Personal Lines Account Manager

Personal Lines Account Manager

We are seeking an experienced and service-driven Personal Lines Account Manager to join our growing insurance agency. This role is ideal for someone who is highly organized, detail-oriented, and enjoys building strong relationships with clients. We offer a competitive compensation and benefits package along with opportunities for professional growth.

Key Responsibilities

• Manage an assigned book of personal insurance business and serve as a primary point of contact for clients.
• Respond promptly and professionally to client questions, requests, and service needs.
• Recommend appropriate coverage options, limits, deductibles, endorsements, and other policy modifications based on identified needs and client preferences.
• Explain coverage, policy provisions, exclusions, limits, deductibles, endorsements, and other relevant insurance considerations in a clear and understandable manner.
• Review renewal terms and identify changes in premiums, coverage, underwriting requirements, or client circumstances.
• Communicate renewal option and recommendations to clients and coordinate timely completion of renewal activities.
• Process endorsements, policy changes, certificates or evidence of insurance, billing inquiries, cancellations, reinstatements, and other routine account servicing activities as appropriate.
• Identify opportunities to retain and grow the assigned book of business through account rounding, cross-selling, and additional lines of insurance.
• Maintain complete, accurate, and current client and policy information in the agency management system.

Benefits for YOU!

• Competitive Salary & Benefits: Competitive salary and 100% company paid medical and dental benefits along with 100% company paid life insurance! Generous paid time off Holidays, Sick, PTO, and Volunteer Time off.
• HSA Contribution: Company-paid HSA contribution with eligible plan selection.
• Employee Assistance Program: Access to the company-sponsored Employee Assistance Program (EAP).
• Retirement: Company match 401(k) plan.
• Incentives: Bonus incentive based on individual/agency performance.
• Flexible Work Options: Enjoy flexible work opportunities and a healthy work-life balance.
• Career Growth & Development: We believe in investing in your professional growth through ongoing training and continuing education opportunities.
• Family-Owned Values: As a family-owned business, we prioritize long-term relationships and the well-being of our team. You'll be part of a culture that celebrates integrity, trust, and a commitment to excellence.

Qualifications & Experience

• Minimum of 3-5 years of agency or relevant insurance experience.
• Active 4-40, 2-20, or 20-44 Florida Property and Casualty license required
• High school graduate; some college or a bachelor's degree preferred.
• Applied Epic experience is a plus.

Knowledge, Skills & Abilities

• Advanced customer service skills.
• Proficiency in Microsoft Word and Outlook.
• Bilingual in Spanish and English is a plus.