Account Manager, Personal Lines (Insurance)

Texan Insurance
  • Houston, Texas
  • Remote
    16 days ago

    Job Description

    Application Requirement

    To be considered for this position, all applicants must complete the Culture Index Assessment as part of our hiring process.

    Please click the link below or copy and paste it into your browser to begin. The assessment takes approximately 5 minutes to complete.


    Link: https://go.cultureindex.com/p/nZKJnaV4KmUMv6


    The Culture Index helps us better understand your work style, strengths, and natural preferences. This information helps us align candidates with roles where they can succeed and contribute most effectively.


    Please Note:Applications will not be reviewed or considered until the Culture Index Assessment has been completed.


    About the Role

    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

    We're looking for someone who has:

    • 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).


    Certificates, Licenses, and/or Specialized Requirements

    • An active and valid Property and Casualty Insurance License is required. Texas License preferred.
    • A strong understanding of personal lines insurance products and industry practices.


    Training & Development

    We believe great Account Managers are developed through coaching, collaboration, and continuous learning. Every new team member participates in a structured onboarding program that includes agency systems, carrier platforms, service workflows, and client interactions. Performance expectations increase progressively throughout the training period as skills and confidence grow, with ongoing coaching, feedback, and support from leadership.

    Why Join Our Team?

    At Texan Insurance, we believe our people are our greatest asset. We are committed to creating a supportive, collaborative environment where team members are equipped with the training, tools, and leadership they need to succeed.

    As part of our team, you'll enjoy:

    • Structured onboarding and ongoing professional development.
    • A collaborative team environment that values communication and teamwork.
    • Opportunities for career growth and advancement.
    • Leadership committed to coaching, accountability, and your success.
    • A fast-paced, rewarding role where you can make a meaningful impact on our clients every day.

    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.

    Ready to Join Our Team?

    If you are interested in building your career with Artemis Insurance, we encourage you to apply today. As part of our hiring process, applicants must complete the Culture Index Assessment listed above. We look forward to learning more about you and how you can contribute to our growing team.

    Numbers & Facts

    LocationHouston, Texas (
    Remote
    )

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