Personal Lines Account Manager

Sarasota, Florida
Feb 05, 2024
Apr 05, 2024
Full Time

Personal Lines Account Manager

Job Location: Confidential (Fort Myers or Sarasota)

Job Type: Full-Time

Our client, a leading company in the insurance industry, is seeking a Personal Lines Account Manager to join their team. This is an excellent opportunity to work in a supportive and growth-oriented environment.

Primary Responsibilities and Duties:


  • Handle client requests, including coverage amendments, vehicle changes, and more, received via phone, mail, or electronically.
  • Follow up on servicing requests to ensure proper completion and document activities in the management system.
  • Explain coverages to policyholders and answer their questions.
  • Maintain contact information for active policyholders.
  • Assist clients with payment processing.
  • Monitor policy renewals and handle underwriting issues.
  • Assist clients with claims reporting and follow-up.
  • Perform miscellaneous duties as assigned by agency management.

New Business:

  • Review client accounts for additional lines of business needs.
  • Actively seek referrals from existing clients.
  • Pre-qualify and analyze the needs of prospects.
  • Rate coverage, present offers, and prepare necessary documents for new business proposals.
  • Maintain communication and documents in the agency management system.

Professional/Organizational Development:

  • Prioritize and manage workflows efficiently and accurately.
  • Stay informed about industry information, carrier updates, and technology advancements.
  • Maintain effective communication skills.
  • Ensure compliance with insurance licensing requirements.
  • Pursue expertise in the agency management system.

Compensation and Benefits:

  • Total Compensation Range: $50,000-$65,000.
  • Bonus opportunities on new business.
  • Paid time off for holidays, vacations, and sick time.
  • 401(k) matching.
  • Comprehensive medical, dental, and vision insurance (100% of employee's medical coverage premiums are covered).
  • Short-term disability and group life insurance options.

Qualifications and Education Requirements:

  • Active P&C license.
  • Ongoing compliance with continuing education (CE) requirements to maintain the license.
  • 4+ years of personal lines Account Management experience.
  • Proficiency in PC applications, including MS Office (Excel, Word, PowerPoint, and Outlook).
  • High School Diploma (or equivalent).

Preferred Skills:

  • Ability to work independently and collaboratively within a team.
  • Strong analytical and decision-making skills.
  • Excellent multitasking, prioritization, and organizational skills.
  • Knowledge of the Applied Epic system is a plus.
  • Proven customer service skills.
  • Clear and concise written and verbal communication abilities.
  • Highly organized and detail-oriented.

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