Personal Lines Account Advisor – Client-Focused Growth

OneGroup; Florida; On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

Job summary

OneGroup is seeking a Personal Insurance Client Advisor in Florida to join a collaborative team that protects client assets through comprehensive coverage and proactive service. You will respond to client requests, process changes and renewals, and advise on value beyond price, while maintaining strong carrier relationships.

You will work closely with sales and management to ensure accuracy, timely communication, and high-quality client service.

Qualifications

• High School Diploma or Equivalent.
• College Degree Preferred.
• Florida resident 4-40 license required; maintain license through continuing education.
• 1–3+ years of Insurance Experience preferred.
• Strong expertise and knowledge in policy coverage; customer service required.

Responsibilities

• Handle a book of business; build relationships with accounts and manage activities.
• Assist clients with policy changes, renewals and claims processing.
• Advise clients on value proposition beyond price; ensure comprehensive coverage.
• Conduct coverage and exposure reviews to ensure adequacy at loss.
• Reach out to new clients within 30-45 days of new business to introduce yourself.
• Review potential non-renewal issues with management and discuss with carriers for reinstatement or rewrite when needed.
• Quote and issue mid-term rewrites as exposures change; assist with renewals.

Skills

Insurance experience

Customer service

Policy knowledge

Word & Excel

Education

High School diploma or equivalent

College degree preferred

Job description

OneGroup is seeking a Personal Insurance Client Advisor in Florida to join a collaborative team that protects client assets through comprehensive coverage and proactive service. You will respond to client requests, process changes and renewals, and advise on value beyond price, while maintaining strong carrier relationships.

You will work closely with sales and management to ensure accuracy, timely communication, and high-quality client service.