Personal Lines Account Manager

gpac; Kissimmee (FL); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Paid time off

HSA contribution

401(k) with match

Bonus incentives

Flexible work options

Training & education

Job summary

gpac is seeking an experienced Personal Lines Account Manager to support our growing insurance agency in Florida. The role focuses on building strong client relationships, managing a book of personal lines, and delivering responsive service with a detail-oriented approach.

You will assess coverage needs, explain options, and coordinate renewals while identifying cross-sell opportunities. A license in Florida is preferred, along with experience in Applied Epic and excellent communication skills.

Qualifications

• Advanced customer service skills.
• Proficiency in Microsoft Word and Outlook.
• Bilingual in Spanish and English is a plus.

Responsibilities

• Manage an assigned book of personal insurance business and serve as a primary point of contact for clients.
• Respond promptly and professionally to client questions, requests, and service needs.
• Recommend appropriate coverage options, limits, deductibles, endorsements, and other policy modifications based on identified needs and client preferences.
• Explain coverage, policy provisions, exclusions, limits, deductibles, endorsements, and other relevant insurance considerations in a clear and understandable manner.
• Review renewal terms and identify changes in premiums, coverage, underwriting requirements, or client circumstances.
• Communicate renewal option and recommendations to clients and coordinate timely completion of renewal activities.
• Process endorsements, policy changes, certificates or evidence of insurance, billing inquiries, cancellations, reinstatements, and other routine account servicing activities as appropriate.
• Identify opportunities to retain and grow the assigned book of business through account rounding, cross-selling, and additional lines of insurance.
• Maintain complete, accurate, and current client and policy information in the agency management system.

Skills

Customer service

Microsoft Word

Outlook

Bilingual (Spanish/English)

Education

High school diploma

Bachelor's degree preferred

Tools

Applied Epic

Job description

We are seeking an experienced and service-driven Personal Lines Account Manager to join our growing insurance agency. This role is ideal for someone who is highly organized, detail-oriented, and enjoys building strong relationships with clients. We offer a competitive compensation and benefits package along with opportunities for professional growth.

Key Responsibilities

• Manage an assigned book of personal insurance business and serve as a primary point of contact for clients.
• Respond promptly and professionally to client questions, requests, and service needs.
• Recommend appropriate coverage options, limits, deductibles, endorsements, and other policy modifications based on identified needs and client preferences.
• Explain coverage, policy provisions, exclusions, limits, deductibles, endorsements, and other relevant insurance considerations in a clear and understandable manner.
• Review renewal terms and identify changes in premiums, coverage, underwriting requirements, or client circumstances.
• Communicate renewal option and recommendations to clients and coordinate timely completion of renewal activities.
• Process endorsements, policy changes, certificates or evidence of insurance, billing inquiries, cancellations, reinstatements, and other routine account servicing activities as appropriate.
• Identify opportunities to retain and grow the assigned book of business through account rounding, cross-selling, and additional lines of insurance.
• Maintain complete, accurate, and current client and policy information in the agency management system.

Benefits for YOU!

• Competitive Salary & Benefits: Competitive salary and 100% company paid medical and dental benefits along with 100% company paid life insurance! Generous paid time off - Holidays, Sick, PTO, and Volunteer Time off.
• HSA Contribution: Company-paid HSA contribution with eligible plan selection.
• Employee Assistance Program: Access to the company-sponsored Employee Assistance Program (EAP).
• Retirement: Company match 401(k) plan.
• Incentives: Bonus incentive based on individual/agency performance.
• Flexible Work Options: Enjoy flexible work opportunities and a healthy work-life balance.
• Career Growth & Development: We believe in investing in your professional growth through ongoing training and continuing education opportunities.
• Family-Owned Values: As a family-owned business, we prioritize long‑term relationships and the well‑being of our team. You'll be part of a culture that celebrates integrity, trust, and a commitment to excellence.

Qualifications & Experience

• Minimum of 3-5 years of agency or relevant insurance experience.
• Active 4-40, 2-20, or 20-44 Florida Property and Casualty license required
• High school graduate; some college or a bachelor's degree preferred.
• Applied Epic experience is a plus.

Knowledge, Skills & Abilities

• Advanced customer service skills.
• Proficiency in Microsoft Word and Outlook.
• Bilingual in Spanish and English is a plus.

I look forward to discussing your career aspirations for a future role as a Personal Lines Account Manager.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.