Personal Lines Account Manager | Private Client | HNW
APR
Job Description
Job Description
Insurance Job: Personal Lines Account Manager | CSR
Insurance Agency Location: Deerfield Beach, FL
Salary: 50k-70k with commission
An Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Up selling clients may be required to provide better personal lines coverages. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producer.
Responsibilities will include:
- Support and service a wide range of personal lines accounts
- Support agency producers with customer service related tasks.
- Liaison between clients, producers and insurance company representatives.
- Certificates, Endorsements, Binders, and first Claims
- Marketing, quoting, rating of new client business and account renewals.
Requirements:
- Property & Casualty Insurance License Required
- Experience with Auto, Home, boat etc. policies
- Minimum 3-5 years Independent Agency experience
- Knowledge of Microsoft Excel, Word and related software
- Experience using Applied Agency Management System (TAM or EPIC or AMS 360) is strongly preferred.
- Experience with high net worth clients is a plus
All inquiries will be kept confidential
Vacancy posted 19 days ago
Similar jobs that could be interesting for youBased on the Personal Lines Account Manager | Private Client | HNW in Deerfield Beach, FL vacancy
- ...Job Description Job Description Insurance Job: Personal Lines Account Manager | CSR Insurance Agency Location: Deerfield Beach, FL Salary... ...require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions...Private clientHigh net worth
APR
Deerfield Beach, FL21 days ago - ...Cozen O'Connor's Private Client, Trusts & Estates group ("PCS") is looking for a driven, entrepreneurial... ...practice assistants, and practice management professionals work together through... ...helping clients navigate the personal, financial, and family issues that accompany...Private clientHigh net worthPrivate practiceWork at office
Cozen O Connor
Boca Raton, FL13 hours ago - ...to engage in long-term succession planning within a reputable private client practice. Duties Advise clients on estate, gift, generation-skipping... ...with colleagues on client strategy and planning design. Manage substantial client matters with autonomy and exceptional service...Private clientHigh net worthPrivate practiceWork at office
$220k - $320k
...nationally recognized law firm known for its client-focused approach collaborative culture... .... This role is ideal for a seasoned private client attorney who values direct client... ...Strong organizational communication and time management skills with the ability to thrive in a...Private clientHigh net worthWork at officeTrueseek
Boca Raton, FL23 days ago- ...Retail Insurance Agency focusing on High Net Worth (HNW) Personal Lines Accounts is seeking a Personal Lines Account Manager. Responsibilities include:... ...insurance coverage knowledge in the HNW space. Client has an excellent reputation and offer a strong...High net worth
Criterion Executive Search
Delray Beach, FL23 days ago - ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a...Private clientHigh net worthPrivate practiceWork at officeRemote work2 days per week
Direct Counsel
Boca Raton, FL23 days ago $157.2k
...Description & Requirements The Private Client team helps high-net-... ...families manage financial complexity... ...Forvis Mazars delivers personalized strategies aligned with... ...and other firm service lines to deliver integrated... ...the largest public accounting firms in the United States...Private clientHigh net worthHourly payWork at officeFlexible hours$90.5k - $150k
...recognized law firm known for its client-focused approach... ...individuals families fiduciaries and private clients. This role is ideal for... ...tax returns and fiduciary accountings with accuracy and efficiency... ...maintaining detailed records and managing multiple deadlines across...Private clientHigh net worth$16 - $25 per hour
Personal Lines Insurance Account Manager Join to apply for the Personal Lines Insurance Account Manager role at Acrisure Personal Lines Insurance Account... ...and services to millions of businesses and individual clients. We connect clients to solutions that help them protect...16 hoursPermanent employmentFull timeTemporary work$130k - $170k
...work with amazing clients on tax planning and... ...and technical tax accounting skills with the... ...and having a strong management perspective as far as tax work for private and public businesses... ...Corp, individual, HNW, and complex... ...oriented and great personal skills working with...High net worthFull timeRemote work- ...seeking professional, experienced chauffeurs to join our high-end transportation team, serving luxury hotels, corporate accounts, and private clients across Palm Beach, Broward, and Miami-Dade. Requirements: At least 1 valid Hack License (For-Hire) in Palm Beach...Private clientSeasonal work
USA Transportation
Boca Raton, FL4 days ago - ...Job Description Job Description Porter is hiring for an Account Manager, Customer Succes! Porter combines the power of analytics... ...: · Assist in the management of diverse clients and projects within a healthcare setting. · Work closely...
Porter Cares, Inc.
Pompano Beach, FL21 days ago - ...around the world, we serve clients through a personal, custom approach to reaching... ...With capabilities spanning Private Capital & Currency, Capital... ...$13.1B in assets under management as of March 31, 2026, we have... ...years experience working in HNW RIA environment. ~ Strong...High net worthLocal area
Mesirow
Boca Raton, FL3 days ago - ...now have multiple 3 to 4 hour private duty home care shifts... ...Already have a morning or evening client Want to supplement their weekly... ...income Prefer shorter, manageable assignments Are looking for... ...Shifts Afternoon Personal Care Visits Evening Recovery...Private clientWeekly payExtra incomeShorter hoursPart timeWork at officeImmediate startFlexible hoursShift workDay shiftAfternoon shift
Preferred Care at Home of Boca Raton and Delray Beach
Boca Raton, FL1 day ago $100k - $125k
...expertise helps support our clients' regional and global... ...JOB OVERVIEW: The Private Client Team Leader is... ...training, relationship management and problem solving.... ...Relationship Managers and Account Managers, Private... ...salaried/exempt employees (personal time off without...Private clientHourly payPrivate practiceLocal area- ...a practice, from marketing and client relations, through project execution... ...services in both the private and public sectors. Responsibilities: Managing client relationships including private... ...with building codes and boundary lines FDOT experience is a plus...Private clientFor contractorsLocal area
Carnahan Proctor and Cross, Inc.
Deerfield Beach, FL23 days ago $100k - $150k
...CPC is currently seeking a Roadway Project Engineer/Project Manager in our growing Deerfield Beach office. The selected... ...transportation engineering projects for various public and private sector clients. Key Responsibilities: Transportation / Roadway Project...Private clientContract workWork at officeRelocationCarnahan Proctor and Cross, Inc.
Deerfield Beach, FLa month ago- ...developing presentation materials for their clients or help coordinate with the... ...knowledge of all product areas of Wealth Management - managed accounts, HJ Sims proprietary models,... ...their clients in the RIA Visit Sims Private Client branch offices periodically/ as...Private clientWork at office
$75k - $150k
South Florida Law Firm providing wide variety of interesting and challenging cases on behalf of institutional and private clients in areas of Insurance Defense and Commercial Litigation is looking for several associates to join our team in the Boca Raton, Florida office...Private clientFull timeWork at officeRemote workRelocationFlexible hoursShift work- ...have an enthusiasm for helping our clients, taking care of our employees,... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...a book of business and deliver personalized investment solutions to your...Private client
- ...Job Description Private Jet Charter Broker... ...properly support your clients, this is your... ...aircraft sales, aircraft management, fuel programs,... ...❌ If you've never personally closed charter... ...or managed client accounts ❌ If you don’t currently... ...our other service lines Represent...Private clientWork at officeRemote work
Thrust Aviation
Boca Raton, FL21 days ago - ...years running! As a direct private lender—not a broker, not a bank... ...Ease – We simplify lending so clients can move fast and seize opportunities... ...This role is responsible for managing the post-closing... ...parameters. Analyze complex line-item construction budgets for:...Private clientFull timeFor contractorsWork from home
LendingOne
Boca Raton, FL26 days ago - ...and international insurance carriers, as well as many large private clients. We currently have openings in our insurance coverage, general... ...medical, dental, vision, disability, life, and a flexible spending account Unlimited PTO A flexible work from home policy Referral...Private clientWork from homeFlexible hours
$70k
...Sons) is a trusted construction management and general contracting firm serving public and private clients across the Northeast and... ...is driven by collaboration, accountability, and a commitment to continuous... ...Survey layout of control lines and establish various locations...Private clientContract workFor subcontractorFlexible hoursDOC
Boca Raton, FL15 days ago$125k - $150k
...of financial operations Manage and track cash flow for personal and investment entities,... ...distribution tracking across private equity, hedge fund, and... ..., attorneys, and accountants) and track tax receivables... ...public accounting firm with HNW client exposure Strong...High net worthFull timeTemporary workWork at office- ...This is not just another management position. We are looking... ...Build relationships with clients, engineers, municipalities,... ...projects in both the public and private sectors. You will have the... ...Leads with integrity and accountability. Is proactive and solution...Private clientFor contractorsFor subcontractor
Expert Dewtaering Inc
Pompano Beach, FLa month ago - ...and construction of our engineering projects, both for our private and public-sector clients. These projects typically entail site development,... ...plans, studies and reports is a must. What you'll do: Manage workload through duration of project lifecycle Perform engineering...Private clientContract workWork at office
- ...HR staff to provide exceptional internal client service to our employees. The... ...engineering and consulting firm serving private and public‑sector clients to address new... ...system and monitor for completing, including management reports; Prepare end of employment information...Private client
- ...engineering and consulting firm serving private and public-sector clients to address new ventures and complex... ...to complete a drawing set; Manage the production of drawing sets from creation... ...) Understanding of Feature Lines, Grading Groups, Assemblies, and Corridors...Private clientFull timeRemote work
Geosyntec Consultants
Boca Raton, FL2 days ago - ...Senior Accountant Primary Location US-FL-Boca Raton ID 20... ...engineering and consulting firm serving private and public-sector clients to address new ventures and complex... ...Assisting and reporting to the Manager of General Accounting, the position...Private clientFull timeWork at officeLocal areaRemote work
Geosyntec Consultants
Boca Raton, FL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Lines Account Manager | Private Client | HNW. Be the first to apply!
Related searches
- amazon account manager Deerfield Beach, FL
- hvac account manager Deerfield Beach, FL
- government account manager Deerfield Beach, FL
- landscape account manager Deerfield Beach, FL
- account manager life sciences Deerfield Beach, FL
- account manager Deerfield Beach, FL
- public sector account manager Deerfield Beach, FL
- account manager packaging Deerfield Beach, FL
- account manager inside sales Deerfield Beach, FL
- account service manager Deerfield Beach, FL