Private Client Account Manager

Who are we: 

Toyota Insurance is a brand name of Toyota Insurance Management Solutions USA, LLC (TIMS). We are an independent agency specializing in property and casualty insurance for Toyota vehicle owners. We offer insurance through our trusted carrier partners to provide coverage for your Toyota vehicle, home and other assets. Our mission is to improve the Toyota ownership experience by improving the insurance experience. 

Job Overview: 

Toyota Insurance is looking for a Private Client Account Manager to manage the service, sales and retention of client accounts assigned to Lexus Insurance Services. Activities include, but not limited to new and renewal marketing, handling client questions and requests, policy checking, proposal creation and coverage review.   

Job Responsibilities: 

Service client accounts independently utilizing carrier websites and online rating systems. 

Schedule and attend appointments with clients as requested. 

Occasionally attend and consult on prospect and client meetings as requested. 

Maintain thorough understanding of program qualifications and making underwriting decisions aligned with policy provisions. 

Provide technical expertise in coordinating the service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures. 

Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies. 

Respond to underwriters’ questions in a timely and professional manner. 

Maintain a high degree of accuracy in agency management and document management systems. 

Refer clients to carriers for direct reporting of claims. Submit first reports of claims (when necessary) for specialty markets and facilitate prompt response from carrier. 

Work within the Lexus Insurance Services initiatives included, but not limited to, placing business in and utilizing carrier service centers, direct bill and download wherever possible. 

Prepare renewals in coordination with program standards. 

Prepare summaries of insurance, schedule, and proposals for word processing as needed. 

Process and follow up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible. 

Required Education and Experience: 

Property & Casualty License or Personal Lines License required. 

Minimum of two years of experience in Personal Lines Property & Casualty Insurance Agency along with a thorough understanding of all Property & Casualty insurance coverages, underwriting and rating concepts. 

High School Graduate. College degree preferred, but not required. 

Knowledge of Nexsure preferred, but not required. 

Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. 

Keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance. 

Interact with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the company. 

Ideally (but not required) hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses. 

Required Knowledge, Skills, and Abilities: 

Exceptional communication and negotiation skills 

Experience with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel) 

Ability to carry out complex tasks with many concrete and abstract variables 

Familiarity with Nexsure, XDTI, AMS 

Advanced knowledge of Microsoft Office suite 

Functional knowledge of law and insurance regulations in various jurisdictions 

Ability to work in a team environment 

Strong written, oral and interpersonal communication skills 

Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy 

 Required Competencies: 

Customer-focused 

Strong organization skills

Detail-oriented 

Problem Solving 

Analytical   

Work Environment and Physical Demands: 

Ability to work within a team environment under tight schedules

This job is in a standard office work environment with a hybrid work strategy. No special physical demands required.

Scope of Management: 

Hybrid Postion: 8:00 AM – 5:00 PM (onsite Monday-Thursday and remote work on Friday).

Degree of Travel: 

None 

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. The job description is not intended to be all inclusive of the multitude of tasks that may be assigned, but rather to provide a general overview of the expectations and responsibilities of this position. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned.

Work Authorization:

Applicants must be authorized to work for any employer in the U.S. This position does not offer sponsorship or the transfer of sponsorship of employment Visa. Candidates must already hold work eligibility for the United States.

Learn More:

Visit our website Toyota Insurance: https://toyotainsurance.com/careers to learn more about our company culture and career opportunities.

FLSA Job Status:  ☒  Exempt     ☐Non-Exempt 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

An Equal Opportunity Employer: Female / Minority / Disability / Protected Veteran / Sexual Orientation / Gender Identity

EEOC is The Law Information poster: Know Your Rights: Workplace Discrimination is Illegal (eeoc.gov)

Toyota Insurance Management Solutions, including its affiliates Connected Analytic Services and Advanced Connectivity (collectively “TIMS”) participate in E-Verify.