About Prospera - Bibby Brilling and Associates (BBA), a division of Patriot Growth Insurance Services: BBA Insurance has roots going back as far as 1933. We are a third-generation insurance agency with a family-oriented/small business culture. We will always endeavor to be fair in all our dealings. We place our client’s best interests first, and we strive always to deliver exceptional service. The BBA Insurance family is caring by nature. We care for each other, and for those who are outside our family tree.
Position Overview: Our agency seeks a motivated and dedicated team player to join us as a Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal lines insurance accounts through the Applied Epic agency management system, providing exceptional service and support, and ensuring the continued success of our clients. The position requires a focus on the affluent (high-net-worth) market space in the Dallas region communities. The position will involve direct communications with insurance carriers, brokers, and insureds. Experience with successful coverage bindings is required.
Work Arrangement: This is a full-time position with four expected days in our Dallas TX office each week (one work from home day per week post-onboarding).
Professional Responsibilities:
- Demonstrate technical expertise in personal lines insurance to assist clients and prospects.
- Manage new and renewal client business using Applied Epic agency management system.
- Prepare documents for renewal terms.
- Adhere to document retention and software documentation guidelines.
- Serve as a point of contact with agency producers.
- Stay up to date and be knowledgeable about our personal lines’ product suite.
- Develop and sustain positive relationships with carriers, clients, and agency personnel.
- Deliver exceptional client service and always follow through on client inquiries.
- Utilize carrier online rating programs as necessary.
- Maintain knowledge of policy forms and endorsements with the ability to explain detailed coverage provisions to the client.
- Design insurance programs for clients based on tailored, individual needs.
- Utilize agency management system to monitor pre-defined activities.
- Identify and address any coverage gaps with the producer, the carrier, and the client.
- Serve as agency’s subject matter expert/resource in areas mutually agreed upon.
Qualifications and Requirements:
- Possess an active Property and Casualty Insurance license (state of Texas).
- 5+ years of relevant work experience in personal lines insurance for an independent agency or a large direct carrier agency.
- Experience providing personal lines insurance services to an affluent market space.
- Prior work experience with the Applied Epic agency management system.
- Proficient with the use of Microsoft Office Suite tools.
- Demonstrated success in providing exceptional customer service effectively.
- Collaborative and works well in a team environment.
- Excellent interpersonal and communication skills (both written and oral).
- Authorized to work in the U.S. without sponsorship now and in the future.
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