Personal Lines Account Manager
Job Description
Job Description
Job Title: Personal Lines Account Manager
Location: West Palm Beach, FL
Employment Type: Full-Time
About Us
We are a growing independent insurance agency focused on providing exceptional service, personalized coverage options, and long-term client relationships. Our team values professionalism, teamwork, and a supportive environment where employees can grow their careers.
Position Overview
We are seeking a motivated and customer-focused Personal Lines Account Manager to join our team. In this role, you will be responsible for managing a book of personal lines clients, ensuring their insurance needs are met with accuracy, efficiency, and care. The ideal candidate will have strong communication skills, attention to detail, and a passion for building lasting client relationships.
Key Responsibilities
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Manage an assigned book of personal lines clients (auto, home, umbrella, etc.)
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Provide excellent customer service by responding to client inquiries, processing policy changes, and resolving billing or coverage questions
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Prepare quotes, remarkets, and renewals to ensure competitive coverage and pricing
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Educate clients on available coverage options and identify opportunities for cross-selling
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Maintain accurate client records within the agency management system
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Support producers and team members as needed to deliver a seamless client experience
Qualifications
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Current 4-40 Customer Representative License or 2-20 General Lines Agent License (preferred but not required)
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If not licensed, we will support the right candidate in obtaining the required licensing
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Strong customer service skills with the ability to communicate clearly and professionally
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Proficient with computers and able to quickly learn agency management systems
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Detail-oriented, organized, and able to manage multiple tasks effectively
What We Offer
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Competitive salary with performance-based incentives
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Licensing assistance and paid training (if not currently licensed)
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100% employer funded health insurance
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Opportunities for professional development and career growth
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Supportive, team-oriented work environment