Wealth Client Relationship Manager at TIAA partnering with advisors to support high - net worth clients. Managing client relationships and providing sales support in a collaborative environment.
About the role
- Personal Lines Account Manager managing Mainstreet accounts in Texas. Delivering exceptional client service and growing your career in a dynamic environment.
Responsibilities
- Act as the primary contact for Mainstreet personal lines clients
- Respond promptly to inquiries, resolve issues, and provide expert guidance
- Assist clients with claims processing and follow up to ensure resolution
- Review and process renewals, endorsements, and cancellations
- Underwrite new and renewal business to ensure accuracy and compliance
- Prepare quotes for new and existing clients and manage issuance with carriers
- Work closely with underwriters and carriers to secure optimal coverage and pricing
- Utilize EPIC, carrier websites, and other platforms to maintain accurate records
- Ensure compliance with Texas insurance regulations and company policies
- Maintain organized, accurate documentation for all client interactions
- Identify opportunities for cross-selling and up-selling additional products
- Partner with internal teams to deliver seamless client experiences
- Contribute to special projects and process improvements as assigned
Requirements
- Excellent communication and interpersonal skills to build strong client relationships
- Strong organizational and time-management abilities with the ability to multi-task
- Proficiency in Microsoft Office 365, EPIC, and carrier systems
- Knowledge of Texas insurance regulations and TX Registry of Motor Vehicles processes
- Ability to thrive in a paperless, team-oriented environment
- Bachelor’s degree or equivalent experience
- Minimum 5 years of Personal Lines Insurance experience
- Active P&C Insurance License
- Familiarity with Texas insurance regulations and industry best practices
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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