Personal Lines Insurance Account Representative

Leading Insurance Company, AssuredPartners, is seeking a Remote Personal Lines Insurance Account Representative​!

• Compensation: Salary + bonus (flexible based on experience)
• Office Location:  Full-time Remote opportunity or In-Office in Plano, TX (ideal). Must be able to work CST hours.
• Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time with flexible options available)
• Our Awesome Benefits:
  • 401K
  • Dental Insurance
  • Medical Insurance
  • HSA and FSA options
  • Vision Insurance
  • Employer paid life insurance
  • Voluntary life insurance
  • Employer-paid short-term and long-term disability insurance
  • Paid time-off
  • Paid holidays
  • Flexible schedules
  • Teleworking
  • Travel reimbursement
  • Voluntary benefits (such as critical illness and accident insurance)
  • Bonus structure for non-sales positions

The Personal Lines Insurance Account Representative​ Role:

As a part of our collective team interfacing directly with our clients and prospects, you will be responsible for consistently delivering the AssuredPartners of Texas client experience. The very best team members are teachers at heart. They are clear, compassionate communicators who enjoy connecting with people through information and education. Personal Lines Insurance Account Representatives are warm, accessible, enthusiastic, and caring upon first interaction. Over time, there is a sense of trust and credibility built between our team members and our clients. In the end, our clients feel empowered and energized thanks to the hard work and caring attitude of the
AssuredPartners of Texas team.

Personal Lines Insurance Account Representative​ Requirements​:

• Required: Bachelor’s degree or higher (or equivalent in education and experience)
• Required: Existing TX Property and Casualty License or ability to obtain license within 6 months of employment
• Required: Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) and strong keyboarding skills
• Required: 3 to 5 years experience in Personal Lines Property and Casualty insurance
• Preferred: Fluency in Spanish (Bilingual)
• High level of proficiency quoting through Independent Agency’s appointed carriers
• Commit to, utilize, and follow current operating systems and procedures while remaining adaptive/flexible to changing demands of a growing company
• High attention to detail with data entry accuracy

Personal Lines Insurance Account Representative​ Responsibilities:

• Day to day responsibilities include assisting our personal lines insurance clients with policy changes, following up with carriers as needed, and reviewing endorsements for accuracy
• Provide top-notch client service to clients 
• Manage a large number of time-sensitive client issues at any given time
• Multi-task in a fast-paced environment handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrity
• Reduce confusion and frustration by assisting clients/prospects with complex paperwork
• Research complex issues, think outside the box to solve problems and follow up promptly with actionable solutions
• Resolve client issues in a timely manner pro-actively and collaboratively with the team
• Learn and develop technical knowledge through vendor meetings, research, and training classes on an ongoing basis
• Keep a detailed record of correspondence through our client relationship system with prospective and existing clients, vendors, and referral partners

About AssuredPartners:

Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.

As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

• Inc. Magazine's Best-Led Companies of 2021
• Named a 2021 "5-Star Brokerage" by Insurance Business Magazine
• Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies