Account Executive, High Net Worth Personal Lines Dallas, Texas
Help Us Make a Difference!
Founded in 1945, RHSB’s goal is to put our client’s needs first. We are a close-knit team dedicated to building long-lasting relationships with our customers and colleagues. We foster an environment that encourages collaboration, teamwork, and professional growth.
The Personal Lines Senior Account Manager is passionate and proactive about the clients they serve. If you are looking for a work environment that values self-starters, creativity, responsiveness and client focus, consider joining us!
We offer: - Hybrid Role (At least 3 days in-office)
- Profit Sharing potential
- A commitment to community involvement through volunteering, local giving, and the RHSB Foundation
- Medical, Vision and Dental Insurance Plans
- 401K match
- Complementary office amenities
- A Dress for your Day Policy
- A commitment to training and career advancement
- An environment that focuses on employee wellness through our PTO policy, Employee Assistance Program, and flextime
Summary:
This position is primarily responsible for providing accurate and professional customer service to assigned personal lines P&C customers, exercising discretion and independent judgement. This position is also responsible for helping achieve department and organization revenue growth goals, through customer retention, account rounding and collaboration within the department and organization by performing the following duties.
Responsibilities:
- Manages a team
- Interacts with various staff to assure prompt superior service to both external and internal clients
- Maintains all aspects of the insurance program
- Promotes customer retention through account review and account rounding; re-marketing accounts when necessary
- Complies with client service deliverable standards
- Responsible for helping achieve department and organization revenue growth goals, through customer retention and collaboration within the department and organization
- Ability to problem solve and work effectively under tight deadlines
Requirements:
- At least 18 years of age
- High school diploma required; Bachelor's degree (B.A.) from four-year College or equivalent, preferred
- Texas P&C License required
- 8 years retail insurance agency experience and/or training; or equivalent combination of education and experience
- Experience working with High Net Worth customers, required
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