Licensed Personal Lines Insurance Account Manager
Benefits:
401(k) matching
Bonus based on performance
Health insurance
Paid time off
Training & development
Company Description
Frederiksen & Frederiksen is a 4th generation, family-owned independent insurance agency headquartered in Dallas, Texas. We are looking for an experienced and licensed Personal Lines Property & Casualty Account Manager to join our team.
Role Description
This role supports our middle-market and high-net-worth family clients by providing coverage guidance, risk management support, and exceptional day-to-day service.
This is a client-facing service role with no cold calling and no new business sales requirements. We help whoever needs our help.
In this position, you will help guide clients through renewals, policy changes, claims questions, billing issues, and general insurance advice. We provide the technology, tools, and training needed for you to support our clients effectively.
Our Requirements for this Position
Previous personal lines sales and service experience preferred
Hold an active property & casualty insurance license
Possess very proficient computer and Microsoft Office skills
Be a detailed, organized, thoughtful, friendly person
Responsibilities
Navigate our clients through the multiple insurance company options we can provide. This includes recommending appropriate coverages and limits, and assisting with billing questions.
Advocate for our clients with our underwriters to find the best terms our companies can provide.
Guide customers through the claims process, including working with the claims adjuster as needed
Benefits
Paid time off (vacation and personal/sick time)
Employer-paid health insurance
401k plan with an employer match
Can earn the ability to work remote 1-2 days a week after the initial training period
On-the-job training
Employer-paid continuing education to achieve knowledge and industry designations
Monthly and quarterly team building activities with your awesome and (mostly) fun coworkers