Posted 21 days ago
Bilingual Insurance Account Manager(Personal & Commercial Lines) Jennifer Haring
AI Summary
Manages personal and commercial insurance accounts, handling policy changes, renewals, endorsements, and client service requests while supporting retention and cross-sell opportunities.
About this role
42k – 55K
The Jennifer Haring Agency is seeking a motivated and detail-oriented Insurance Account Manager to join our growing team in Fort Worth, Texas.
This position supports both Personal Lines and Commercial Lines insurance clients and plays a key role in customer retention, policy servicing, renewals, account management, and agency operations. The ideal candidate is dependable, organized, enjoys helping clients, and wants to build a long-term career in the insurance industry.
This is not an entry-level customer service position. We are looking for someone who takes ownership of their work, can manage multiple priorities, and is willing to support both personal and commercial insurance operations.
• Manage policy changes, endorsements, renewals, and customer service requests
• Assist clients with billing questions, coverage reviews, certificates, and policy documents
• Process and track renewals according to agency timelines
• Maintain accurate client records and agency documentation
• Support both Personal Lines and Commercial Lines accounts
• Identify cross-sell and account-rounding opportunities
• Assist with retention efforts and client relationship management
• Work with multiple carrier systems and agency management software
• Collaborate with agency leadership to improve workflows and customer experience
• Participate in ongoing training and professional development
Requirements
• Active Texas Property & Casualty Insurance License REQUIRED
• Fluent in both English and Spanish REQUIRED
• Minimum 2 years insurance agency experience REQUIRED
•Experience servicing Personal Lines or Commercial Lines accounts, including endorsements, renewals, policy changes, certificates, and customer service requests REQUIRED.
• Strong organizational, communication, and time-management skills
• Ability to manage multiple priorities and meet deadlines
• Ability to work independently and take ownership of assigned accounts
• Willingness to support both Personal and Commercial Lines clients
Benefits
- M-F Schedule
- Career Growth Opportunities
- Supportive Teamwork
- Bonus and Contest Opportunities
- World Class Training
Skills
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