Personal Lines Account Manager

This is a fully remote position, open to applicants in Florida.

📋 Description

• Cultivate and enhance relationships with clients, carriers, producers, and internal stakeholders.

• Oversee policy modifications, endorsements, billing questions, and service-related inquiries.

• Analyze policy documentation and adjustments to ensure alignment with carrier requirements, agency protocols, and compliance regulations.

• Manage the onboarding process for new business from sales to ongoing account management.

• Recognize coverage deficiencies, opportunities for account rounding, and additional client requirements.

• Promote effective communication among clients, carriers, and internal teams to address and resolve issues.

• Assist in remarketing initiatives and account management throughout the policy lifecycle.

• Ensure precise documentation, account records, and system updates are maintained.

• Provide responsive, top-quality client service and coverage advice for personal lines accounts.

⛳️ Requirements

• 2 to 4 years of experience in sales, account management, customer service, insurance servicing, or a similar client-facing position.

• High School Diploma, GED, or an Associate Degree in Business Administration or a related discipline.

• Florida 2-20 Property & Casualty Insurance License or Florida 20-44 Personal Lines Insurance License.

• Comprehensive understanding of personal lines insurance products, coverage concepts, underwriting principles, and client service practices.

• Exceptional verbal and written communication abilities.

• Strong organizational and time management skills.

• Capacity to build and sustain strong client relationships while delivering exceptional service.

• Proficiency in CRM systems, Microsoft Office Suite, and various business technology tools.

• Experience in the Property & Casualty insurance sector is a significant advantage.

• A Bachelor's Degree in Business Administration, Marketing, Sales, or a related field is a beneficial addition.

• Familiarity with multiple insurance carriers and agency management systems is a valuable asset.

• Understanding of account remarketing, account rounding, and cross-selling opportunities is advantageous.

• Proven ability to identify coverage gaps and assist producers in fulfilling client needs is a valuable trait.

• Ongoing professional development, insurance coursework, or industry designations are considered beneficial.

🏝️ Benefits

• Multiple medical plan options, with preventive care covered at 100%.

• Complimentary virtual medical and mental healthcare for employees and their families.

• Dedicated healthcare concierge service.

• Employer-funded short-term and long-term disability coverage.

• Paid parental leave.

• Personalized paid time off (PTO) without conventional accruals.

• Separate sick leave.

• Competitive 401(k) company matching program.

• Comprehensive dental and vision insurance coverage.

• Employee Assistance Program offering confidential mental health, legal, financial, and work-life support.

• Company-paid holidays.

• Potential for supplemental compensation, which may include performance-based bonuses, commissions, or equity, subject to eligibility requirements.