Personal Lines Account Manager

Capstone Search Group; Orlando (FL); Remote; USD 65,000 - 75,000; Full time

Job summary

A leading insurance agency is seeking a Personal Lines Insurance Account Manager for a fully remote position in Florida. This role involves providing exceptional customer service, managing accounts, and actively seeking to expand client relationships. Candidates should have relevant experience in the personal lines sector and possess an active Florida insurance license.

Qualifications

• Experience in personal lines insurance in a client service role.
• Knowledge of duties in the account lifecycle.

Responsibilities

• Assist sales team with account roundings and policy enhancements.
• Process renewals, endorsements, and cancellations.
• Provide insights into pricing and coverage trends.

Skills

Customer service

Personal lines insurance experience

Education

Active Florida 2-20 insurance license

Job description

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Capstone Search Group provided pay range

This range is provided by Capstone Search Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $75,000.00/yr

Direct message the job poster from Capstone Search Group

Insurance Recruiter | Office & Brand Manager | Capstone Search Group

About the Role

100% remote, work-from-home position for qualified Florida applicants. As Personal Lines Insurance Account Manager you join a large independent insurance agency’s Florida team. Supporting their Tampa office, you’ll provide prompt, accurate, and positive service and look for opportunities to expand accounts and strengthen relationships.

Duties & Responsibilities

• Assist the sales team with identifying account-rounding and new policy enhancements.
• Process renewals, endorsements, late pay notices, and cancellations. Update any and all correspondence in the agency management system.
• Provide top notch customer service, offering insights into trends with pricing and coverage as well as support throughout the renewal process.

Skills & Experience

• Personal lines insurance industry experience (home and auto) in a similar client service role; independent insurance agency experience is required.
• Active Florida 2-20 insurance license.
• Familiarity with a number of duties in the life-cycle of an account including onboarding new accounts, handling daily service requests, compiling renewal information, and preparing proposals.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and Administrative

• Industries

  Staffing and Recruiting and Insurance

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