INSURANCE - PERSONAL LINES ACCOUNT MANAGER

Job Description

Job Description

At Heidrick & Co. Insurance, we specialize in protecting homes, businesses and lifestyles throughout Southwest Florida. Our agency has built its reputation on long-term client relationships, personalized service and a commitment to doing what's right for our clients.

A significant part of our success comes from delivering exceptional servicefrom a prospect's first interaction with our agency through every stage of their insurance journey. That commitment is reflected in our outstanding client retention rates and continued growth.

We're seeking an experienced Personal Lines Account Manager who shares our passion for delivering a true concierge-level client experience. This role is a key member of our collaborative three-person Personal Lines team, serving a sophisticated book of business that includes high-net-worth households, luxury homes and multi-location risks.

WORK ENVIRONMENT

This is a hybrid position that combines remote work with regular in-office collaboration. Team members work from our Sanibel office, Fort Myers office and home office according to an established schedule. During the onboarding and training period, a full-time in-office schedule will be required to ensure a successful transition and strong foundation for long-term success.

Office Hours: Monday-Friday, 8:00 a.m. to 5:00 p.m. No evenings. No weekends.

WHO THRIVES HERE?

This is not an "order taker" position. We're looking for someone who enjoys building relationships, solving problems and proactively helping clients navigate their insurance needs. If you prefer to hide behind email and avoid phone conversations, this probably isn't the right fit. If, however, you enjoy meaningful client interactions and take pride in delivering outstanding service, we'd love to hear from you.

GROWTH OPPORTUNITY

We're committed to developing our people. Our agency follows a deliberate growth strategy, and we invest heavily in training and professional development. We believe in promoting from within whenever possible and providing team members with the tools, knowledge and opportunities needed to advance their careers.

BENEFITS

We offer a competitive benefit package that includes health insurance, generous PTO, paid tolls, a 401(k) and more.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Vision Insurance

Dental Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Paid Sanibel Causeway Tolls

Matching 401(k)

Hybrid Work Schedule

Flexible Schedule

Health Insurance

Life Insurance

Work from Home

KEY RESPONSIBILITIES

• Conduct proactive renewal reviews to identify coverage gaps, account rounding opportunities and remarketing needs. Prepare and submit remarketing requests to appropriate carrier partners when warranted.
• Deliver timely, accurate and professional service to both prospective and existing clients, ensuring a consistently exceptional client experience.
• Serve as a trusted resource for clients by answering policy and coverage questions, providing guidance and assisting with billing and payment-related inquiries when needed.
• Process policy changes, endorsements and service requests across all personal lines coverages while maintaining accuracy and attention to detail.
• Partner with clients and carriers to resolve post-inspection underwriting requirements, helping ensure policies remain compliant and in good standing.
• Manage the renewal process from start to finish, including reviewing policy documents, endorsement, and renewal offers, and accurately documenting all activity within the agency management system.
• Maintain policy documentation to ensure complete and accurate electronic client files.
• Collaborate with team members to support agency retention goals and deliver the high-touch, white-glove service experience our clients expect.

While we are seeking an experienced Account Manager, we are also open to considering a junior-level candidate with prior insurance experience and a strong desire to grow within the industry. The ideal candidate is a quick learner who can absorb new information, adapt to established processes and apply feedback effectively. Success in this role requires a willingness to follow directions, embrace training and take ownership of professional development. If you are motivated, detail-oriented and eager to build a long-term career in insurance, we are willing to invest in your growth.

• Active Florida 2-20 General Lines Agent License preferred.
• Candidates holding an active Florida 20-44 Personal Lines License or 4-40 Customer Representative License are encouraged to apply.
• Candidates with a 20-44 or 4-40 license will be considered if:
• The candidate meets the position's experience and qualification requirements.
• The candidate demonstrates the aptitude and commitment necessary to succeed in the role.
• The candidate is willing to obtain a Florida 2-20 General Lines License within an agreed-upon timeframe.

QUALIFICATIONS AND EXPERIENCE

• Minimum of three years' experience in a fast-paced independent or retail insurance agency environment.
• Hands-on experience using an agency management system. Experience with Vertafore AMS360 is preferred but not required.
• Strong understanding of personal lines property and casualty insurance coverages, including homeowners, condominium, flood, wind, automobile, umbrella, watercraft, and valuable articles policies.
• Experience quoting, binding, and servicing homeowner insurance policies.
• Familiarity with Florida coastal insurance markets, including the ability to interpret four-point inspections and wind mitigation reports, is highly desirable.

COMMUNICATION & INTERPERSONAL SKILLS

• Positive, professional, and client-focused attitude.
• Excellent verbal and written communication skills.
• Strong listening skills with the ability to identify client needs and provide thoughtful solutions.
• Comfortable communicating by phone and building relationships with clients, carriers and team members.

PROBLEM SOLVING & ORGANIZATION

• Demonstrated ability to follow established workflows and document client activity thoroughly within the agency management system.
• Strong critical thinking and independent problem-solving abilities.
• Highly organized with exceptional attention to detail.
• Ability to prioritize competing responsibilities and remain productive in a fast-paced environment.
• Capable of managing multiple tasks while maintaining accuracy and service standards.

TECHNICAL SKILLS

• Proficient with Microsoft Office applications, including Outlook, Word and Excel.
• Comfortable using web-based platforms and carrier portals.
• Ability to efficiently scan, upload, attach and manage electronic documents and images.
• Strong data entry skills with a high degree of accuracy and attention to detail.