Personal Lines Account Manager

What You’ll Love About Working Here

We are proud to offer an opportunity to join our supportive, relationship-driven environment where no two days are the same. As an independent insurance agency, our focus is on serving individuals, families, and businesses with the goal of making a difference. As part of our team, we encourage problem solving and independent thinking.

Job Responsibilities

• Process renewals for Personal Lines policies, ensuring accuracy, timely follow-up, and seamless continuation of coverage.
• Issue certificates of insurance and related policy documents in accordance with client and carrier requirements.
• Maintain and update client accounts within the agency management system (Agency Matrix) to ensure accurate policy information and detailed activity notes.
• Attach and organize policy documents, correspondence, and client files within the management system for efficient recordkeeping.
• Respond promptly and professionally to client and carrier emails, providing excellent customer service and policy support.
• Process policy changes, endorsements, cancellations, and reinstatements as needed.

Minimum Requirements

• Licenses: Property & Casualty (ANY state)
• 2 years of Personal Lines insurance experience with an independent insurance agency

Preferred Skills

• Some College; No Degree
• Licenses: Property & Casualty (FL)
• Areas of Expertise: Dwellings, Flood/Wind/Hail, High Value Homes, Homeowners & Renters, Motorcycles & ATVs, Personal Auto, Personal Liability/Personal Umbrella
• Management Rating Systems: Agency Matrix (will train)
• Computer Skills: Adobe, DocuSign, Zoom

Benefits

• Paid Vacation
• Paid Holidays
• Paid Sick Time
• Flexible Schedule
• Work From Home

Culture

Great Team Culture