Personal Lines Account ManagerOur client is a well-established independent insurance agency based out of Miami, FL. With over five decades of insurance agency experience, they have a strong reputation for performance and client service excellence. The agency offers both personal and commercial insurance solutions.
Their business model revolves around working closely with their book of business, providing a personal and understanding touch. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.This is a full-time Personal Lines Account Manager role with remote, hybrid, or on-site flexibility. As a Personal Lines Account Manager, you will be responsible for servicing and managing an existing book of personal insurance business, building long-term client relationships, and supporting retention and account growth.
You will collaborate closely with producers and the service team to ensure a seamless client experience and contribute to the overall success of the agency. Your key responsibilities may include:Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewalsProcess endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detailConduct proactive policy reviews to identify coverage gaps and account rounding opportunitiesPrepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricingProvide responsive, solution oriented customer support via phone, email, and in person interactionsMaintain accurate documentation within the agency management system and adhere to compliance guidelinesPartner with producers and team members to support client retention, cross sell efforts, and overall client satisfaction