Personal Lines Account Manager Assistant

About the role

This position is a five-day-a-week on-site role based out of our regional office location(s), with a schedule from 8:30 am to 5:00 pm. The Account Manager Assistant provides support to the Account Management team with assistance in various duties, such as processing carrier endorsements, carrier cancellations, claim follow-up, email distribution from the department inbox, downloading reports, client ID cards, and mortgage evidence of insurance.

As part of the Personal Lines Insurance team, you will:

• Process day-to-day requests from internal and external clients.
• Handle policy change requests and endorsements, including adding vehicles, mortgagee clauses, and additional insureds due to certificate requests.
• Update the agency management system for non-download items.
• Assist with timely renewals and processing of policies.
• Facilitate answering internal phone calls.
• Provide administrative support, including front desk responsibilities such as greeting visitors, managing phone calls, and maintaining a welcoming office environment.

Requirements

• High school diploma or equivalent.
• 4-40 Florida insurance license required within 90 days of hire.
• Proficiency with MS Office, including Excel.
• Excellent customer service skills.

Preferred Qualifications

These additional qualifications are a plus but not required:

• At least one year of insurance agency experience.
• Bachelor’s degree or higher.
• Active and current 2-20 insurance license.
• Experience with EPIC, Sagitta, and Image Right.

We encourage candidates who may not meet all the listed qualifications to apply if they are close.

Benefits

• Generous time off, including personal and volunteering days.
• Tuition reimbursement and professional development opportunities.
• Hybrid and flexible work options.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Competitive compensation.
• Entrepreneurial leadership.
• Unmatched, scalable resources.
• Commitment to core values.
• Inclusive culture.