Insurance Account Manager - Client Advocate & Growth

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

Benefits offered by this job

PTO

Dental Insurance

Disability Insurance

Tuition Reimbursement

Mon-Fri Schedule

401(k) Plan

Bonus Opportunities

Licensing Assistance

Holidays Off

Career Growth Opportunities

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

Job summary

DTRT Insurance Group in Florida is seeking an Insurance Account Manager to deliver exceptional service to our clients, acting as a trusted advisor for an assigned set of accounts and ensuring guidance, timely service, and optimal coverage options.

You will work in a professional environment with the tools, training, and leadership needed to excel, while handling policy processing, renewals, and carrier communications for strong retention and growth.

Qualifications

• Personal lines insurance experience preferred.
• Florida insurance license such as 4-40, 2-20, or 20-44 required.
• Strong communication and customer service skills.

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

Customer service

Attention to detail

Communication

Tech-savvy

Tools

CRM systems

AMS

Quoters

MS Office

Job description

DTRT Insurance Group in Florida is seeking an Insurance Account Manager to deliver exceptional service to our clients, acting as a trusted advisor for an assigned set of accounts and ensuring guidance, timely service, and optimal coverage options.

You will work in a professional environment with the tools, training, and leadership needed to excel, while handling policy processing, renewals, and carrier communications for strong retention and growth.