Junior Property and Casualty Account Manager

Property and Casualty Account Manager

Location:

Tyler, TX

We are looking to hire a dedicated and ambitious Property & Casualty Insurance Account Manager to join our team.

The role involves managing an existing group of clients and identifying networking opportunities to connect with new potential clients, understand their needs, and offer suitable insurance products and policies.

Ultimately, the Property & Casualty Insurance Account Manager role is to ensure a positive experience for our clients, meeting their needs and placing them with the correct product and carrier.

• Network and build relationships with potential clients
• Understand the individual needs of the clients and recommend suitable insurance policies
• Complete all necessary paperwork related to insurance policies
• Stay up to date with changes in insurance products, compliance and regulations
• Maintain records of insurance policies sold and prospective clients
• Address and resolve clients’ complaints and queries promptly and professionally

• General Property & Casualty Insurance License – Texas preferred or willingness to obtain within first 90 days of employment
• High School Diploma or GED
• Proficient in agency account management software (e.g., Applied Epic, PL Rater)
• Proficient in Microsoft Excel
• Effective time management, prioritization skills, and sense of urgency to meet strict deadlines
• Strong attention to detail and accuracy
• Excellent analytical and problem‑solving skills
• Ability to sit for long periods of time and execute extensive support to clients via phone and email correspondence
• Ability to work independently and as part of a team

• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short‑Term and Long‑Term Disability

• Associate

• Full‑time

• Administrative, General Business, and Finance

• Financial Services, Banking, and Insurance