Account Manager - Property & Casualty | $50K-$69K (Roanoke, TX)

Position Overview Job Title:

Account Manager, Property & Casualty Department:

Business Insurance /

Commercial Lines Job Classification:

Full-time Location:

Roanoke, TX Reports To:

Chief Operations Officer Compensation:

$50k•69k per year (DOE) + incentive bonus structure based on individual and company goals

Start Date:

ASAP Position Purpose The purpose of this role is to: Deliver comprehensive property and casualty insurance solutions that protect businesses from operational and financial risks. Ensure consistent, high-quality client service through policy implementation, renewals, and ongoing account management. Strengthen client retention and satisfaction by maintaining proactive communication and timely follow-up. Support the growth of the business insurance division by effectively managing and converting inbound client opportunities. Support company revenue objectives by maximizing conversion of inbound opportunities, retaining clients, and identifying appropriate coverage solutions. This role ensures that inbound opportunities are handled with excellence, clients receive reliable and responsive service, and long-term relationships are built through trust and professionalism. About the Company At Buffer Insurance, we believe the most meaningful impact we make is in the lives of others. That's why protecting our clients and ensuring their future impact is our highest priority. By making insurance simple, comprehensive and cost-effective, we are able to earn our clients' trust and help them stay focused on their life and business goals. We are a fast-paced insurance agency placing insurance policies from employer benefits and business insurance to Medicare. If you are fulfilled by building lasting relationships through authenticity, transparency, and responsiveness, then our team is where you'll want to be. Why Join Buffer Insurance? At Buffer, you'll have the opportunity to build meaningful client relationships while developing professionally in a growing environment, with increasing responsibility and long-term career progression.•Key Duties and Responsibilities Client Relationship Management Maintain strong relationships with existing clients through consistent communication and service. Present the organization professionally across all client interactions, including phone, email, and in-person communication. Follow up on open items and client requests to ensure timely resolution and satisfaction. Respond promptly to inbound inquiries from prospective clients (calls, web leads, referrals, internal handoffs). Conduct discovery conversations to understand client needs, exposures, and coverage requirements. Prepare and present appropriate insurance solutions based on client needs. Guide prospects through the decision-making process with clarity and professionalism. Collaborate with internal teams to ensure smooth intake, quoting, and onboarding of new clients. Identify cross-coverage opportunities within inbound accounts where appropriate. Policy Administration & Servicing Process requests for proposals from prospective clients. Implement new insurance policies and manage renewals for existing policies. Communicate policy updates, changes, and coverage details to clients. Prepare and maintain policy documentation for policyholders. Document client interactions and maintain accurate records. Perform administrative tasks including organizing documentation and completing required paperwork. Manage multiple tasks and priorities to ensure operational efficiency. Follow through on pending activities to ensure completion and accuracy.•Work Environment Collaborative team dynamic fostered through in-office connection. Fast-paced, client-focused insurance agency environment. Requires frequent communication with clients across multiple channels. Involves a combination of administrative responsibilities and client-facing activities. Growth mindset for ongoing personal, professional and team development. Resource Requirements The equipment used includes computers, fax machine, calculator, copy machine, scanner, adding machine, printer, shredder, and other standard office machines. Typical Physical & Mental Demands The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be provided if required to enable individuals to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk and hear. Healthy or corrected vision abilities are required and include close vision and ability to adjust focus. The employee is regularly required to sit for extended periods of time as needed at a desk or stand for long periods of time, use a telephone, computer, and calculator. On rare occasions, the employee may need to move or lift light-to-medium weight articles. This role may occasionally require the ability to lift, bend, twist, sit and stand for extended periods of time as needed to complete daily tasks. Must be eligible to obtain necessary approvals to visit on-site operations of key customers, if required. Working Conditions The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Work is performed in an office environment. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions. This is a full-time position. Days of work can vary based on operational needs. Hours can vary including extended evening, early morning, weekend, and holiday time in order to support operational demands. Working hours are normally Monday•Friday / 8:00 AM•5:00 AM / 40 hours per week. This is a hybrid or remote role requiring access to an office to support virtual, remote, work-from-home activities described in this job description. An employee in this position works in both an office environment with heating and air conditioning, on-site at client locations, in support/ execution of assigned duties. This role routinely will have loud noises, bright lights and be subject to similar interior temperatures To work remotely, an employee in this position must have access to the Internet and an appropriate workspace. Physical & Travel Demands An employee in this position may be required to travel up to 10% of the time to client meetings, conferences and trade shows, and other company business events. Must have access to reliable transportation on demand to and from work locations without notice to support critical duties, participate in internal and external client meetings, etc. as requested. Must maintain a valid driver's license.•Performance Objectives First 90 Days Develop a strong understanding of company products, services, and inbound lead flow processes. Begin supporting client accounts and inbound inquiries with supervision, including policy quoting, servicing and documentation, with supervision. Demonstrate effective communication and responsiveness in client interactions. First 6 Months Manage inbound opportunities from initial contact through policy implementation. Effectively support renewals and ongoing client service needs with minimal supervision. Maintain organized records and consistent follow-up on all opportunities, and ensure timely completion of administrative responsibilities. First 12 Months Consistently convert inbound opportunities into active clients. Maintain high client retention through strong service and relationship management. Demonstrate strong ownership of assigned accounts and sales activities. Contribute to team success through collaboration and cross-selling efforts. Opportunity to grow into senior account management or specialized roles as the business continues to expand•Capabilities, Skills & Competencies Technical Capabilities Knowledge of property and casualty insurance products, including general liability, workers compensation, and business owner policies. Ability to manage policy lifecycle activities including implementation and renewals. Technologically adept and capable of navigating multiple systems simultaneously. Behavioral Competencies Strong interpersonal and communication skills. Professional demeanor in all client interactions. Ability to receive and apply feedback constructively. Professional Skills Ability to manage and prioritize multiple inbound opportunities. Effective time management, strong organizational skills and attention to detail. Ability to handle confidential information with discretion. Proactive work ethic and accountability for results and client experiences. Required Qualifications High school diploma or Bachelor's degree in business, administration, or a related field. Current Property & Casualty License in Texas preferred, or ability to obtain within 45 days of employment. Strong communication and interpersonal skills. Ability to multitask and manage time effectively. Industry Background This role is aligned with candidates who have experience or exposure to: Insurance agencies or brokerages Client-facing roles involving sales or account management Administrative or customer service environments supporting financial or insurance services About Our Culture At Buffer Insurance, we seek to build and nurture a culture for our organization that produces and protects a God-honoring atmosphere. We lay the foundation for this cultural expression by personally living out Buffer's values and instilling them in all who work alongside us on our staff. Our values can be summarized in five words: excellence, teamwork, health, growth, and trust. By upholding these values, we can better serve our clients through our vision, mission, and purpose.

Pay:

$50,000.00•$69,000.00 per year

Benefits:

401(k) Dental insurance Disability insurance Health insurance Paid time off Vision insurance Application Question(s): Do you currently hold a Property & Casualty Insurance License, or are you willing to obtain one within 45 days?

Experience:

property and casualty insurance: 2 years (Required) administrative or client service : 2 years (Required)

Location:

Roanoke, TX 76262 (Required)

Work Location:

In person