Personal Lines P&C Account Manager Details

Personal Lines P&C Account Manager

Greenway Insurance & Risk Management Agency, Inc - Waco, TX

Employment Type : Full-Time

Permanent work from home for the right candidate.

Texas Independent Agency experience only (not captive or direct)

Greenway Insurance is an independent insurance agency with deep roots in Texas. With over 40 national and regional insurance company partners, we deliver modern insurance solutions to families and businesses.

The last year has been a challenging year for everyone. Now more than ever, our clients deserve the comfort and peace of mind that a dedicated home and auto insurance team provides. Greenway Insurance is growing! We need licensed and experienced account managers to join our personal lines team.

Account Manager position is client facing, working directly with current policyholders to assess their needs, review their current coverage, evaluate coverage options, and bind the appropriate coverage changes / rewrites based on the client’s needs.

Essential Duties:

• Consult our existing personal lines clients about their coverage
• Discuss accounts with clients and determine if remarket/reshop makes sense
• Our Quote Processing team will complete the remarket with carriers
• Present new coverage when we find a better option, or reinforce the current value and modify the policy coverage/deductible for retention
• Underwriting liaison for placing current accounts with other carriers
• Proactively support the agency in identifying and closing cross-sell opportunities
• Coordinate service processing work with CSR’s
• Role will have support team for billing, e-signatures, trailing docs, rate processing, etc.

Desired Qualifications:

• REQUIRED Texas Dept. of Insurance P&C license
• REQUIRED Two Years: Texas P&C Independent Agency Experience
• Associates Degree or equivalent experience highly desired
• Minimum 2-5 Years’ experience in Texas Home and Auto: Rating, Presenting Coverage, Selling
• Salesforce/AMS360/Ezlynx experience highly preferred
• Consistent display of excellent communication skills, verbal and written
• Proficient with Microsoft Office Suite, including Excel, Outlook & Word
• Ability to effectively communicate with underwriters and carrier staff
• Ability to work in a decentralized team environment, coordinating work with other team members remotely

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental Pay:

• Commission pay

COVID-19 considerations:
Our company is working from home during this time. We provide the equipment. We're in the cloud; phones, AMS360, Salesforce, & Ezlynx. We value our community and we want everyone to be safe.

Experience:

• Texas Ind P&C Agency: 2 years (Required)

Work Location:

• Multiple locations

Paid Training:

• Yes

Typical start time:

• 8AM

Typical end time:

• 5PM

Job Duties:

• Manage multiple accounts, ensuring that a high level of customer retention and satisfaction is maintained
• Engage with multiple customers on a daily basis by reaching out to new clients, and by developing campaigns for maintaining customer loyalty
• Implement strategies for retaining customers requesting to terminate or downgrade their account
• Record changes to customer accounts, updating service packages, adding accounts, and removing accounts as needed

Company's website:

• https://www.greenway-ins.com/

Benefit Conditions:

• Only full-time employees eligible

Work Remotely:

• No

COVID-19 Precaution(s):

• Remote interview process
• Virtual meetings