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Entry Level Insurance Account Manager Jobs in Texas

APR

Commercial Lines Insurance Account Manager

Dallas, TX · Hybrid

$70K - $80K/yr

Insurance - Commercial Line Account Manager (Mid Market Generalist) Location: Dallas, TX Salary: $70,000-80,000 depending on experience, knowledge, and qualifications Position is in office, but will ...

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Entry Level Insurance Account Manager information

What are the key skills and qualifications needed to thrive as an entry level insurance account manager?

To thrive as an Entry Level Insurance Account Manager, you need a basic understanding of insurance products, strong organizational abilities, and typically a high school diploma or bachelor's degree. Familiarity with customer relationship management (CRM) software, insurance quoting systems, and basic office tools is often required. Exceptional interpersonal skills, attention to detail, and the ability to effectively communicate with clients set standout candidates apart. These skills are crucial for building trust, managing client accounts accurately, and ensuring satisfaction in a competitive insurance environment.

Can I become an entry level insurance account manager with no experience?

Entry level insurance account manager positions typically do not require prior experience, as employers often provide on-the-job training. Candidates usually need strong communication skills, basic computer knowledge, and a high school diploma or equivalent. Certifications such as the Property and Casualty license can enhance job prospects but are not always mandatory initially.

Is being an entry level insurance account manager hard?

Entry level insurance account managers typically find the role manageable as it involves learning industry products, customer service skills, and basic sales techniques. Success depends on communication skills, attention to detail, and the ability to learn insurance policies and software quickly. The position often offers training and opportunities for skill development.

What does an entry level insurance account manager do?

An Entry Level Insurance Account Manager assists clients with their insurance needs, including policy selection, renewals, and addressing questions or concerns. They act as a liaison between customers and insurance providers, helping to ensure clients have the right coverage. Their duties often include processing paperwork, providing quotes, handling claims inquiries, and maintaining client records. This role typically involves a mix of customer service, administrative tasks, and some sales responsibilities, all while learning the industry and building relationships with clients.

What are some common challenges faced by entry level insurance account managers, and how can new hires successfully navigate them?

Entry level Insurance Account Managers often encounter challenges such as quickly learning complex insurance products, managing multiple client accounts with varying needs, and building relationships with both clients and underwriters. New hires can navigate these challenges by proactively seeking mentorship from experienced team members, participating in available training programs, and utilizing organizational tools to manage tasks efficiently. Building strong communication skills and maintaining a client-focused mindset are also key to thriving in this role.

How to become an entry-level insurance account manager?

To become an entry-level insurance account manager, candidates typically need a high school diploma or equivalent, strong communication skills, and basic knowledge of insurance products. Some employers prefer candidates with a bachelor's degree in business, finance, or a related field, and obtaining relevant licenses or certifications can improve job prospects. On-the-job training is common, and familiarity with customer management software is beneficial.

What are entry-level insurance account manager jobs?

Entry-level insurance account manager jobs involve handling client accounts, processing policy changes, and providing customer service under supervision. These roles typically require strong communication skills, basic knowledge of insurance products, and may involve using customer management software. They often serve as a starting point for careers in insurance sales and administration.
What are the most commonly searched types of Insurance Account Manager jobs in Texas? The most popular types of Insurance Account Manager jobs in Texas are:
What cities in Texas are hiring for Entry Level Insurance Account Manager jobs? Cities in Texas with the most Entry Level Insurance Account Manager job openings:
Entry Level Insurance Account Manager jobs near you

Benefits Account Manager

Burnett Specialists

Houston, TX

$50K - $60K/yr

Full-time

Posted 8 days ago

Job description

Insurance Account Manager - HoustonWe are seeking a customer-focused and detail-oriented Insurance Account Manager to support client relationships, provide exceptional service, and assist with account growth opportunities. This role serves as a key point of contact for customers, helping them navigate insurance products, resolve issues, and ensure they receive the coverage and support they need. The ideal candidate will be skilled at building strong client relationships, managing account communication, and providing solutions related to policies, enrollment, billing, and claims. This position requires someone who is organized, proactive, and comfortable working with both customers and insurance carriers to deliver a high level of service.
Responsibilities• Provide outstanding customer service by responding to client questions regarding coverage, premiums, policies, enrollment, and claims.
• Build and maintain strong relationships with new and existing clients through consistent communication and account support.
• Conduct account outreach to verify information, provide updates, and identify opportunities to improve client satisfaction.
• Assist customers with the claims process and help resolve issues with insurance carriers, including billing concerns and coverage questions.
• Support new client enrollment processes, including gathering information, preparing documentation, and ensuring a smooth onboarding experience.
• Identify opportunities to introduce additional products and services based on client needs.
• Assist with marketing initiatives and client communication efforts.
• Maintain accurate customer records and update information within CRM systems.
• Present and explain company products and services to prospective and existing customers.
• Resolve customer inquiries and complaints professionally while ensuring timely follow-up.
Qualifications• Active Life and Health Insurance License required.
• Previous experience in insurance, sales, customer service, account management, or a related field.
• Experience using CRM platforms and maintaining accurate client records.
• Strong communication and relationship-building skills.
• Ability to manage multiple priorities while maintaining attention to detail.
• Self-motivated with strong problem-solving skills and a customer-focused mindset.
• Ability to meet deadlines and work effectively in a fast-paced environment.
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Company Description

About Burnett Specialists
Burnett Specialists is a top-ranked, 100% employee-owned recruiting firm with over 50 years of expertise in connecting top talent with exceptional companies. Headquartered in Texas, we specialize in placing professionals in Accounting, IT, HR, Marketing, Engineering, Sales, Legal, Supply Chain, and Administrative roles across major cities, including Houston, Austin, Dallas, San Antonio, and El Paso.

With a proven track record of responsiveness, cost savings, and full-spectrum staffing solutions — from temporary and temp-to-hire to payrolling and direct hire placements — we are committed to exceeding expectations and delivering unparalleled results.

As a Woman-Owned Business Enterprise (WBE), we take pride in building long-term relationships with our clients and candidates while fostering integrity, professionalism, and community involvement.

Visit us at: www.burnettspecialists.com
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