Personal Lines Account Manager

The Gibraltar Group - Insurance services is an independent agency located in the Greater Houston Metroplex. Our agency was established in 2001 as an entity of GH III management a local Real Estate Company. Our Mission is to advocate for our clients in obtaining great insurance products while maximizing discounts and educating them in making smart choices so they can be confident in their purchase. Our company is driven to stay ahead of a difficult insurance market by partnering with quality insurance carriers to drive preferred business to their products. Gibraltar is technology driven with smart tools that will benefit our agents in assisting clients in a smart and cohesive way. Our culture is built on the team success and we nurture an environment of collaboration. We have dedicated management resources for our service team, along with consistent training and support managers to ensure employees have the help they need when they need it.

Job Description:

Personal Lines CSRs are responsible for the day-to-day maintenance of client files under the assigned Sales Agent. This includes fielding requests via phone, email and text as well as proactively reviewing and contacting clients about policies. The main goal of this position is to retain policies and provide cohesive service with the sales agent and other agent staff.

Training is on site at our Galleria location. Training can last from 6 week to 3 months depending on prior experience. Hybrid work is available after training. Two days in office per month required.

Job Duties Include:

Answering client questions regarding billing and coverage on renewal and rewritten policies

Endorsing policies per client’s, lender and agent request.

File documentation and maintenance in EPIC and Salesforce.

Billing updates and changes cooperatively maintained with processing team.

Renewal Review – Account Reviews and Policy guidance including cross-sales.

Quoting new lines of business for existing clients only.

Underwriting follow up on renewal policies.

Remarket Existing policies upon request for renewing policies or non-renewals.

Phone management of existing clients.

Qualifications and Education Requirements

Required:

Minimum 2 years of high volume independent service.

Texas P&C License – must provide copy of license at time of interview

Proficient in Microsoft Outlook

Prior Call Center, Dialer or VOIP Experience

Type at 40 WPM or More

Prior use of Client or Account Management System

Preferred:

Previous Experience with EPIC or other Applied Product

DocuSign

RoboForm or Password Manager

Insurance Policy Rater like EZ Lynx or Epic Quotes

Salesforce or other CRM

Compensation:

Salary based on prior years experience with Independent Agency

Commission for rewritten, cross-sold policies

Bonus based on a variety of performance metrics including outbound calls, activities, cross-sold and revenue retained.

Medical Insurance with multiple coverage options

Dental, Vision Insurance

HSA

Life Insurance

401k with match

Paid Time off Accrued and Retained