Personal Lines Account Manager - AssuredPartners

AssuredPartners is adding to our team in Plano, TX! The Personal Lines Insurance Account Manager is responsible for providing customer service by handling the day to day operations of clients' insurance needs. In addition, the Personal Lines Account Manager will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients focusing on Middle Market, Home and Auto, and other Personal Lines insurance coverage. The Personal Lines Account Manager will also provide support to Agency personnel that includes assisting in selling and marketing involving new or existing business. (This is not a direct sales role, the focus is on support and client servicing). This is a hybrid role. 

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in growing their career in the insurance industry. Opportunity awaits you with us!  

Why this Role? 

• Build meaningful relationships with clients while providing them with impactful solutions
• High visibility to Senior Leadership – work alongside Client Services, Sales and Agency Leadership who prioritize your learning and development
  
• Opportunity for upward mobility and advancement opportunities across AssuredPartners! 

• Client Support
  • Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries while delivering exceptional customer care.
  • Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
• Account Management
  • Maintain files with proper records according to company procedures. Follow company procedures to achieve positive audit results.
  • Ensure accuracy of account information for new and renewal policies in accordance with client requests, processing change requests and endorsement checking, addressing proper exposures for policy rating, completing coverage reviews and gap analysis, and accurately transacting agency bill policies.
  • Review all accounts receivable and policy cancellation notices according to Agency procedures recognizing that the Agency must process in a timely manner.
  • Monitor renewal premium increases for remarketing based on the agency’s retention strategies.
  • Secure documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
• Insurance Expertise
  • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
  • Attend training and seek self-directed learning to continue education in industry and technical knowledge.
• Other duties as assigned

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  
• Hybrid role

• 3+ years of related experience and/or training preferred
• Property and Casualty License
• Working knowledge of available personal lines coverages based on business and industry
• Problem solving skills; strong written and verbal communication skills
• Proficient in use of Agency Management software, or demonstrated skill at quickly learning new
  systems
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation
  software

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!