Client-Driven Personal Lines Insurance Manager

Sihle-Insurance-Group-1; Florida; On-site; USD 52,000 - 90,000; Full time

Benefits offered by this job

100% company paid medical and dental

100% company paid life insurance

Company-matched 401(k)

HSA contribution

EAP access

Bonus incentive

Flexible work options

Career growth & development

Community involvement

Family-owned values

Job summary

Sihle Insurance Group, a family-owned independent agency in Florida, seeks a qualified insurance professional to manage an assigned book of personal insurance, respond to client inquiries, and recommend appropriate coverage options. The role emphasizes service excellence, renewals, and policy changes to meet client needs.

Requirements include a Florida Property & Casualty license, 3–5 years of agency experience, high school diploma, and strong customer service skills.

Qualifications

• High school diploma or higher.
• Active Florida Property and Casualty license (4-40, 2-20, or 20-44).
• Minimum 3–5 years of agency or relevant insurance experience.
• Bilingual in Spanish and English is a plus.
• Advanced customer service skills.
• Proficiency in Microsoft Word and Outlook; Applied Epic experience is a plus.

Responsibilities

• Manage an assigned book of personal insurance business and serve as a primary point of contact for clients.
• Respond promptly and professionally to client questions, requests, and service needs.
• Recommend appropriate coverage options, limits, deductibles, endorsements, and other policy modifications based on identified needs and client preferences.
• Explain coverage, policy provisions, exclusions, limits, deductibles, endorsements, and other relevant insurance considerations in a clear and understandable manner.
• Review renewal terms and identify changes in premiums, coverage, underwriting requirements, or client circumstances.
• Communicate renewal options and recommendations to clients and coordinate timely completion of renewal activities.
• Process endorsements, policy changes, certificates or evidence of insurance, billing inquiries, cancellations, reinstatements, and other routine account servicing activities as appropriate.
• Identify opportunities to retain and grow the assigned book of business through account rounding, cross-selling, and additional lines of insurance.
• Maintain complete, accurate, and current client and policy information in the agency management system.

Skills

Customer service

Bilingual (Spanish/English)

Microsoft Word & Outlook

Education

High school diploma

Florida Property & Casualty license (4-40/2-20/20-44)

Tools

Applied Epic

Job description

Sihle Insurance Group, a family-owned independent agency in Florida, seeks a qualified insurance professional to manage an assigned book of personal insurance, respond to client inquiries, and recommend appropriate coverage options. The role emphasizes service excellence, renewals, and policy changes to meet client needs.

Requirements include a Florida Property & Casualty license, 3–5 years of agency experience, high school diploma, and strong customer service skills.