Personal Lines Account Manager

The Misch Group; Juno Beach (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive pay and benefits

Job summary

The Misch Group in Florida is seeking a Personal Lines Account Manager with Property & Casualty expertise to support our Personal Lines Department and help retain clients across the agency.

You will handle policy orders, quotes, renewals, and client communications, coordinating with carriers and internal teams to deliver competitive coverage and outstanding service.

Qualifications

• P&C license required.
• Experience working for an independent insurance agency.
• Experience servicing/quoting/marketing personal lines insurance with multiple carriers and wholesalers.
• Minimum of 5 years of experience as a Personal Lines Account Manager.
• Must be able to multitask and handle a heavy workload with minimal supervision.
• Effective communicator (verbal and written).
• Working knowledge of Applied Systems Epic management system.
• Insurance designation (preferred).

Responsibilities

• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients

Skills

P&C License

Independent agency experience

Personal lines insurance

5+ years Personal Lines AM

Multitasking

Effective communication

Insurance designation

Tools

Applied Systems Epic

Job description

Personal Lines Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: Florida

Compensation: $60,000 - $80,000 / year

Description

We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.

The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Role Expectations and Description:

The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.

Key Responsibilities

• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients

Skills, Knowledge and Expertise

• P&C License required
• Experience working for an independent insurance agency
• Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
• Minimum of 5 years of experience as a Personal Lines Account Manager
• Must be able to multi-task and handle a heavy workload with minimal supervision
• Effective communicator (verbal and written)
• Working knowledge of Applied Systems Epic management system
• Insurance designation (Preferred)

Benefits

Competitive Pay and benefits