Cross Pointe Insurance Advisors
Personal Lines Account Manager
- 401(k)
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Paid time off
- Vision insurance
- Competitive salary
- Health insurance
- Profit sharing
- Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
- Support and prepare clients for renewal and retention, and maintain strong client relationships.
- Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Active Property & Casualty license required.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIAT member agency is a great career choice!
IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.
IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?
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