Personal Lines Account Coordinator

Acentria Insurance; Saint Augustine (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Acentria Insurance in Florida is seeking a Personal Lines Account Manager to handle daily client servicing, new and renewal business, and maintain exceptional client relations.

You will quote new business, process endorsements, review renewals, and collaborate with the team to craft coverage solutions that meet client needs while upholding service standards.

Requires 3+ years insurance experience and valid state licenses. Excellent communication and tech skills are essential to success.

Qualifications

• Minimum 3+ years insurance experience preferred.
• Must possess state required license (4-40, 2044 or 2-20).
• High School diploma or equivalent; some college helpful.

Responsibilities

• Process new business quotes, endorsements, and proposals.
• Retain and grow existing client book of business.
• Use discretion to craft solutions meeting client needs.
• Regularly collect and analyze client information and respond to coverage questions.
• Interact with clients professionally for endorsements and service requests.
• Participate in marketing and sales meetings.
• Review renewals and policy changes; process new policies.
• Adhere to customer service standards and corporate policies.

Skills

Client service

Computer skills

Professionalism

Communication

Education

Insurance license

High School diploma

Some college

Tools

CRM software

Microsoft Office

Policy management systems

Job description

The Personal Lines Account Manager is responsible for daily servicing of client including new and renewal business processing and maintenance of exceptional customer relations with the client. The Personal Lines Account Manager regularly interacts with the new and existing clients as needed and is responsible for devising creative solutions to meet client needs as to coverage.

Responsibilities

• New business quoting, proposal, sales, and development
• Account rounding and retention of existing clients
• Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
• Collect and analyze client information
• Regularly interact with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questions
• Participate in marketing and sales meetings
• Manage and retain existing book of business
• Review and process old and new renewals, new policies, and policy changes
• Handle questions, research, and resolve problems
• Adhere to agency customer service standards
• Exercising discretion and independent judgment on accounts including interviewing clients
• Assist in product determinations
• Interpret and implement company policies within the specific factual circumstances of each client
• Review processed policies as needed
• Perform other duties required to establish, service, and maintain accounts

Competencies & Qualifications

• Excellent client service skills to assist in retaining, developing, and growing a client base
• High competence with computers, programs, and software through the entire client life cycle
• Highly professional and self‑motivated
• Excellent communication and interpersonal skills

Education & Experience

• Minimum 3+ years insurance experience preferred
• Must possess state required 4‑40, 2044 or 2‑20 insurance license
• High School diploma or equivalent
• Some college helpful

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

FRP offers a comprehensive range of health‑related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company‑paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays and 2 floating holidays.