Personal Lines Account Executive

IAT Inc; Tampa (FL); Hybrid; USD 32,000 - 39,000; Full time

Benefits offered by this job

6 paid holidays

10 paid vacation days- Yr 1, 15 days y

Job summary

IAT Inc, a small, independent, family-owned personal lines agency in Tampa, seeks a Personal Lines Account Executive to service and manage existing client accounts with care and professionalism.

You will work hybrid, coordinating with clients, carriers, and staff to ensure policies stay current, questions are answered promptly, and coverage continues to meet evolving needs while delivering exemplary service.

Qualifications

• Active Florida 2-20 or 4-40 Property & Casualty License.
• 1–3 years of experience quoting, writing, and servicing personal lines insurance.
• Experience with homeowners, auto, umbrella, watercraft.

Responsibilities

• Manage all aspects of existing personal lines policies, including policy changes, endorsements, coverage adjustments, and other servicing needs.
• Provide knowledgeable, personalized assistance to clients and clearly explain policy coverages, options, and changes.
• Respond promptly and professionally to client questions, requests, and concerns.
• Document all transactions, client conversations, policy changes, and follow-up activities accurately in the agency management system.
• Identify and resolve client issues while escalating matters when appropriate.
• Review existing policies prior to renewal to identify significant changes in the client's needs and ensure coverage continues to provide appropriate value.
• Handle rewrites related to non-renewals and cancellations when necessary.
• Respond to and manage carrier underwriting requests on established policies.
• Quote and write overflow new business as needed.
• Assist clients who visit the office and provide a welcoming, professional experience.

Skills

Client communication

Organization & follow-through

Attention to detail

Ownership & accountability

Tools

Agency management system

Job description

Job Description

Job Description

Personal Lines Account Executive

Location: Tampa, Florida

Position: Full-Time, Hybrid

Compensation: $23–$28 per hour + Benefits

About Us

We are a small, independent, family-owned personal lines insurance agency based in Tampa, Florida. Our clients come to us from across the United States because of our exceptional, personalized service and our commitment to helping them identify and close gaps in their insurance coverage.

We specialize in customized, cost-conscious insurance solutions for high-net-worth individuals and families, with a focus on personal attention, consistency, responsiveness, and long-term relationships.

We are looking for a Personal Lines Account Executive who shares our commitment to exceptional client service and takes pride in being knowledgeable, responsive, organized, and proactive.

Position Summary

The Personal Lines Account Executive is responsible for servicing and managing all aspects of existing personal lines client accounts. This role involves working closely with clients, carriers, and the agency team to ensure policies are properly maintained, client questions are answered promptly, and coverage continues to meet each client's evolving needs.

The ideal candidate is detail-oriented, enjoys building client relationships, communicates professionally, and can confidently manage multiple priorities in a fast-paced agency environment.

Essential Duties & Responsibilities

• Manage all aspects of existing personal lines policies, including policy changes, endorsements, coverage adjustments, and other servicing needs.
• Provide knowledgeable, personalized assistance to clients and clearly explain policy coverages, options, and changes.
• Respond promptly and professionally to client questions, requests, and concerns.
• Document all transactions, client conversations, policy changes, and follow-up activities accurately in the agency management system.
• Identify and resolve client issues while escalating matters when appropriate.
• Review existing policies prior to renewal to identify significant changes in the client's needs and ensure coverage continues to provide appropriate value.
• Handle rewrites related to non-renewals and cancellations when necessary.
• Respond to and manage carrier underwriting requests on established policies.
• Quote and write overflow new business as needed.
• Assist clients who visit the office and provide a welcoming, professional experience.
• Apply and process client payments.
• Assist with overflow incoming calls.
• Proactively identify opportunities to improve efficiency, organization, and client service.
• Work collaboratively with the agency team to ensure clients receive consistent, timely, and exceptional service.

Qualifications

Required:

• Active Florida 2-20 or 4-40 Property & Casualty License.
• 1–3 years of experience quoting, writing, and servicing personal lines insurance, including:
• Homeowners
• Auto
• Umbrella
• Watercraft
• Experience using an agency management system.
• Strong communication, organizational, and follow-through skills.
• Ability to manage multiple priorities while maintaining a high level of attention to detail.
• A genuine commitment to providing exceptional client service.

Preferred, but not required:

• Experience working with high-net-worth clients.
• Experience working with non-admitted or specialty insurance carriers.
• Experience with complex personal lines accounts.

What We Offer

• $23–$28 per hour, based on experience and qualifications
• 6 paid holidays
• 10 paid vacation days- Yr 1, 15 days yr2+
• Medical insurance
• Dental insurance
• 401(k) with employer match
• A professional, collaborative, family-oriented work environment
• The opportunity to develop long-term relationships with clients and become an integral part of a boutique insurance agency

This is an in-office position in Tampa, Florida with hybrid opportunity up to 2 days per week after training based on performance, experience, and demonstrated ability to work independently.

The Ideal Candidate

We are looking for someone who takes ownership of their work, follows through on commitments, and understands that exceptional insurance service is about more than simply processing transactions. Our clients value responsiveness, consistency, attention to detail, and a trusted relationship with their insurance professional.

If you enjoy working with clients, solving problems, and being part of a small team where your contributions matter, we'd love to hear from you.

Company Description

We are a small, independent, family-owned personal lines insurance agency based in Tampa, Florida. Our clients come to us from across the United States because of our exceptional, personalized service and our commitment to helping them identify and close gaps in their insurance coverage. We partner with over 30 insurance companies and brokers and write business in 35 states.

Company Description

We are a small, independent, family-owned personal lines insurance agency based in Tampa, Florida. Our clients come to us from across the United States because of our exceptional, personalized service and our commitment to helping them identify and close gaps in their insurance coverage. We partner with over 30 insurance companies and brokers and write business in 35 states.