Insurance Account Manager

Job Description

Do you love helping people, keeping things organized, and making clients smile? We’re a busy, close-knit Farmers agency in Frisco looking for a friendly, detail-oriented Customer Service Representative to join our Personal Lines team. If you’re the kind of person clients ask for by name, we’d love to meet you.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Client Support: Answer client questions, resolve issues, and deliver the right solutions with a smile.

Policy Assistance: Help clients understand their home, auto, and umbrella coverage, options, and terms.

Claims Handling: Guide clients through filing a claim and make sure documentation is submitted accurately and on time.

Premium Management: Handle billing questions, process payments, and help clients manage payment plans.

Policy Updates: Process changes such as vehicles, drivers, coverage adjustments, and address updates.

Client Retention: Reach out at renewal, after rate changes, and when payments lapse to keep clients happy and in force.

Account Reviews: Spot coverage gaps and cross-sell opportunities and refer them to our producers.

Requirements

Licensing: A current Texas Property & Casualty (General Lines) license is required. A Life & Health license is a plus.

Communication Skills: Clear, friendly, and professional by phone, email, and in person.

Customer Focus: You listen, empathize, and go the extra mile.

Problem-Solving Abilities: You figure out what clients need and find a way to make it happen.

Attention to Detail: You process documents accurately and keep client records spotless.

Organization: You juggle many tasks without dropping a follow-up.

Personality: Bubbly, upbeat, and great at building lasting relationships.

Experience: 1+ years in insurance or customer service preferred. Farmers or agency management system experience is a bonus.