Personal Lines Account Manager

gpac; Sanford (FL); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

100% company paid medical and dental

Life insurance

Paid holidays, sick leave, PTO, and Vt

HSA contribution

Employee Assistance Program

401(k) with company match

Performance bonus

Job summary

gpac is seeking an experienced Personal Lines Account Manager to join our growing Florida-based insurance agency. You will manage an assigned book of personal insurance, serve as the primary client contact, and contribute to service excellence with proactive recommendations.

The ideal candidate has 3–5 years of agency or insurance experience, an active Florida P&C license (4-40, 2-20, or 20-44). Proficiency in Applied Epic and bilingual Spanish/English are a plus.

Qualifications

• Minimum 3-5 years of agency or insurance experience.
• Active Florida 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.

Responsibilities

• Manage an assigned personal insurance book and serve as primary client contact.
• Respond promptly to client questions and service needs.
• Recommend coverage options, limits, deductibles, endorsements, and policy modifications.
• Explain coverage, policy provisions, exclusions, limits, deductibles, endorsements, and other considerations clearly.
• Review renewal terms and identify premium, coverage, or underwriting changes.
• Communicate renewal options and coordinate renewal activities.
• Process endorsements, policy changes, billing inquiries, cancellations, reinstatements, and other servicing tasks.
• Identify opportunities for account rounding and cross-selling.
• Maintain accurate client and policy data in the agency system.

Skills

Advanced customer service

MS Word

Outlook

Bilingual Spanish/English

Education

High school diploma

Some college or 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.