Account Manager

Space Coast Insurance Agency, LLC; Melbourne (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Space Coast Insurance Agency, LLC seeks an Account Manager in Melbourne, FL to manage a growing portfolio of personal and commercial clients. You will consult with clients, prepare quotes, process changes, and handle renewals while maintaining accurate records in the agency system.

You’ll coordinate with carriers and staff to ensure timely coverage and excellent service. The role emphasizes deepening client relationships, responsive support, and adherence to compliance in a busy Florida office

Qualifications

• Strong client relationship and service skills; respond promptly to client needs.
• Know-how of personal and commercial lines and policy options (FL P&C experience preferred).
• Accurate data entry, documentation, and time management in a fast-paced environment.
• Proficiency with agency management systems, CRM tools, and MS Office/Google Workspace.
• Ability to analyze coverage gaps and recommend solutions.
• Collaborative work style with carriers and teammates.

Responsibilities

• Manage and grow a portfolio of personal or commercial insurance clients.
• Prepare quotes, process policy changes, and handle renewals.
• Answer client inquiries and resolve issues; maintain accurate records.
• Coordinate with carriers, underwriters, and internal staff for policy placement.
• Identify opportunities to deepen client relationships and support agency growth.
• Provide timely, professional service aligned with agency standards.

Skills

Relationship skills

Insurance knowledge

Data entry & admin

Tech proficiency

Problem solving

Collaborative work

High school diploma

Florida license preferred

Insurance account experience

Education

High school diploma

Associate/Bachelor’s degree

Tools

Agency management systems

CRM tools

MS Office/Google Workspace

Job description

Company Description Space Coast Insurance Agency, LLC provides comprehensive, flexible, and affordable insurance coverage tailored to personal and business needs across the Space Coast and the State of Florida. The agency focuses on delivering protection and peace of mind through a wide range of insurance products and services. Clients can choose precise combinations of coverages today and adjust them as their needs evolve over time. Known as a preferred choice for knowledgeable business owners, the agency emphasizes long-term relationships, customized solutions, and responsive support.

Role Description The Account Manager is a full-time, on-site role based in Melbourne, FL, responsible for managing and growing a portfolio of personal or commercial insurance clients. Day-to-day tasks include consulting with clients to assess coverage needs, preparing quotes, processing policy changes, and handling renewals. The role involves answering client inquiries, resolving issues, and maintaining accurate records in agency management systems. The Account Manager will coordinate with carriers, underwriters, and internal team members to ensure timely and accurate policy placement and service. This role also includes identifying opportunities to deepen client relationships and support overall agency growth.

Qualifications

• Client relationship and service skills, including the ability to build trust, communicate clearly, and respond promptly to client needs.
• Insurance knowledge, such as familiarity with personal and commercial lines, policy structures, and coverage options (Florida P&C experience preferred).
• Administrative and organizational strengths, including accurate data entry, documentation, and time management in a fast-paced environment.
• Technology proficiency with agency management systems, CRM tools, and standard office software (e.g., Microsoft Office or Google Workspace).
• Problem-solving and analytical skills to assess coverage gaps, interpret policy language, and recommend appropriate solutions.
• Ability to work collaboratively with colleagues, carriers, and partners while maintaining a professional, ethical approach.
• High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field is beneficial.
• Active Florida insurance license (or ability to obtain within a defined timeframe) preferred.
• Prior experience in insurance, account management, or customer service is strongly advantageous.