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Personal Lines Account Manager

$55k - $75k

APR

Job Description

Job Description

Personal Lines Account Manager | HNW | Personal Lines Book

Location: Tampa, FL (Hybrid or In-Office)

Employment Type: Full-time | Independent Insurance Agency

Base salary: $55,000 – $75,000 DOE + performance incentives/commission opportunities.

Benefits: Medical, dental, vision, life/AD 401(k) with employer contribution; paid vacation, sick time, and holidays.

About the Role

We’re seeking a client-focused Personal Lines Account Manager to service and grow a well-established book of home, auto, umbrella, and specialty personal lines accounts. You’ll be the day-to-day contact for clients—handling renewals, coverage changes, billing questions, and remarketing—while partnering closely with producers and carriers to deliver an exceptional client experience.

What You’ll Do

  • Own the client relationship: Respond to coverage questions, process endorsements, handle COIs/EOIs, mortgagee and lienholder changes, cancellations/reinstatements, and billing inquiries.
  • Renewals & remarketing: Review coverage and pricing, run comparisons, negotiate with carriers, and present options to maximize value and retention.
  • New business support: Prepare quotes, binders, ID cards, and onboarding documentation; ensure smooth hand-offs from producers.
  • Claims advocacy: Guide clients through FNOL, monitor status, and help resolve issues with adjusters.
  • Documentation & compliance: Maintain thorough, timely activity notes and attach records in the AMS; follow agency workflows and Florida regulatory requirements.
  • Growth mindset: Identify cross-sell/upsell opportunities (umbrella, flood, valuables, recreational vehicles) and request referrals.
  • Carrier & vendor coordination: Build productive relationships to expedite underwriting, inspections, and policy issuance.

What You Bring

  • Licensing: Active Florida P&C 2-20 (or 4-40 with a plan to obtain 2-20).
  • Experience: 2–5+ years servicing personal lines accounts in an independent agency or brokerage setting (Florida market experience strongly preferred).
  • Technical skills: Proficiency with an agency management system (EPIC, AMS360, QQCatalyst, TAM/Applied, or similar) and carrier raters/portals.
  • Coverage knowledge: Solid grasp of HO-3/HO-6/DP-3, auto, umbrella, flood (NFIP & private), and coastal/market nuances; able to explain options in plain English.
  • Service excellence: Organized, detail-driven, and proactive with strong verbal/written communication and follow-through.
  • Team player: Comfortable collaborating with producers, account assistants, and carrier partners in a fast-moving environment.

Nice to Have

  • Prior experience with Florida carriers and CAT-exposed risks.
  • Designations (CISR, CISR-ELITE, CIC, CPRM, AINS) or willingness to pursue.
  • Bilingual (English/Spanish) a plus in the Tampa market.

Compensation & Benefits

  • Base salary: $55,000 – $75,000 DOE + performance incentives/commission opportunities.
  • Benefits: Medical, dental, vision, life/AD 401(k) with employer contribution; paid vacation, sick time, and holidays.
  • Professional development: Tuition/CE reimbursement and support for industry designations.
  • Work setup: Hybrid flexibility after ramp-up (role may require some in-office days for client/carrier meetings).

Vacancy posted a month ago
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