Licensed Personal Lines Account Manager

The Phoenix Insurance
Dallas, TX, US
$50K-$100K a year
Full-time

Job Description

Job Description

Salary : $50,000 - $100,000

As part of our hiring process, candidates must complete the Culture Index Survey here. Here is the link : https : / / go.

cultureindex.com / p / 10202015044007mEpvbe

Are you working at an agency where you do a little (or a lot) of everything? If you didn’t have to handle every service request, could you finally earn what you are truly worth?

Are you tired of working with a team that does everything a different way?

The Phoenix Insurance is an Independent Property & Casualty Insurance Agency, who advises clients and works with top-rated insurance carriers to find options for complex risks.

As one of the largest Specialty Insurance Agencies in the US, we are known for our integrity and keen problem-solving ability.

We are a high volume, fast-paced insurance office that is looking for a results-driven Account Manager with a passion for client retention and growth.

This role requires a dynamic individual to proactively manage existing client relationships while identifying opportunities to expand the client base.

Account Manager Job Responsibilities :

  • Acts as a trusted advisor to clients, addresses inquiries, concerns, and provides expert insights.
  • Analyzes insurance data to identify potential risk and delivers effective solutions.
  • Reviews and assesses upcoming renewals, ensuring clients have the best coverage options.
  • Proactively contacts clients to schedule and conduct annual review calls.
  • Identifies and capitalizes on opportunities for upselling and cross-selling insurance products.
  • Strengthens client relationships by providing exceptional, top-tier customer service with consistent follow-through.

Ideal candidates will possess the following :

  • At least 3 years of experience in Sales and Account Management within the Property and Casualty Insurance Industry, preferably within an independent agency, or with a strong understanding of multiple carriers.
  • Self-starter mentality driven to achieve goals and deliver measurable results.
  • Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
  • Proactive mindset with exceptional analytical and problem-solving abilities.
  • Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.
  • Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader / Acrobat. Able to adapt and learn new, web based, computer software programs.

Familiarity with EZLynx a plus.

Benefits :
  • 401(k)
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Vision insurance
  • Disability
  • 30+ days ago
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