Personal Lines Account Manager
About The Position
Our client is a well-established independent insurance agency based out of Miami, FL. With over five decades of insurance agency experience, they have a strong reputation for performance and client service excellence. The agency offers both personal and commercial insurance solutions. Their business model revolves around working closely with their book of business, providing a personal and understanding touch. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built. This is a full-time Personal Lines Account Manager role with remote, hybrid, or on-site flexibility. As a Personal Lines Account Manager, you will be responsible for servicing and managing an existing book of personal insurance business, building long-term client relationships, and supporting retention and account growth. You will collaborate closely with producers and the service team to ensure a seamless client experience and contribute to the overall success of the agency.
Requirements
- Minimum of 2 years of Personal Insurance Account Management experience required
- Strong professionalism and ethical standards
- Consistent follow through on deadlines meetings and client commitments
- Must be located within a 3 hour drive of Miami, FL and able to commute to the office as required
Nice To Haves
- Enjoys helping clients and building lasting relationships
- Able to offer creative and innovative solutions
- Engaged in civic or professional associations
- Strong communicator who understands how to align agency resources with client needs
- Detail oriented and accountable
- Values community involvement and long term client partnerships
Responsibilities
- Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
- Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail
- Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities
- Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing
- Provide responsive, solution oriented customer support via phone, email, and in person interactions
- Maintain accurate documentation within the agency management system and adhere to compliance guidelines
- Partner with producers and team members to support client retention, cross sell efforts, and overall client satisfaction
Benefits
- 100% health insurance
- 401(k) with company match (up to 3%)
- Group disability and life insurance
- 15 days PTO while on salary.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
