano, TX 75074 - Hybrid 3+ days in office after training
    • 1580 John Arden Drive, Waxahachie, TX 75165 - Hybrid 3+ days in office after training
  • Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time with flexible options available)
  • Our Awesome Benefits:
    • Generous Paid-Time Off including 15 PTO/vacation days annually starting, plus 10 paid holidays and 5 paid sick days
    • 401K + employer match
    • Medical, Dental, and Vision Insurance with HSA and FSA options
    • Pet Insurance
    • Fitness Center Discounts
    • Employer-paid life insurance and disability
    • Voluntary benefits (such as critical illness and accident insurance)
    • Travel reimbursement
    • Tuition Reimbursement
    • Employee Referral Program
    • Opportunities for growth and promotion up to leadership level
    • And so much more!

The Personal Lines Insurance Account Manager Role Overview:

Personal Lines Insurance Account Manager responsibilities will include a high level of customer service to new and existing clients including responding to service requests promptly and directly. Account Managers will work with the Producer(s) to design and recommend proper insurance and programs to obtain new and retain existing clients. You should have superior product knowledge and be familiar with the specific property and casualty products offered by carriers and brokers.


Personal Lines Insurance Account Manager Responsibilities:

  • Day to day responsibilities include assisting our personal lines insurance clients with policy changes, following up with carriers as needed, and reviewing endorsements for accuracy
  • Provide top-notch client service to clients
  • Manage a large number of time-sensitive client issues at any given time
  • Multi-task in a fast-paced environment handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrity
  • Reduce confusion and frustration by assisting clients/prospects with complex paperwork
  • Research complex issues, think outside the box to solve problems and follow up promptly with actionable solutions
  • Resolve client issues in a timely manner pro-actively and collaboratively with the team
  • Learn and develop technical knowledge through vendor meetings, research, and training classes on an ongoing basis
  • Keep a detailed record of correspondence through our client relationship system with prospective and existing clients, vendors, and referral partners

Personal Lines Insurance Account Manager Requirements:

  • 3+ years of experience in Personal Lines Property and Casualty insurance
  • Existing TX Property and Casualty License or ability to obtain license within 6 months of employment
  • Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) and strong keyboarding skills
  • Bachelor’s degree or higher (or equivalent in education and experience)
  • Fluency in Spanish (Bilingual) a plus
  • High level of proficiency quoting through Independent Agency’s appointed carriers
  • Commit to, utilize, and follow current operating systems and procedures while remaining adaptive/flexible to changing demands of a growing company
  • High attention to detail with data entry accuracy

About AssuredPartners:

Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.

As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

  • Inc. Magazine's Best-Led Companies of 2021
  • Named a 2021 "5-Star Brokerage" by Insurance Business Magazine
  • Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies


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