Insurance Account Manager

About the role

Founded in 1999, DTRT Insurance Group is one of Florida’s leading independent insurance agencies, with offices in Coral Springs, Deerfield Beach, Homestead, and Key Largo. We represent 95% of the insurance carriers in the state, giving clients true one-stop access and giving producers a powerful advantage to close more business.

Responsibilities

- Serve as the trusted advisor for an assigned group of clients - Understand client needs and match them with optimal coverage solutions - Process new policies, renewals, endorsements, and updates with accuracy - Round out accounts by identifying coverage gaps and offering suitable options - Communicate with carriers and underwriters to secure favorable outcomes - Support ongoing retention efforts through strong relationship management

Requirements

- 1-3 years of personal lines insurance experience preferred - Active Florida insurance license such as 4-40, 2-20, or 20-44 - Strong command of Microsoft applications, AMS or CRM systems, and quoters - Excellent attention to detail and strong organizational skills - High-level communication and customer service abilities - Tech-savvy with the ability to learn new systems quickly

Qualifications

- Bachelor's degree in Business Administration, Finance, or related field (optional)

Skills

- Strong command of Microsoft applications, AMS or CRM systems, and quoters - Excellent attention to detail and strong organizational skills - High-level communication and customer service abilities - Tech-savvy with the ability to learn new systems quickly

Benefits

- Base salary starting at $45,000-65,000 based on experience - 100% employer-paid health, life, and disability insurance - Paid time off increases based on tenure - Paid holidays - Monday through Friday schedule with evenings and weekends off - 401(k) with employer contributions - Bonus opportunities - Retirement benefits and strong career growth opportunities - Professional work environment with personal workspace and equipment provided

Pay

Annual Base Salary + Bonus Opportunities

Schedule

Mon-Fri Schedule

Benefits

- Dental Insurance - Disability Insurance - Hands on Training - Tuition Reimbursement - Mentorship - Ongoing Training Seminars - Professional Development - Professional Work Environment - Equipment Provided - Personal Workspace - 100% Employer-Paid Health Insurance - 100% Employer-Paid Life Insurance - 100% Employer-Paid Short-Term and Long-Term Disability

Location

Key Largo, FL, 33037, US

Job Type

Full-Time

Job Category

Customer Service Representative

Remote Type

No