GuideStone Financial Resources · 19 hours ago
Manager, Agency Account Management
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
3+ years expGuideStone Financial Resources is an innovative organization focused on the development of its employees and community engagement. The Manager, Agency Account Management oversees the account management team to ensure a seamless client experience and fosters collaboration between various departments to deliver tailored insurance solutions for ministry partners.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
Ensure consistent client experience from initial policy sale through ongoing service and renewal
Facilitate collaboration between sales and service teams, promoting seamless communication, aligned expectations, and efficient workflows
Monitor the overall client experience, proactively identifying service gaps or opportunities, and work with agency leadership to implement effective solutions
Collaborate with internal and external brokers and carriers to deliver tailored insurance solutions that meet the unique needs of our Ministry Partners
Monitor team workload and partner with agency leadership to optimize agency resources to achieve revenue targets and retention goals
Support ongoing cross-sell initiatives between Agency Services and other enterprise products to maximize client value and engagement
Lead the relationship management team by providing coaching, performance feedback and a clear path to success in their roles
Act as a resource for complex client requests and escalated customer needs, ensuring timely and effective resolution
Serve as ambassador for the Relationship Management team across the enterprise, promoting collaboration and alignment
Qualification
Required
Bachelor's degree in Business, Communications, or related field
Active Commercial Insurance Licensing – General Lines P&C | L&H
Travel 5-10% annually
Strong understanding of Property and Casualty insurance products, client service, and agency principles
3 to 5 years of experience in relationship management, insurance services, or client engagement
2+ years of experience in team leadership or supervisory roles
Excellent interpersonal and strategic thinking skills
Proficiency with Agency Management Software, preferably Applied Epic
Proficiency in Microsoft Office Suite and Microsoft Dynamics
Ability to manage complex client relationships and lead cross-functional initiatives
Benefits
Generous benefits package
Flexible work schedules
The opportunity to be involved in community outreach
Tuition reimbursement
Company
GuideStone Financial Resources
GuideStone® provides churches, ministries, faith-aligned institutions and Christian households with financial solutions that support our shared biblical values — equipping believers to lead resilient lives and advance the Kingdom of God.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.19MKey Investors
Georgia Baptist Health Care Ministry Foundation
2024-02-08Grant· $0.19M
Leadership Team
Mark Borchgardt
Chief Financial Officer
John R. Jones
Chief Operating Officer
Recent News
Business Insider
2025-03-23
Company data provided by crunchbase