Account Manager

About the role

One Insurance Services specializes in providing comprehensive insurance solutions tailored to a diverse range of clients. As we continue to grow, we’re looking for a Personal Lines Account Manager to support our high-net-worth clientele with expert guidance and personalized service.

Key Responsibilities

• Develop a deep understanding of the unique needs of mid-sized to high-net-worth individuals and deliver tailored insurance strategies
• Manage and assess clients' insurance needs, offering expert advice on personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and other specialized coverages
• Guide clients through the insurance process—from policy selection to claims support
• Build and maintain strong client relationships, ensuring timely service and support
• Collaborate with insurance carriers to secure optimal coverage and pricing
• Oversee policy renewals, adjustments, and inquiries with accuracy and efficiency
• Follow up with clients to address concerns and ensure satisfaction
• Gather and organize required documentation for quoting and binding policies
• Identify opportunities for cross-selling and up-selling within your book of business
• Support the sales team with high-net-worth client acquisition by providing product expertise
• Perform other duties as assigned

Qualifications

• Experience: 5–7 years of experience in personal lines insurance, with a focus on mid- to high-net-worth clients
• Proven ability to manage complex portfolios and deliver exceptional service
• Experience negotiating with underwriters and carriers on behalf of clients
• Education & Certifications: Active Florida 220 Insurance License (required), high school diploma (required); college degree preferred, professional designations such as CPCU, ARM, or CIC are highly desirable
• Bilingual (English/Spanish) is a plus

Skills

• Deep knowledge of personal insurance products and Florida insurance markets
• Strong interpersonal and communication skills
• High attention to detail and excellent organizational abilities
• Ability to work independently while collaborating in a fast-paced, team-oriented environment