Personal Lines Account Manager
About The Position
As a Personal Lines Account Manager, you'll play a key role in delivering exceptional client service while helping individuals and families protect what matters most. This position combines relationship management, policy servicing, coverage consultation, and account retention to create a seamless insurance experience for clients. You'll manage a book of personal lines business, partnering with clients, carrier representatives, and internal team members to support ongoing service needs, renewal activity, and coverage recommendations. Success in this role comes from balancing strong technical insurance knowledge with a proactive, client-first approach.
Requirements
- Experience in Personal Lines Property & Casualty Insurance, including home, auto, umbrella, and specialty lines.
- Active Florida Property & Casualty insurance license.
- High school diploma or equivalent.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office Suite.
- Strong interpersonal and relationship-building skills.
- Ability to provide exceptional customer service while managing multiple client accounts.
- Highly organized with strong attention to detail and follow-through.
- Authorized to work in the United States without sponsorship.
Nice To Haves
- Bilingual Spanish/English language skills.
- Experience reviewing coverage gaps and recommending appropriate policy enhancements.
- Previous experience remarketing personal lines accounts and evaluating multiple carrier options.
- Familiarity with agency management systems and carrier servicing platforms.
- Knowledge of current personal lines market trends and carrier products.
Responsibilities
- Serve as a trusted point of contact for personal lines clients by providing responsive, high-quality service and timely follow-up.
- Review accounts and recommend coverage enhancements, discounts, and policy adjustments that align with clients' evolving needs.
- Manage endorsements, renewals, billing questions, and service requests while maintaining a positive client experience.
- Remarket and re-quote policies when appropriate to help clients secure competitive pricing and suitable coverage options.
- Collaborate with sales agents, carrier partners, and internal team members to support retention, growth, and client satisfaction.
- Maintain accurate account documentation and policy records to ensure efficient servicing and regulatory compliance.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
