Personal Lines Account Manager

Interactive Resources LLC.; Miami (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Interactive Resources LLC in Miami Metro is seeking a dedicated Personal Lines Account Manager to service a portfolio of personal insurance clients, manage renewals, and handle policy changes with a focus on exceptional customer service.

The role requires 2+ years in personal lines, an active Florida 220/2044 license, and proficiency with AMS360, MS Outlook, and Excel. Bilingual Spanish/English is a plus; must be eligible to work in the U.S. without sponsorship.

Qualifications

• High school diploma or equivalent.
• 2+ years of experience in personal lines insurance.
• Active Florida 220 or 2044 insurance license.
• Familiarity with AMS360 or similar agency management systems.
• Proficiency with Microsoft Outlook and Excel.
• Excellent written and verbal communication skills.
• Strong organizational skills and a team-oriented mindset.
• Ability to self-manage and meet deadlines.
• Bilingual (Spanish/English) is a plus.
• Must be authorized to work in the U.S. without sponsorship.

Responsibilities

• Respond to client service requests including policy renewals, coverage adjustments, and general inquiries.
• Evaluate and recommend appropriate coverage options based on client needs.
• Identify opportunities for cost savings and improved coverage during policy reviews.
• Provide re-quoting and remarketing services for personal insurance products.
• Support producers and team members to ensure a seamless client experience.

Skills

Personal lines insurance

Client service

Bilingual Spanish/English

Education

High school diploma or equivalent

Tools

AMS360

MS Outlook

Excel

Job description

Position: Personal Lines Account Manager
Location: Miami Metro

Overview:

We are seeking a dedicated and detail-oriented insurance professional to join our team as a Personal Lines Account Manager. In this role, you'll be responsible for servicing a portfolio of personal insurance clients, managing renewals, processing policy changes, and ensuring a high standard of customer service. This is an ideal opportunity for someone who thrives in a fast-paced, client-focused environment and is looking to grow with a stable and expanding agency.

Key Responsibilities:

• Respond to client service requests including policy renewals, coverage adjustments, and general inquiries
• Evaluate and recommend appropriate coverage options based on client needs
• Identify opportunities for cost savings and improved coverage during policy reviews
• Provide re-quoting and remarketing services for personal insurance products
• Support producers and team members to ensure a seamless client experience

Requirements:

• High school diploma or equivalent required
• 2+ years of experience in personal lines insurance
• Active Florida 220 or 2044 insurance license
• Familiarity with AMS360 or similar agency management systems
• Proficiency with Microsoft Outlook and Excel
• Excellent written and verbal communication skills
• Strong organizational skills and a team-oriented mindset
• Ability to self-manage and meet deadlines
• Bilingual (Spanish/English) is a plus
• Must be authorized to work in the U.S. without sponsorship

Why Join Us:

Our team is part of a larger network of high-performing agencies across the country, focused on long-term growth and operational excellence. We offer career advancement opportunities, a collaborative environment, and a comprehensive benefits package that includes:

• Medical, dental, and vision insurance
• FSA, HSA, and commuter benefit programs
• Company-paid disability and life insurance
• Employee Assistance Program (EAP)
• Paid parental leave and holidays
• Personalized paid time off (PTO)
• 401(k) retirement plan with company match