Personal Lines Account Manager

To be successful as a Personal Lines Account Manager at Texan Insurance, candidates need at least 2 years of experience in personal lines insurance from an independent agency or 5 years from a captive agency. An active Property & Casualty Insurance License is also required. Strong communication skills and proficiency in insurance software such as Hawksoft, EZLynx, or Applied Epic are highly valued.

As a Personal Lines Account Manager at Texan Insurance, your typical day involves managing client inquiries, resolving issues, and ensuring top-tier service. You'll handle client policies, oversee renewals, assist with claims, and identify opportunities for cross-selling additional coverage. Being a detail-oriented communicator is key in turning complex insurance concepts into easily understandable solutions for clients.

Texan Insurance is committed to the professional development of each Personal Lines Account Manager through in-house training programs designed to enhance skills and promote career advancement. With a fun and supportive team culture, there are ample opportunities for growth within the company, ensuring you can progress in your career while maintaining a strong work-life balance.

Texan Insurance understands the importance of work-life balance. As a Personal Lines Account Manager, you will enjoy generous PTO, paid holidays, and volunteer PTO, allowing you to give back to the community. The hybrid work environment also offers flexibility, ensuring you can manage both your professional and personal life effectively.

The salary range for a Personal Lines Account Manager at Texan Insurance is competitive, falling between $50,000 and $65,000 per year. In addition to a solid salary, the position offers bonus potential and a robust benefits package, making it a rewarding opportunity.

When answering this question, express your passion for customer service and the insurance industry. Highlight the ways Texan Insurance's values align with your personal values, such as their community involvement and commitment to employee growth.

Use the STAR method to create a structured response. Talk about a specific example, detailing the situation, the tasks involved, the actions you took to resolve the issue, and the positive outcome that followed. Emphasize your strong communication skills and ability to remain calm under pressure.

Be specific and use an example where you recognized a client’s need and how you suggested additional coverage that benefited them. Focus on how you approached the conversation, maintained clarity, and ultimately how it contributed to client satisfaction and retention.

Discuss the sources you rely on for staying informed, such as subscribing to industry newsletters, attending relevant webinars, or participating in professional groups. This shows your proactive approach and commitment to providing outstanding service to clients.

Highlight the importance of collaboration within a team environment. Share how working together with colleagues enhances efficiency and helps resolve client issues faster. Give an example of when teamwork led to success in a previous position.

Provide a concrete example where you broke down insurance terminology into simplified concepts. Discuss your approach to ensuring the client fully understood their options while maintaining clarity and confidence—demonstrating your ability as a capable communicator.

Mention any relevant tools, such as Hawksoft, EZLynx, or Applied Epic, noting your proficiency. Share how you’ve utilized these tools in past roles to enhance productivity, ensuring that potential employers see your tech-savviness as an asset.

Discuss your ability to assess urgency and importance when managing multiple requests. Share examples of organizational strategies that you apply—like making to-do lists or utilizing digital task management tools—to keep track of client needs effectively.

Emphasize that understanding clients’ circumstances as well as showing empathy is essential in fostering trust and rapport. Use an example to illustrate how empathy has enabled you to develop a positive relationship with clients and resolve their concerns.

Talk about the key performance indicators you focus on, such as client retention rates, customer satisfaction surveys, and successful cross-selling metrics. Discuss how setting personal goals aligns with company objectives underlining the mutual benefit.