Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a dynamic team. The ideal candidate will be a proactive professional with a passion for delivering exceptional client service and a strong ability to tailor insurance solutions to meet unique client needs.

Compensation Package

• Salary: $50,000 - $60,000 annually + bonus opportunities

Responsibilities

As a Personal Lines Account Manager, your key responsibilities will include:

• Marketing new business by analyzing client risk factors, preparing quotes, and presenting proposals via phone, email, or in-person meetings.
• Managing policy changes, Agent of Record changes, and ensuring accurate documentation in AMS360.
• Conducting thorough renewal reviews, identifying coverage changes, and re-marketing policies when necessary.
• Identifying opportunities to enhance client insurance programs with additional coverage options.
• Maintaining consistent and detailed communication with clients and prospects throughout the quoting and renewal processes.
• Handling billing processes, including creating agency bill invoices and ensuring timely payment collection.
• Providing prompt, accurate, and courteous service to clients.
• Managing claims by notifying insurance companies and ensuring efficient resolution.
• Attending Realtor and other professional organization meetings/events to foster relationships with referral sources.
• Staying informed about agency E&O guidelines and participating in carrier training opportunities for professional development.

Qualifications/Requirements

To excel in this role, candidates must meet the following qualifications:

• Minimum of three years of experience in a fast-paced retail insurance agency.
• Possession of a Florida General Lines 2-20 License (a 20-44 License will be considered with a commitment to obtaining a 2-20).
• Proficiency with agency management systems (experience with Vertafore’s AMS360 is preferred).
• Strong organizational and time management skills.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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