Personal Lines Account Manager

Harrison Gray Search; Sarasota (FL); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Comprehensive medical insurance

401(k) program with employer match

Disability insurance

Paid time off

Bonus opportunities

Job summary

An award-winning independent insurance agency in Southwest Florida is seeking a Personal Lines Account Manager. The ideal candidate should excel in communication, be technically proficient, and hold a Florida insurance license. Responsibilities include daily client interactions and documentation. This full-time role offers a comprehensive benefits package and a collaborative work environment.

Qualifications

• Superior written and oral communication skills are essential.
• Experience with underwriting and rating systems is needed.
• Understanding of market availability and underwriting guidelines is necessary.

Responsibilities

• Engage with clients daily, review policies, and answer questions.
• Assist current clients with sales of additional coverage.
• Maintain accurate client files and records.

Skills

Excellent Communication

Technical Proficiency

Market Knowledge

Tech Savvy

Decision-Making

Client Focus

Licensing

Education

Active 4-40 or 2-20 Florida Insurance License

Tools

Excel

AMS360

Microsoft Word

Teams Messenger

Microsoft Outlook

Job description

2 days ago Be among the first 25 applicants

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

Base pay range

$45,000.00/yr - $50,000.00/yr

Harrison Gray Search has partnered with a leading, locally owned, and award-winning independent insurance agency in Southwest Florida to find an exceptional Personal Lines Account Manager. This agency is committed to putting clients first and values professionals who share this philosophy and can contribute to their continued success.

Position: Personal Lines Account Manager

Job Type: Full-time

What Are We Looking For in a Great Candidate?

• Excellent Communication: Superior written and oral communication skills to facilitate frequent discussions with insureds and underwriters using multiple communication methods.
• Technical Proficiency: Experience with underwriting and rating systems for multiple insurance carriers.
• Market Knowledge: Understanding of market availability and underwriting guidelines for both standard insurance carriers and surplus lines brokers.
• Tech Savvy: Proficient in Excel, AMS360, Microsoft Word, Teams Messenger, Microsoft Outlook, and other workflow and document-sharing programs.
• Decision-Making: Ability to make quick decisions and thrive in a deadline-driven, high-volume, fast-paced environment.
• Client Focus: A professional who truly enjoys working with clients and providing expert insurance guidance.
• Licensing: Active 4-40 or 2-20 Florida Insurance License required.

Job Responsibilities

• Client Interaction: Daily engagement with clients, including reviewing policies, answering questions, offering solutions regarding coverage, billing, claims, and handling policy changes and renewals.
• Cross-Selling: Assist current clients with the sale of additional coverages and provide expertise to help customers make informed buying decisions.
• Documentation: Maintain accurate and detailed client files and records of insured interactions.
• Team Flexibility: Willingness to perform other tasks as requested.

What You’ll Receive

• Comprehensive Benefits: Medical insurance with a generous employer-paid portion for employees and families, 401(k) program with employer match, short and long-term disability coverage, and a liberal PTO package.
• Work Environment: Enjoy an autonomous, collaborative environment with open-door management. Employees are treated as valued professionals, and their contributions are recognized and appreciated.
• 401(k) and employer matching
• Disability insurance
• Health insurance
• Paid time off
• Bonus opportunities

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management

• Industries

  Insurance

Referrals increase your chances of interviewing at Harrison Gray Search by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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