What are the responsibilities and job description for the Personal Lines Account Manager position at Pathfinder LL & D Insurance?
Personal Lines Account Manager
Are you ready to take your career to the next level with a role that offers immense growth opportunities and challenges? Join our team at Pathfinder/LL&D as a Personal Lines Account Manager and make a significant impact on our clients and our organization. You'll work closely with our team of experienced professionals to ensure our clients receive top-tier service and satisfaction while you carve out your path to success in the insurance industry.
About Us: At Pathfinder/LL&D, we're more than just an insurance company; we're a path to a successful career. As one of Texas's largest privately held insurance companies, we're dedicated to providing superior insurance solutions to our clients while offering our team members an exceptional platform to advance their careers. Our commitment to excellence and innovation fuels our pursuit of professional growth and development.
Position Overview:
- Prepare and organize applications, related documents (MVRs, inspections), and handle remarketing for new/renewal accounts.
- Provide rating and quoting of coverages/policies as needed.
- Process endorsements and cancellations through communication with insureds, companies, mortgagees, and lienholders.
- Handle client inquiries and complaints professionally.
- Maintain accurate account information for assigned book of business.
- Receive loss information from clients and transmit it to insurance companies.
- Solicit expiration dates and additional coverage from existing clients.
- Review and check renewal expiration lists.
- Stay informed on current rate manuals and new coverages/products.
- Maintain direct communication with company underwriters.
- Perform additional duties as assigned by management due to changing business needs.
Qualifications:
- At least five years of experience in personal lines insurance, with a strong understanding of industry practices and terminology.
- Exceptional interpersonal and communication skills, with the ability to build and maintain client relationships.
- Strong analytical and problem-solving skills, with meticulous attention to detail.
- Proficiency in Microsoft Office applications, particularly Outlook, Word, and Excel.
- Experience using Applied/Epic (Agency Management Software) and CSR24 (Certificate Processing Software) is a plus.
- Current Texas Property & Casualty Insurance License
- High school diploma or equivalent required; college degree or relevant coursework is a plus.
- Competitive salary and bonus structure
- Health, dental, LTD, STD and life insurance plans
- Retirement savings plan with employer matching
- Paid time off and holidays
- Professional development opportunities, including tuition reimbursement and industry certifications
Why Choose Pathfinder LL&D: Joining Pathfinder/LL&D means stepping into a career path filled with opportunities for professional growth and success. We provide a supportive and collaborative environment where your contributions are recognized and valued. You'll receive the training and resources necessary to excel in your role while helping clients achieve their insurance needs.
Pathfinder/LL&D is an equal opportunity employer committed to creating an inclusive environment for all employees. We celebrate diversity and prioritize the development and well-being of our team members.
Salary : $65,000 - $75,000
