Client Success Manager, Commercial Insurance

We are seeking an experienced Commercial Insurance Account Manager with a P&C license at an established, fast-moving, and boutique insurance firm that lives by a code of integrity, honesty, and speed. JC Roberts Insurance needs YOUR attention to detail and customer-focused superpowers to serve our existing customers excellently by handling renewals and answering inquiries. Read on for application instructions and to find out if this opportunity is the right fit for you.

Job Highlights

• This is NOT a sales position
• Daily in-office, full-time position in Keller, TX
• $60-70,000/year
• Small team with established systems
  
  

Who are we at JC Roberts Insurance?

We help business owners with all their insurance needs (from General Liability to Employee Benefits) through education, options, and savings. Our calling is to transform insurance into an uncomplicated, understandable, and effortless experience. Our approach and processes are quite unique, so come with an open mind and be ready to re-learn the trade. Our DNA is designed to serve and keep long-term clients.

We are looking for a Commercial Lines Account Executive with these qualities and qualifications:

• Relationship Builder and Adaptable Perfectionist: Care for our clients with excellence while running the existing account management procedures. We value our custom coverage options for each client, and are looking for someone who can adapt to our unique, innovative insurance systems/processes.
• Own Your Work Mentality: A self-starter who understands the balance of what delivering results in a flexible environment means and can take action with high initiative.
• Seasoned Insurance Agent: 1-3 years insurance industry experience and an active P&C license is required.
• Exacting Process Follower with Good Judgment: Our processes are well built out to efficiently serve clients. Let's put your skills to the test: mark your resume and cover letter with the words Easy Street in red to stand out during the application process. (Link to upload the cover letter will be emailed after submitting your application).
• Basic Computer Literacy: Basic understanding of Google, Excel, and Outlook is required.
  
  

Your Responsibilities Will Include But Are Not Limited To

• Managing our existing clients' service requests and renewals (home and auto).
• Answering prospect and current client inquiries via email/phone/in person.
• Reviewing and analyzing insurance policies to ensure appropriate coverage for clients' needs.
• Collaborating with insurance carriers to negotiate terms and conditions and obtaining competitive quotes for clients.
• This is NOT a sales position, and will not require cold-calling or bringing in new leads.
  
  

What we offer is a family-feel and dynamic work environment. Pay is between $60-$70K/year based on experience. Work hours are M-F during business hours. In-office presence is required on a full-time basis.

Applications submitted directly to the company via email will NOT be considered.