Account Manager, Personal Lines (Insurance)

Texan Insurance Houston, TX Posted 2 days ago
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Account Manager

At Texan Insurance, our Account Managers are trusted advisors who build lasting relationships with clients while helping protect what matters most. In this role, you'll manage a portfolio of personal insurance accounts, provide exceptional customer service, identify coverage needs, and play a key role in retaining and growing our client relationships.

The successful candidate must be comfortable shifting between calls, policy requests, renewals, follow-ups, carrier communication, documentation, and time-sensitive client needs while consistently meeting established agency KPI and performance standards.

Reporting to the Service Manager, you'll work alongside a collaborative team in a fast-paced environment where professionalism, teamwork, and client care are at the center of everything we do.

What Success Looks Like

As a successful Account Manager, you will:

  • Deliver outstanding customer service through responsive and proactive communication.
  • Manage a portfolio of personal lines accounts with accuracy and efficiency.
  • Conduct policy reviews and identify opportunities to improve client coverage.
  • Resolve client concerns while building long-term relationships.
  • Maintain accurate documentation and comply with agency and carrier guidelines.
  • Support agency retention and identify cross-selling opportunities when appropriate.
  • Meet department performance standards while maintaining a client-first approach.
  • Ability to shift between renewals, calls, follow-ups, documentation, carrier communication and time sensitive client needs

Key Responsibilities

  • Serve as the primary point of contact for personal lines clients.
  • Process policy changes, endorsements, renewals, quotes, payments, and other servicing requests.
  • Review coverage, identify gaps, and recommend appropriate insurance solutions.
  • Coordinate with carriers and internal teams to resolve service issues.
  • Maintain accurate documentation within agency management systems.
  • Effectively manage multiple priorities in a fast-paced, high-volume service environment.
  • Stay current on carrier guidelines, underwriting requirements, and personal lines products including auto, home, flood, umbrella, renters, and related coverages.

Skills & Qualifications

  • Excellent communication and relationship-building skills.
  • Outstanding customer service and problem-solving abilities.
  • Strong organizational skills and attention to detail.
  • The ability to prioritize multiple tasks while maintaining accuracy.
  • Experience working in an agency management system such as HawkSoft, Applied Epic, EZLynx, or similar software.
  • A collaborative mindset with the ability to thrive in a fast-paced team environment.

Education & Experience

  • Minimum of 2 years in an independent insurance agency or 5 years in a captive insurance agency preferred.
  • Experience servicing personal lines insurance policies is required.
  • Active Property & Casualty License required (Texas preferred).

Compensation & Benefits

Starting Salary: $55,000 annually (based on experience)

Competitive salary commensurate with experience, plus performance incentives and a comprehensive benefits package.

Paid Time Off Generous PTO and 12 paid holidays so you can recharge and maintain a healthy work-life balance.

Schedule: Full-time, Monday through Friday. 8:30 5:30 CST, AND - Saturday 9-1 every other month

Physical Requirements

This role may require sitting for extended periods, working at a computer, and occasionally lifting or moving items up to 10 pounds.

Work Environment and Schedule

This position may operate in an in-office, hybrid, or fully remote environment depending on the role, department, and business needs. Standard business hours at Artemis Insurance are typically Monday through Friday; however, schedules may vary by department, office location, or operational requirements. Specific work arrangements, schedules, and location expectations will be discussed during the interview process.

Equal Opportunity Employer

Artemis Insurance is an equal opportunity employer and is committed to creating an inclusive workplace. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

Work Authorization

Applicants must be legally authorized to work in the United States. Artemis Insurance does not currently sponsor employment visas.

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