Personal Lines Account Manager
Family First Financial
Job Description
Job Description
Family First Financial is a family-owned insurance agency, founded in 2006, with one mission: treat every client like family. Our team is built on trust, collaboration, integrity, and friendliness, and we help clients make confident, informed coverage decisions.
We're hiring a friendly, reliable Personal Lines Account Manager to help clients with policy changes and coverage questions and to support our sales and retention efforts. You'll start with in-office training, then enjoy a hybrid home/office schedule in a supportive, fun, client-focused team.
If you value a friendly work environment, teamwork, growth, and meaningful customer relationships, apply today!
Responsibilities
- Prepare home and auto renewal quotes so clients get the right coverage at a competitive price
- Keep client interactions, policy changes, and records current in our agency management system
- Gather applications, paperwork, and payments, send them to carriers, and finalize files accurately
- Review each client's needs, recommend the best coverage options, and process endorsements and updates
- Spot cross-sell opportunities to expand clients' coverage and earn significant commission
Requirements
- At least 3 years of experience in Florida independent agency home and auto insurance.
- Must hold a 2-20 or 20-44 insurance license (If you have a 4-40 license, we will sponsor you to take the test for a 20-44).
- Experience with Quoterush & EzLynx is highly desirable.
- Strong understanding of insurance coverage options and the products offered by the agency’s carriers.
- Excellent verbal, written, and interpersonal communication skills.
Benefits
- Paid Time Off (PTO)
- Flexible Schedule
- Hands on Training
- Tuition Reimbursement
- Mon-Fri Schedule
- Career Growth Opportunities
- Evenings Off
- Work from Home
- Commissions
- Retirement Plan
- Health Insurance
- Hybrid Remote Work Available After Probationary Period
- Commission and Bonus Opportunities
- Weekends Off
- Simple Plan IRA
- Fun & Friendly Co-workers
- Continuous Learning and Development
- We Invest In You
Vacancy posted 2 days ago
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