Personal Lines AM, HNW Dallas

Criterion Executive Search
Dallas, TX
Top tier agency is offering a hybrid work environment and a great work/life balance. This position is responsible for providing customer service to assigned personal lines P&C customers.

Responsibilities:
  • Prompt superior service to clients
  • Manages high net worth customers
  • Promotes customer retention through account review and account rounding; remarketing accounts when necessary
  • Complies with client service deliverable standards
  • Responsible for helping achieve department and organization revenue growth goals through customer retention and collaboration within the department and organization
  • Ability to problem-solve and work effectively under tight deadlines

We offer:
  • An environment that focuses on employee wellness through our PTO policy, Employee Assistance Program, and flextime
  • Profit Sharing Potential
  • Medical, Vision, and Dental Insurance Plans
  • 401K match
  • Complementary office amenities, including a gym
  • A commitment to training and career advancement
Posted 2026-05-21

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