Licensed Insurance Customer Service Account Manager

The Berk Insurance Agency; Palm Coast (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training

Job summary

The Berk Insurance Agency is seeking an Account Manager in Florida to serve as the main contact for existing clients, handling questions, endorsements, renewals, and policy care. You will review accounts, identify coverage gaps, and coordinate with the sales team for smooth transitions for new policyholders.

The role emphasizes accurate documentation, cross-selling opportunities, and ongoing participation in training to stay current with carrier changes and improve client outcomes.

Qualifications

• Active Florida 2-20 or 4-40 license
• At least one year of property and casualty insurance experience
• Ability to prepare accurate insurance quotes and explain coverage options
• Comfort identifying cross-selling opportunities that fit clients’ needs
• Experience using agency management software
• Strong organizational skills and attention to detail

Responsibilities

• Serve as the main point of contact for our existing clients, answering questions and resolving policy concerns with care.
• Process policy endorsements, renewals, and cancellations while ensuring all documentation is precise.
• Conduct comprehensive account reviews to identify gaps in coverage and suggest necessary adjustments.
• Collaborate with our sales team to provide a seamless transition for new policyholders after they sign on.
• Document all client interactions thoroughly to keep our records accurate and helpful for the entire team.
• Actively participate in office training sessions to stay sharp on carrier updates and industry changes.

Skills

Account management

Client communication

Cross-selling

Attention to detail

Customer service

Team collaboration

Tools

Agency management software

Microsoft Office

Job description

At The Berk Insurance Agency, we’re looking for an Account Manager who wants to build a career, grow their skills, and increase their earning potential. You’ll work in a supportive, energetic office where you can learn the insurance business, take on new challenges, and build lasting relationships with clients. We value people who communicate well, help their teammates, and take pride in finding the right solutions for customers. If you’re motivated to grow professionally and financially while working with a team that supports your success, we’d love to meet you.

Benefits

• Mon-Fri Schedule
• Career Growth Opportunities
• Hands on Training

Responsibilities

Serve as the main point of contact for our existing clients, answering questions and resolving policy concerns with care.

Process policy endorsements, renewals, and cancellations while ensuring all documentation is precise.

Conduct comprehensive account reviews to identify gaps in coverage and suggest necessary adjustments.

Collaborate with our sales team to provide a seamless transition for new policyholders after they sign on.

Document all client interactions thoroughly to keep our records accurate and helpful for the entire team.

Actively participate in office training sessions to stay sharp on carrier updates and industry changes.

• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.

Requirements

Active Florida 2-20 or 4-40 insurance license

At least one year of property and casualty insurance experience, preferably in account management or customer service

Ability to prepare accurate insurance quotes and explain coverage options

Confidence identifying cross-selling opportunities that fit clients’ needs

Comfort asking satisfied clients for five-star Google reviews

Ability to handle client questions with patience, accuracy, and professionalism

Comfortable using agency management software and Microsoft Office

Strong organizational skills and attention to detail