Top 947 account representative Jobs in allen tx

Personal Lines Account Manager
INSURICA, Inc. —Richardson, TX
- $65,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Senior Account Executive (Financial Services)
Peak American Financial Companies, Inc. —Plano, TX
- $60,000 - $140,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
Partner Success Account Manager
Move Concierge —Farmers Branch, TX
- $70,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Maintenance Account Manager
American Landscape Systems —Lewisville, TX
- $65,000 - $100,000 a year
- Full-time
- Background check
- Mid-level
- In-person
- Health insurance
- 401(k)
Quick Apply
Construction Loss Sensitive Underwriter, Account Executive
The Travelers Companies, Inc. —Richardson, TX
- $99,100 - $163,400 a year
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
- Wellness program
- Paid holidays
Surety Account Manager
Bowen, Miclette & Britt Insurance Agency, LLC —Dallas, TX
- Up to $115,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Accounts Receivable-Billing Clerk - Data Entry - and Farm Admin - Celina TX Grain & Agriculture
Martinek Grain & Bins —Celina, TX
- $13 - $15 an hour
- Full-time
- In person
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Opportunities for advancement
Quick Apply
Genetic Testing Sales Account Manager
GeneID Lab Advanced Molecular Diagnostics —Dallas, TX
- From $75,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Account Representative
Lassiter Inc —Carrollton, TX
- $1,000 - $100,000 a year
- Part-time
- In-person
- Communication skills
- Entry level
- Professional development assistance
- Flexible schedule
Quick Apply
Account Executive
Clear Insurance Services LLC —Rockwall, TX
- $65,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Financial services
- Professional development assistance
- Flexible schedule
Quick Apply
Account Executive
Domus Search —Plano, TX
- $115,000 a year
- Full-time
- Mid-level
- In-person
- Leadership
Quick Apply
8d
Management Liability Underwriter / Outside Sales (Associate Account Executive)
The Travelers Companies, Inc. —Richardson, TX
- $70,400 - $116,200 a year
- Hybrid work
- Mid-level
- Bachelor's degree
- Children
- Wellness program
- Paid holidays
Accounts Payable Manager
PLA Family of Companies —Addison, TX
- $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- AD&D insurance
Quick Apply
Head of Sales (Retail Growth & Account Management)
TruLabs —McKinney, TX
- Full-time
- Merchandising
- Office
- Analysis skills
Quick Apply
Account Manager, Landscape Maintenance
LMC Landscape Partners —Dallas, TX
- Full-time
- Clean driving record
- Sales
- 5 years
Quick Apply
Associate Account Executive
Radley Staffing —Plano, TX
- $49,586.35 - $65,000.00 a year
- Full-time
- Spanish
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Landscape Account Manager
Smith Lawn and Tree —Carrollton, TX
- $65,000 - $80,000 a year
- Full-time
- Inventory management
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Account Executive
Domus Search —Richardson, TX
- Up to $110,000 a year
- Full-time
- Mid-level
- Home Health
- In-person
Quick Apply
7d
Account Capture Project Manager
Hilti —Plano, TX
- Microsoft PowerPoint
- Microsoft Word
- Civil engineering
- Health insurance
- Dental insurance
12d
Logistics Account Executive
INTERSTATE X —Lewisville, TX
- $50,000 a year
- Full-time
- In-person
- Senior level
- Communication skills
- Health insurance
- Paid time off
Quick Apply

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account representative jobs near allen tx

Personal Lines Account Manager

INSURICA, Inc. -
Richardson, TX

Apply Now

Job Details

Full-time
$65,000 - $80,000 a year

Qualifications

Underwriting verification process
Customer records maintenance
Computer operation
Managing customer accounts
Correspondence management
Confidential information handling
Microsoft Excel
Customer relationship building
Microsoft Outlook
Expiration dates monitoring
Phone reception
Account maintenance
Writing skills
Identifying new business opportunities
Filing
Client file management
Account development
Mid-level
Insurance issue resolution
Property & Casualty License
Managing clients in a customer support role
Cross-selling
Client invoicing
Sales quoting
Task prioritization
New customer acquisition
Coordinating with insurance clients
Desktop applications
Initial Contact (sales skills)
Property casualty insurance

Full Job Description

SUMMARY:

The Personal Lines Account Manager performs essential sales and service functions for the department, including, but not limited to, fulfilling client requests, assisting producers as necessary, and successfully marketing activities required to meet sales, service, and quality standards adopted by the Agency.

ESSENTIAL FUNCTIONS:

Respond to phone calls and office visitors requesting changes to existing coverage and new policies; determine acceptability and placement, complete applications or endorsement requests, and collect premiums when applicable; educate clients by explaining coverage and exclusions, as necessary
Review existing accounts to determine if additional lines of insurance should be solicited and do so by mail and phone; throughout the policy year, continue to solicit increases in coverage or round out accounts through sales to clients at every service contact
Process renewals and remarket as outlined by the Agency; review renewals to determine if non-standard policies can be rewritten in a standard program; prepare to rewrite applications for business from companies no longer represented; secure and submit required renewal underwriting information, such as credit, Clue, and MVRs
Generate new business for the agency – take responsibility and ownership for making our business grow and improving/building the relationships with our existing and future customers
Maintain a working knowledge of all available products to enhance sales ability
Refer current and prospective clients to the Employee Benefits and Commercial Insurance Departments for solicitation of those lines of business, if applicable
Rate and quote new and existing coverages through rating systems or websites
Maintain customers’ accounts on the agency automation system, documenting conversations in the activity log, sending confirmations to the insured, and adhering to all other automation procedures; invoice premium transactions as they occur
Maintain own follow-up and suspense file on outstanding orders and correspondence; follow-up on all overdue and suspense items; maintain expiration control log; maintain underwriting files in an orderly and up-to-date manner
Receive and review all cancellations to determine necessary action
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Additional Responsibilities

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

KNOWLEDGE, SKILLS, AND ABILITIES:

Should have knowledge of, or the ability to develop a thorough understanding of, personal insurance underwriting and coverages
Ability to effectively market/re-market policies/coverages
Ability to understand written and oral communications and interpret abstract information
Intermediate PC skills, with a focus on the Microsoft Office suite of products (Word, Excel, Outlook, Teams, etc.) and effectively utilize the Agency Management systems
Accurate and organized, with strong attention to detail
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

QUALIFICATIONS:

2–4 previous personal lines insurance experience preferred
Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
CISR and other related designation(s) preferred
A College degree is desirable

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment

Apply Now

Refine Your Search

account representative jobs in allen tx

Personal Lines Account Manager

Senior Account Executive (Financial Services)

Partner Success Account Manager

Maintenance Account Manager

Construction Loss Sensitive Underwriter, Account Executive

Surety Account Manager

Accounts Receivable-Billing Clerk - Data Entry - and Farm Admin - Celina TX Grain & Agriculture

Genetic Testing Sales Account Manager

Account Representative

Account Executive

Account Executive

Management Liability Underwriter / Outside Sales (Associate Account Executive)

Accounts Payable Manager

Head of Sales (Retail Growth & Account Management)

Account Manager, Landscape Maintenance

Associate Account Executive

Landscape Account Manager

Account Executive

Account Capture Project Manager

Logistics Account Executive

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