Personal Lines Account Executive

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.

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

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.

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.