Thrive Insurance, Inc. Personal Lines Account Manager (CSR) Oklahoma City, OK · Full time

The Personal Lines Account Manager establishes a solid foundation between the client, the insurance company, and Insurance Advisor to assure clients experience quality transactions, valuable client service, and excellent claims support.


Supervisory Responsibilities:

  • None.


  • Provides active account management for all existing clients including account rounding, renewals, and client service for all policy changes, servicing, and claims.
  • Ensures retention of all clients by remarketing Thrive at policy renewal periods and recommends changes as needed to ensure high quality coverage.
  • Assists clients in submitting first reports of claims, as needed.
  • Stays abreast of industry information, trends, new products, coverages, and technology to continually improve knowledge to more effectively serve client base.
  • Maintains and updates desk level processes and uses them to perform tasks to ensure efficiency and accuracy.
  • Proactively expands Thrives reach to qualified prospects and existing clients using multiple proven and creative techniques.
  • Communicates regarding client transactions with all parties in a timely manner to ensure quality control and minimize errors and omissions.
  • Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
  • Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
  • Suggests modifications and updates to clients’ existing insurance policies.
  • Builds customized insurance policies and packages to meet clients’ needs.
  • Processes insurance policy renewals.
  • Assists clients with filing insurance claims.
  • Maintains print and electronic records and files as required.
  • Performs other duties as assigned.

We Would Love You to Have: 

  • Insurance Experience preferred.
  • Strong attention to detail.
  • Excellent professional communication skills (written and verbal).
  • Strong ability to focus.
  • Ability to prioritize and track deadlines effectively.
  • Ability to reprioritize as new info is gathered.
  • Excellent client service skills.
  • Ability to work efficiently, effectively, and independently.
  • Strong interpersonal skills & ability to cultivate positive relationships.
  • Ability to thrive in a fast-paced environment.
  • Ability to proficiently utilize the Internet and MS Office tools; knowledge of computer systems, communication tools and software.
  • Extensive knowledge of various insurance products and policies.
  • Ability to determine best insurance policy for individual clients.
  • Proficient in Microsoft Office Suite or similar software.

Education and Experience:

  • High school diploma or equivalent required; Bachelor’s degree preferred.
  • Will need to obtain License to sell insurance in applicable state(s).