Account Manager, Personal Lines

AssuredPartners; Lake Mary (FL); Remote; USD 55,000 - 75,000; Full time

Job summary

A leading insurance broker seeks an Account Manager for their Personal Lines department in Lake Mary, FL. This mid-senior level role focuses on client support and account management to deliver exceptional risk management solutions, offering a competitive salary and comprehensive benefits package.

Benefits

Generous Paid Time Off Package

Health benefit options

401(k) plan with company match

Wellness support

Mental health support

Pet benefits

Qualifications

• 1-3 years of Personal Line broker experience in the FL market.
• Proficient in client service through electronic, telephone, and in-person interaction.
• Strong written and verbal communication skills.

Responsibilities

• Maintain accurate client information and provide day-to-day client support.
• Assist in developing strong business relationships with insurance carriers.
• Ensure accuracy of account information for new and renewal policies.

Skills

Client Service

Problem Solving

Communication

Education

Property and Casualty License

Tools

Agency Management software

Microsoft Office

Job description

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Overview

As experts in protecting what matters most to individuals, we’re looking to bring on our next Account Manager to support our Personal Lines department and deliver exceptional risk management solutions to our growing client base .

Our Account Manager will partner with our sales team to facilitate day-to-day management of current clients' insurance programs, helping the world prepare for the unexpected.

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in growing their career in the insurance industry. Opportunity awaits you with us!

Why this Role?

• Build meaningful relationships with clients while providing them with impactful solutions
• High visibility to Senior Leadership – work alongside Client Services, Sales and Agency Leadership who prioritize your learning and development
• Opportunity for upward mobility and advancement opportunities across AssuredPartners!
  
  
  

This role is open to residents of Florida who are seeking remote opportunities.

What You'll Do

• Client Support
• Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries while delivering exceptional customer care.
• Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
  
• Account Management
• Maintain files with proper records according to company procedures. Follow company procedures to achieve positive audit results.
• Ensure accuracy of account information for new and renewal policies in accordance with client requests, processing change requests and endorsement checking, addressing proper exposures for policy rating, completing coverage reviews and gap analysis, and accurately transacting agency bill policies.
• Review all accounts receivable and policy cancellation notices according to Agency procedures recognizing that the Agency must process in a timely manner.
• Monitor renewal premium increases for remarketing based on the agency’s retention strategies.
• Secure documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
  
• Insurance Expertise
• Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
• Attend training and seek self-directed learning to continue education in industry and technical knowledge.
  
• Other duties as assigned
  
  

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

• Competitive base salary
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists
• Pet benefits & discounts
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
  
  
  

What You'll Need

• 1-3 years of Personal Line broker experience in FL market
• Property and Casualty License (20-44 or 2-20 required for remote or 4-40 for onsite role)
• Working knowledge of available personal lines coverages based on business and industry
• Proficient in providing client service through electronic, telephone, and in-person interaction
• Problem solving skills; strong written and verbal communication skills
• Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
  
  
  

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Consulting, and Customer Service

• Industries

  Insurance

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