The Personal Lines Insurance Account Manager at Lee Insurance Agency is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks:

Competitive Pay

Bonus Incentives

Health/Dental/Vision Insurance

Matching Contributions to IRA

Paid Vacation

Professional Development

Job Stability in a growing industry

Responsibilities

Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.

Answer customer calls and correspondence regarding new or existing insurance policies.

Work with new clients in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.

Set appointments and/or client calls to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.

Talk with customers about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.

Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.

Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.

Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Our Ideal Candidate

Dependable, Honest, Punctual, and Reliable with a strong work ethic and professional demeanor.

Positive, energetic attitude

Hold a TX Property and Casualty insurance license or 2 years of experience in a professional office environment.

Well-Organized

Ability to manage multiple priorities and inter-departmental workflows within an allotted timeline.

Ability to monitor and interpret data.

Apply appropriate policies and procedures with consistency and accuracy

Detail-oriented

Excellent Customer Service Skills. Written & oral communication skills needed with varying degrees of sophistication with staff, industry partners, and members.

Ability to demonstrate empathy and patience and forge strong interpersonal relationships with members/clients/ staff/industry partners.

Problem-solving skills

Software and word processing skills: Proficiency in Microsoft Office programs, including Outlook and Excel.

Ability to collaborate in a team environment

Ability to handle customer complaints while maintaining composure with the goal of creating a positive experience for the customer.

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.

Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.

Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.

Have excellent time management skills.