Insurance Account Manager

The Juris Agency; Florida; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Life Insurance

Disability Insurance

PTO

401k Plan

Bonuses

Career Growth Opportunities

License Support

Holidays Off

Job summary

DTRT Insurance Group in Florida is hiring an Insurance Account Manager to serve as the trusted advisor for a defined client base. You will deliver accurate guidance, ensure timely service, and help clients secure the best available coverage options.

The role offers a base salary range from $45,000 to $65,000, with full health, life, and disability insurance paid by the employer, plus paid time off and 401(k) with company contributions. Weekend days are off and growth opportunities exist.

Qualifications

• Active Florida P&C license required.
• Excellent attention to detail and organizational skills.
• Strong communication and customer service abilities.

Responsibilities

• Serve as trusted advisor for an assigned group of clients.
• Understand client needs and match them with optimal coverage solutions.
• Process new policies, renewals, endorsements, and updates with accuracy.
• Round out accounts by identifying coverage gaps and offering suitable options.
• Communicate with carriers and underwriters to secure favorable outcomes.
• Support ongoing retention efforts through strong relationship management.

Skills

P&C Experience

Detail Oriented

Customer Service

Communication Skills

Education

Florida Insurance License (4-40 / 2-20 / 20-44)

Tools

AMS/CRM Systems

Quoters

MS Office

Job description

Job Description

Founded in 1999, DTRT Insurance Group is recognized as one of Florida's premier independent insurance agencies. With established offices in Coral Springs, Deerfield Beach, Homestead, and Key Largo, we serve a broad and diverse client base. 95% of all carriers operating in Florida, we offer proper access, unmatched flexibility, and a market advantage that empowers our sales professionals to deliver tailored solutions with confidence. We invest in our people, celebrate high performance, and build long-term careers that reflect pride, purpose, and excellence. Team members consistently value our purpose-driven mission, unlimited earning potential, and the real opportunities for advancement that define the DTRT experience.

We are seeking a dedicated Insurance Account Manager who can deliver exceptional service to our clients while maintaining strong attention to detail. In this role, you will serve as the trusted advisor for an assigned set of accounts, ensuring clients receive accurate guidance, timely service, and the best available coverage options. You will work in a professional and supportive environment with the tools, training, and leadership needed to excel.

• Base salary starting at $45,000-$65,000 based on experience
• 100% employer-paid health, life, and disability insurance
• Paid time off increases based on tenure
• Paid holidays
• Monday through Friday schedule with evenings and weekends off
• 401(k) with employer contributions
• Bonus opportunities
• Retirement benefits and strong career growth opportunities
• Professional work environment with personal workspace and equipment provided

Benefits

• Paid Time Off (PTO)
• Dental Insurance
• Disability Insurance
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings off
• Weekends off
• Bonus Opportunities
• Licensing Assistance
• Holidays Off
• Paid Holidays
• 401k Plan
• Professional Development
• Mentorship
• Ongoing Training Seminars
• Professional Work Environment
• Equipment Provided
• Personal Workspace
• 100% Employer-Paid Health Insurance
• 100% Employer-Paid Life Insurance
• 100% Employer-Paid Short-Term and Long-Term Disability

Responsibilities

• Serve as the trusted advisor for an assigned group of clients
• Understand client needs and match them with optimal coverage solutions
• Process new policies, renewals, endorsements, and updates with accuracy
• Round out accounts by identifying coverage gaps and offering suitable options
• Communicate with carriers and underwriters to secure favorable outcomes
• Support ongoing retention efforts through strong relationship management

Requirements

• Previous Property & Casualty experience required
• Active Florida insurance license such as 4-40, 2-20, or 20-44
• Strong command of Microsoft applications, AMS or CRM systems, and quoters
• Excellent attention to detail and strong organizational skills
• High-level communication and customer service abilities
• Tech-savvy with the ability to learn new systems quickly