[Account Manager Job Description]{aptos="" display",sans-serif"=""}

• Texas Property and Casualty License.
• Serve existing customers, building relationships, explaining detailed coverage, policy information, provide quotes, processing changes as needed, and processing payments.
• Maintain client base by contacting clients, understanding their needs, providing each with a full account review at renewal time and suggesting coverage changes when applicable.
• Provide quality service to clients, identify concerns, determine the cause, and provide optimal solutions to resolve concerns and conflicts.
• Assist in claim conflicts between insured and company; claim counseling.
• Provide advice on managing and minimizing risk.
• Engage with customers to discuss products and services, quote new business, process renewals or cancellations, accept payments, and provide requested documentation.
• Maintain accurate records of customer interactions and transactions in the agency management system (EZ Lynx)
• Maintain a broad knowledge of insurance products and underwriting guidelines.
• Maintain relationships with insurance providers.
• Collaborate with new clients to understand their needs, gather data, research policy options, present alternatives, finalize coverage, cancel old policies, and negotiate with carriers when necessary.
• Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in formal and informal meetings as needed.
• Set priorities which accurately reflect the relative importance of job responsibilities.
• Bi-lingual English/ Spanish (Read and Write)