Personal Lines Account Manager

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:

Servicing/Retention:

• 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.