Personal Lines Account Manager Insurance Agency ( Lewisville, TX )
ROYALTY INSURANCE · The Colony, TX
- On site
- Full-time
- $50,000 / year
- The Colony, TX
Job highlights
- Manage personal lines accounts for an insurance agency.
- Focus on client retention and relationship building.
- Handle daily service needs and policy reviews.
- Support new business onboarding processes.
- Deliver a high-quality client experience.
About the role
Personal Lines Account Manager
Royalty Insurance is seeking a full-time Personal Lines Account Manager who is passionate about taking great care of clients and growing long-term relationships.
About You:
- Loves serving and educating clients: You take the time to explain coverage, identify gaps, and help customers make smart decisions about their home, auto, and other personal policies.
- Retention- and relationship-focused: You’re motivated by keeping clients happy, maintaining a high retention rate, and finding ways to deepen relationships through account reviews, account rounding, and referrals.
- Organized and proactive: You manage a busy desk well, stay on top of your follow-ups and policy reviews, and reach out to clients before there’s a problem.
- Communicates clearly and professionally: You write and speak in a way that’s easy for clients to understand, even when topics are complex.
- Works well under pressure: You can handle multiple service requests, deadlines, and client needs while staying calm, positive, and solutions-focused.
- Strong teammate: You collaborate with producers and fellow account managers, support others when needed, and help build a positive, high-standard agency culture.
- Embraces improvement and feedback: You are open to new ideas, willing to adapt to change, and take feedback as a chance to grow.
In this role, you will:
- Retain, service, and grow an assigned book of personal lines business.
- Conduct regular account reviews, looking for coverage gaps and discount opportunities.
- Handle day-to-day service needs quickly and accurately (endorsements, billing questions, certificates, etc.).
- Support new business onboarding, partnering with producers to ensure files are accurate and clients have a smooth start.
- Contribute to our brand by suggesting content ideas, gathering testimonials, and representing Royalty Insurance professionally in every interaction.
If you are honest, detail-oriented, self-motivated, and excited about delivering a “white-glove” client experience, we’d love to talk with you.
Key skills/competency
- Personal Lines Account Management
- Client Relationship Management
- Insurance Sales
- Policy Servicing
- Customer Retention
- Account Reviews
- Cross-selling
- Referral Generation
- Insurance Operations
- Client Education
Skills & topics
- Personal Lines Account Manager
- Insurance
- Account Management
- Client Service
- Sales
- Customer Retention
- Policy Administration
- Insurance Agency
- Texas Jobs
- Lewisville Jobs
How to get hired
- Customize your resume: Highlight experience in personal lines insurance, client service, and retention.
- Tailor your application: Emphasize your passion for client relationships and proactive service in your cover letter.
- Prepare for interviews: Be ready to discuss how you handle complex client needs and collaborate with a team.
- Showcase your skills: Demonstrate your ability to explain insurance policies clearly and provide a 'white-glove' experience.
- Network internally: Connect with current employees on LinkedIn to understand agency culture and values.
Technical preparation
Review common personal insurance policies.,Practice explaining coverage details clearly.,Familiarize yourself with agency management systems.,Understand endorsement and billing processes.
Behavioral questions
Describe a time you resolved a client issue.,How do you prioritize competing client demands?,Share an example of proactive client service.,How do you contribute to a team environment?
Frequently asked questions
- What are the key responsibilities of a Personal Lines Account Manager at Royalty Insurance?
- As a Personal Lines Account Manager at Royalty Insurance, your key responsibilities include retaining and growing an assigned book of business, conducting account reviews, handling daily service needs like endorsements and billing inquiries, and supporting new business onboarding. You'll also contribute to the agency's brand by gathering testimonials and representing the company professionally.
- What qualities is Royalty Insurance looking for in a Personal Lines Account Manager?
- Royalty Insurance is seeking individuals who are passionate about serving and educating clients, focused on retention and building long-term relationships, organized, proactive, clear communicators, able to work well under pressure, strong teammates, and open to feedback and improvement. Honesty, detail-orientation, and a self-motivated drive to deliver a 'white-glove' client experience are also highly valued.
- How does Royalty Insurance approach client relationships and retention?
- Royalty Insurance emphasizes a retention- and relationship-focused approach. This involves keeping clients happy, maintaining high retention rates, conducting regular account reviews to identify coverage gaps and discount opportunities, and deepening relationships through proactive service and personalized attention.
- What is expected in terms of communication for a Personal Lines Account Manager at Royalty Insurance?
- Clear and professional communication is essential. You will be expected to write and speak in a way that clients can easily understand, even when dealing with complex insurance topics. This ensures clients feel informed and confident in their policy decisions.
- What kind of client experience does Royalty Insurance aim to provide?
- Royalty Insurance aims to provide a 'white-glove' client experience. This means delivering exceptional, detail-oriented, and personalized service that exceeds client expectations and fosters long-term loyalty and satisfaction.
- How important is teamwork in this Personal Lines Account Manager role?
- Teamwork is very important. You will collaborate with producers and fellow account managers, support colleagues when needed, and contribute to a positive, high-standard agency culture. A strong team environment is key to Royalty Insurance's success.
- What opportunities for growth or improvement exist for a Personal Lines Account Manager at Royalty Insurance?
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