Personal Lines Account Manager or Executive

The Jonus Group•Sanibel, FL

2d•$50,000 - $60,000

About The Position

Seeking a dedicated and experienced Personal Lines Account Manager to join a dynamic team. The ideal candidate will be a proactive professional with a passion for delivering exceptional client service and a strong ability to tailor insurance solutions to meet unique client needs.

Requirements

Minimum of three years of experience in a fast-paced retail insurance agency.
Possession of a Florida General Lines 2-20 License (a 20-44 License will be considered with a commitment to obtaining a 2-20).
Proficiency with agency management systems (experience with Vertafore’s AMS360 is preferred).
Strong organizational and time management skills.

Responsibilities

Marketing new business by analyzing client risk factors, preparing quotes, and presenting proposals via phone, email, or in-person meetings.
Managing policy changes, Agent of Record changes, and ensuring accurate documentation in AMS360.
Conducting thorough renewal reviews, identifying coverage changes, and re-marketing policies when necessary.
Identifying opportunities to enhance client insurance programs with additional coverage options.
Maintaining consistent and detailed communication with clients and prospects throughout the quoting and renewal processes.
Handling billing processes, including creating agency bill invoices and ensuring timely payment collection.
Providing prompt, accurate, and courteous service to clients.
Managing claims by notifying insurance companies and ensuring efficient resolution.
Attending Realtor and other professional organization meetings/events to foster relationships with referral sources.
Staying informed about agency E&O guidelines and participating in carrier training opportunities for professional development.