Personal Lines Account Manager, Private Client Group - Hybrid (9970) in Dallas

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Job DescriptionJob Description

About the Role

One of Texas’s premier independent insurance agencies seeks an experienced Personal Lines Account Manager to join their Dallas team. Your accounts will mostly be considered Private Client Group or High Net Worth but include middle market homeowners and auto policies too.

Duties & Responsibilities

Keys to your success include:

• Ability to quickly process policy changes, additions, billing, claims status, and renewals
• Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery
• Assist with account rounding and cross-selling opportunities for existing clients

Skills & Experience

• At least three (3) years of insurance experience servicing personal lines policies (home and auto) policies
• Experience working with high net worth personal lines policies and applicable carriers is required
• Agency experience is required as you must have familiarity working with an agency management system
• Active state insurance license is required

Job Specs

Location: Dallas, TX. The agency offers a hybrid schedule with 3 days/week in the office and 2 days/week work-from-home.

Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

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