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Agency/Broker - Account Executive in Richardson, TX at QuestPro Consultants

Date Posted: 2/3/2019

Job Snapshot

Job Description

Service Team Manager/Guru

Are you tired of Cubicle Farming? Having your good ideas go to waste?

There's none of that here. We're different. Maybe you are too!

Do you enjoy leading a team of dedicated professionals toward a common goal of excellence? Do you appreciate working smarter not harder? Our growing independent insurance agency has an immediate opening for a dynamic, innovative Service Team Manager/Guru. A minimum of 5 years experience in an independent insurance agency environment and proficiency in handling a wide range of supervisory, administrative and client support related tasks is required. The ideal candidate will be dependable, professional, driven, inquisitive, detail and process oriented, a team player and have a strong commitment to being an expert in the insurance industry.


  • Hire, train and guide staff to build and maintain strong customer relationships by providing excellent customer service & industry leading knowledge
  • Work directly with clients, as necessary, to support team members
  • Develop efficient/effective workflows
  • Collaborate with agency owner and management to:
    • Set monthly retention & growth goals
    • Develop agency improvement initiatives based on current market trends and competitors.
    • Create value for clients and team members
  • Provide excellent customer service to clients as necessary.
  • Measure team results vs. goals.
  • Manage service team to achieve company goals and objectives.
  • Identify agency and team member performance improvement areas and provide recommendations.
  • Communicate team performance levels including areas of concerns to management.
  • Maintain a strong work ethic with a total commitment to success each day
  • Develop and maintain strong working relationships with agency partners.

  • Sense of Humor
  • A passion for helping people
  • Enjoy leadership responsibility
  • Excellent time management, problem solving, planning and organizational skills
  • Ability to multi-task and prioritize work
  • Excellent written & verbal communication skills
  • Excellent interpersonal and customer service skills
  • High Integrity & Ethics
  • A team player who is willing to help as well as seek help when needed
  • Enjoyment of a fast-paced work environment
  • Enjoy the challenges and excitement of a growing company
  • Value digital work environment
  • Willing to work overtime if/when necessary
  • A strong working knowledge of small commercial insurance products: BOP, WC, Auto
  • Active TX P&C License
  • 5+ Years experience in an independent agency environment
  • Knowledge of AMS360 is a plus
  • Pass Criminal Background Check
  • Non-Smoking Office


  • Salary commensurate with experience
  • Bonus opportunity based on performance and agency growth
  • Casual, Fun, Dog friendly work environment
  • Team Lunches
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Short Term & Long Term Disability Insurance
  • Accident, Critical Illness & Hospital Insurance
  • IRA Retirement match
  • Paid Holidays
  • Paid PTO & Vacation