Personal Lines Account Manager

Impact Performance Team; Miami (FL); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

100% health insurance

401(k) with company match

Group disability and life insurance

15 days PTO

Job summary

Impact Performance Team is seeking a Full-Time Personal Lines Account Manager located in Miami, FL. This role offers remote, hybrid, or on-site flexibility. The ideal candidate will manage a portfolio of personal lines accounts, build long-term client relationships, and support retention efforts.

Compensation starts at $65,000 to $85,000 based on experience, and includes benefits such as 100% health insurance and a 401(k) plan with company match.

Qualifications

• Minimum of 2 years of Personal Insurance Account Management experience required.
• Strong professionalism and ethical standards.
• Detail oriented and accountable.

Responsibilities

• Manage and service a portfolio of personal lines accounts.
• Process endorsements, policy changes, billing inquiries.
• Conduct proactive policy reviews to identify coverage gaps.
• Prepare renewal proposals and remarket accounts when necessary.
• Provide responsive customer support via phone, email, and in person.
• Maintain accurate documentation within the agency management system.

Skills

Personal Insurance Account Management

Customer support

Relationship building

Attention to detail

Job description

About Our Client

Our client is a well-established independent insurance agency based out of Miami, FL. With over five decades of insurance agency experience, they have a strong reputation for performance and client service excellence. The agency offers both personal and commercial insurance solutions. Their business model revolves around working closely with their book of business, providing a personal and understanding touch. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.

Role Overview

This is a full‑time Personal Lines Account Manager role with remote, hybrid, or on‑site flexibility. As a Personal Lines Account Manager, you will be responsible for servicing and managing an existing book of personal insurance business, building long‑term client relationships, and supporting retention and account growth. You will collaborate closely with producers and the service team to ensure a seamless client experience and contribute to the overall success of the agency. Your key responsibilities may include:

• Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
• Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail
• Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities
• Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing
• Provide responsive, solution oriented customer support via phone, email, and in person interactions
• Maintain accurate documentation within the agency management system and adhere to compliance guidelines
• Partner with producers and team members to support client retention, cross sell efforts, and overall client satisfaction

• Minimum of 2 years of Personal Insurance Account Management experience required
• Strong professionalism and ethical standards
• Consistent follow through on deadlines meetings and client commitments
• Must be located within a 3 hour drive of Miami, FL and able to commute to the office as required

Ideal Candidate

• Enjoys helping clients and building lasting relationships
• Able to offer creative and innovative solutions
• Engaged in civic or professional associations
• Strong communicator who understands how to align agency resources with client needs
• Detail oriented and accountableValues community involvement and long term client partnerships

Benefits and Compensation

• Base Salary starting at $65,000-$85,000 depending on experience
• 100% health insurance
• 401(k) with company match (up to 3%)
• Group disability and life insurance
• 15 days PTO while on salary.