Personal Lines Account Manager

Company: Tower Street Insurance
Location: Dallas
Posted on: March 14, 2025

Job Description:

Personal Lines Account Manager

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.

Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Personal Lines Insurance Account Assistant to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge; as well as value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.

Essential Functions:
Build, expand, and solidify relationships with clients.
Responsible for the timely, day-to-day support for assigned accounts, including delivery of policy documents, endorsements, cancellations, reinstatements, ID cards, and billing.
Responsible for the timely response to client inquiries.
Correspond and maintain contact with carriers.
Correspond and maintain contact with customers and coordinate with the appropriate carriers, regarding client servicing.
Handle client inquiries and follow-ups for policy updates
Create proposals/summaries, and additional documents as needed
Receive requests from prospective clients and provide new business quotations if needed.
Develop and foster quality relationships with clients, teammates, and carrier representatives.


Required Skills:
Ability to obtain a thorough understanding of personal lines underwriting and coverage and interpret abstract data from client
Intermediate PC skills, with the ability to effectively utilize the agency's management systems
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality


Qualifications:
At least 5 years as a Personal Lines Account Manager, along with an understanding of Personal Property & Casualty insurance coverage and Commercial Property & Casualty insurance coverage.
Applied Epic Agency Management System or similar insurance management system.
Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
High School Graduate (College degree - preferred or related work experience)
Must hold a Property & Casualty Insurance License
Attention to Detail and Organizational Skills
Strong Customer Service and Interpersonal Skills
Time Management Skills along with the ability to work in a team environment
Excellent Written and Verbal Communication


Company Benefits
A company with a Strong Brand and Positive Culture
Competitive Pay (salary and semi-annual bonus potential)
Company paid health premiums
Paid Holidays
401K plan with a discretionary company match
Training CE classes on and off-site

Keywords: Tower Street Insurance, Dallas , Personal Lines Account Manager, Executive , Dallas, Texas