Join our dynamic team at TWFG Insurance Services as an Insurance Commercial Lines Account Manager in the beautiful Lakeway, Texas, offering a hybrid remote work model. At TWFG Insurance Services, we prioritize excellence in customer service and are committed to fostering a positive work environment where each team member feels valued and supported. As a key player in our customer service team, you will manage commercial lines accounts, ensuring our clients receive the highest level of service and support.

If you have a knack for building strong client relationships and a passion for the insurance industry, then we invite you to explore this exciting opportunity with us. Apply now to be a part of a team that celebrates innovation, dedication, and teamwork!

Salary Range: $30.00 - $35.00 per hour

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Mon-Fri Schedule

Retirement Plan

Evenings Off

Licensing: Active Texas Property & Casualty License is required.

Experience: Minimum of 3 years in commercial lines insurance account management or a customer service-related role.

Communication Skills: Excellent verbal and written communication skills, with a focus on maintaining positive customer relations.

Technical Proficiency: Proficient in using insurance industry software and Microsoft Office Suite.

Detail Oriented: Strong attention to detail, ensuring accuracy and completeness in all client interactions and documentation.

Problem-Solving: Ability to assess client needs and deliver appropriate solutions effectively and efficiently.

Team Collaboration: Demonstrated ability to work well in a team environment, supporting coworkers and participating in shared goals and achievements.

Account Oversight: Manage and maintain existing commercial insurance accounts, ensuring accuracy and compliance with policy terms.

Client Assistance: Serve as the primary point of contact for clients, addressing inquiries and resolving issues in a timely manner.

Policy Renewal: Coordinate and facilitate the process of policy renewals, ensuring client needs are met and coverage is adequate.

Documentation: Prepare and review client documentation, ensuring completeness and accuracy before submission.

Relationship Nurturing: Build and maintain strong relationships with clients to enhance retention and satisfaction.

Our agency was founded in 2004 and has grown to one of the most successful franchise offices in the country. While our team is small (7 team members), we are part of a much larger brand with over 400 offices in 37 states.

We focus on helping customers understand their insurance needs and the available coverages and then work to match those together in the most cost-effective way. We also strive to provide high-level responsiveness to our commercial customers – we understand that they need quick turnarounds for their customers.

As the owner, I strive to provide an enjoyable and efficient work environment. My first boss regularly instructed the management team that “If you take care of your employees, they will take care of our customers” and this has stuck with me ever since.