Insurance Account Manager

The Juris Agency; Key Largo (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

100% Employer-Paid Health Insurance

100% Employer-Paid Life Insurance

100% Employer-Paid Short-Term and Long

Long-Term Disability

Paid Time Off

Job summary

DTRT Insurance Group is seeking an Insurance Account Manager in Florida to deliver exceptional service as a trusted advisor for an assigned client group. You will guide clients to optimal coverage options and process policies with precision.

The role emphasizes relationship management, accuracy, and strong communication. Competitive salary with comprehensive benefits and growth potential in a supportive team environment.

Qualifications

• Personal lines experience preferred.
• 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.

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.

Skills

Attention to detail

Communication

Customer service

Organizational skills

Tech-savviness

Education

Florida insurance license (4-40/2-20/20-44)

Tools

Microsoft applications

AMS/CRM systems

Quoters

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 years of personal lines insurance experience preferred
• 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