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Cobble Insurance Agency is seeking an experienced Personal Lines Account Manager to join our team in Moore, Oklahoma. This is a service-focused position for someone who already understands personal lines insurance and can confidently manage customer needs with minimal supervision.
We are looking for a dependable, organized, and proactive insurance professional who enjoys helping customers and taking ownership of service requests from start to finish. As our agency continues to grow, this position will play an important role in maintaining excellent service for our existing customers while allowing other team members to focus more heavily on new business, cross-selling, and client winback opportunities.
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Mon-Fri Schedule
Hands on Training
Life Insurance
Paid Holidays
Employer Paid Licensing/CE
Responsibilities
Service existing Personal Lines customers, primarily auto and homeowners accounts
Process policy changes, endorsements, additions and removals of vehicles and drivers
Handle billing questions, mortgagee changes, ID cards, evidence of insurance, and policy document requests
Assist customers with renewal questions, coverage questions, cancellations, and reinstatement issues
Communicate with insurance carriers regarding underwriting and service needs
Clearly explain premium and coverage changes to customers
Document customer interactions and policy activity accurately
Follow service requests through completion rather than simply passing work to another team member
Identify potential coverage gaps, cross-sell opportunities, and retention concerns
Help retain customers by looking for solutions when they are considering leaving
Assist with claims questions and direct customers appropriately
Work closely with the Personal Lines team to keep service work organized and completed promptly
Requirement
5+ years of Personal Lines insurance agency experience preferred
Active Oklahoma Property & Casualty insurance license preferred
Independent insurance agency experience strongly preferred
Strong knowledge of personal auto, homeowners, dwelling fire, umbrella, and related Personal Lines products
Comfortable working with multiple insurance carriers
Strong customer service and communication skills
Ability to handle difficult or frustrated customer conversations professionally
Strong attention to detail and follow-through
Able to prioritize and manage a steady service workload
Comfortable working independently without constant supervision
Team-oriented, dependable, and coachable
EZLynx experience is a strong plus
AgencyZoom or similar CRM experience is a plus
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