Personal Lines Account Manager

Patriot Growth Insurance Services and Partner Agencies • Punta Gorda, FL

1d • Onsite

About The Position

We are seeking a dedicated and detail-oriented Personal Lines Account Manager to join our team in Punta Gorda, FL. This role is responsible for managing a portfolio of personal insurance accounts by delivering proactive client service, supporting renewals and policy servicing activity, and providing thoughtful coverage recommendations to meet client needs. The ideal candidate has a strong background in personal insurance, excellent communication skills, and a client-first mindset. If you thrive in a fast-paced, collaborative environment and are passionate about building lasting client relationships, we encourage you to apply.

Requirements

• Experience in Personal Lines Property & Casualty Insurance, including home, auto, umbrella, and specialty lines required.
• Active Florida Property & Casualty insurance license required.
• High school diploma or equivalent required.
• Strong written and verbal communication skills with the ability to build and maintain professional relationships.
• Proficiency with Microsoft Office Suite required.
• Strong interpersonal skills and commitment to delivering exceptional client service.
• Ability to build and maintain strong relationships with clients, peers, and carrier partners.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Authorized to work in the U.S. without sponsorship.

Nice To Haves

• Bilingual Spanish/English skills preferred but not required.

Responsibilities

• Deliver responsive, high-quality service while serving as a primary point of contact for personal lines clients, addressing policy inquiries, renewals, endorsements, billing questions, and service requests.
• Handle incoming service requests from existing clients while delivering exceptional customer service and timely follow-up.
• Review client accounts to identify eligible discounts, coverage gaps, and personalized insurance recommendations aligned with client needs.
• Re-evaluate coverage limits and policy structures to ensure clients remain appropriately insured and informed about available coverage options.
• Requote and remarket personal lines insurance products as needed or requested to maintain competitive pricing and appropriate coverage.
• Support sales agents and collaborate with internal team members to provide seamless service and support agency growth and retention efforts.
• Develop and maintain strong professional relationships with clients, carrier representatives, and team members to support long-term account success.
• Maintain accurate and timely documentation within agency systems, ensuring policy information, communications, and account activity remain current.
• Assist clients with policy changes, billing inquiries, and coverage questions while providing professional guidance and support.
• Stay informed on industry trends, carrier products, insurance regulations, and best practices through ongoing professional development.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED