Account Manager - Personal Lines 1

Position Title: Personal LinesAccount Manager 1
Reporting Manager Title: Personal Lines Service Team Lead
Essential Duties and Responsibilities:

• Remains updated and current with regard to statutory insurance requirements by completing and maintaining all regulatory training and requirements.
• Maintains a high degree of professionalism, ethics and integrity.
• Receives, maintains and updates electronic files following agency standards.
• Verifies accuracy and coverage adequacy of policies.
• Submits policy changes through carrier websites.
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
• Data Entry into our Agency Management System (AMS360).
• Processes incoming mail requests and responds promptly and appropriately.
• Maintains adequate knowledge of procedures, coverage, and the industry knowledge to effectively manage client accounts.
• Advocates for and seeks out process changes or improvements in relation to insurance trends in the marketplace.
• Actively promote brand awareness.

Minimum Qualifications:
Education: Requires Texas Department of Insurance P&C license or the ability to obtain license within 60 days of hire date.
Experience: 18 years of age or older. Knowledge of AMS360 is a plus. Knowledge and experience with independent carriers active in the Personal Lines market is a plus.
Knowledge, Skills, and Abilities

• Strong interpersonal communication skills and strategic and creative thinking abilities.
• Demonstrates effective time management.
• Assumes responsibility for achieving results.
• Flawless service work that stands out in this highly competitive market place.
• Passion for accuracy.
• Continually learns and stays apprised of current trends in the insurance marketplace.
• Builds collaborative and productive relationships within the organization.
• Proficient in relevant software including Microsoft Office, Word and Excel. Demonstrated ability to learn and utilize new technology.
• Be a self-starter and willing to take "ownership" of your day-to-day business
• Bi-lingual (Preferably in Spanish)

Physical Demands and Work Environment:
(The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit. An employee must frequently lift and/or move up to 10 pounds and may occasionally lift and/or move up to 25 pounds to perform essential position functions.
This position may require travel up to 20% of the time based on business needs. Will require participation in evening and weekend events for networking and lead generation. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
Texas Dow Employees Credit Union is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, protected veteran status, sex, religion, disability, genetic information, national origin or other status protected by federal, state or local law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process.