Personal Lines Account Manager - Conroe/The Woodlands

Dean & Draper – Montgomery County/The Woodlands is seeking an experienced and highly motivated Personal Lines Account Manager to join our Team. The ideal candidate will be responsible for the ongoing management of our personal clients by providing exceptional service. 

Client Relationship Management

• Serve as the primary point of contact for clients, maintaining strong relationships and ensuring high customer satisfaction.
• Regularly communicate with clients to address any inquiries, updates, and service requests.
  Provide clients with information on policy options, renewals, and adjustments to meet their needs.

Policy Management

• Oversee the renewal process for personal lines policies, ensuring timely and accurate processing.
• Assist clients with policy changes such as address updates, vehicle changes, and additional coverage options.
• Review policy terms and conditions with clients to ensure they are adequately covered based on their evolving needs.

Sales and Retention

• Promote and cross-sell personal insurance products (auto, home, renters, etc.) to existing clients, identifying opportunities to enhance coverage.
• Identify upselling and cross-selling opportunities based on client needs, preferences, and life changes.

Claims Support

• Provide support to clients during the claims process, including follow-up and escalation when necessary.

Compliance and Documentation

• Ensure compliance with Texas state insurance laws, regulations, and industry standards.
• Maintain accurate and up-to-date documentation for all policies, claims, and transactions.
• Assist in audits and reviews related to personal lines accounts.

Team Collaboration and Training
Work closely with underwriters, claims adjusters, and other internal teams to ensure seamless service delivery.

• Provide training and guidance to our new team members or new hires, promoting a collaborative work environment.

Market Research and Industry Knowledge

• Stay current with personal insurance market trends, including new products, policy changes, and industry innovations.
• Understand and monitor competitors' offerings in the Texas market to remain competitive.

Client Education

• Educate clients about their coverage options, exclusions, and the claims process.
• Help clients understand how personal lines insurance works and the benefits of various coverage types.

Preferred Qualification  

High School or equivalent degree. Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel. 

What We Offer  

Competitive salary, Comprehensive benefits package including health, dental and retirement plans, Opportunities for professional development and career advancement. 

How to Apply  

Interested in applying, please email Kristi Hammond: khammond@deandraper.com and Kammie Enloe: kenloe@deandraper.com

 
Please reference the job title in the subject line of your email.

Dean and Draper Montgomery County
400 West Davis St
Suite 300
Conroe, TX 77301