Personal Lines Account Manager

Keyes Coverage Insurance Services; Tampa (FL); Hybrid; USD 52,000 - 82,000; Full time

Benefits offered by this job

Vision Insurance

Disability Insurance

Critical Illness Insurance

Accident Insurance

Legal Insurance

Pet Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Keyes Coverage Insurance Services in Florida is seeking a Personal Lines Account Manager to deliver exceptional service to Personal Lines clients. You will manage accounts, process policy changes, quote and bind coverage, and ensure accuracy in client interactions.

This role requires strong communication, organizational skills, and proficiency with agency systems; hybrid schedule 8:30am-5:00pm with benefits including vision, disability, 401(k), paid time off, and holidays.

Qualifications

• High School Diploma or equivalent; degree preferred.
• Active Florida 20-44 Property & Casualty Personal Lines license or 2-20 license, or ability to obtain within 90 days.
• Minimum of 1 year of personal lines insurance experience preferred.
• Experience utilizing Applied Epic or a comparable agency management system; proficient in MS Office.

Responsibilities

• Support Producers' sales efforts by handling accounts once bound.
• Advise clients on coverages, options, and pricing.
• Manage day-to-day servicing of personal lines accounts: endorsements, renewals, cancellations, billing inquiries, coverage changes.
• Market, quote, negotiate, and bind new and renewal business with carrier partners.
• Review policy documents and carrier communications for accuracy; coordinate corrections.
• Maintain complete documentation of client communications in the agency management system.
• Build strong relationships with clients, carriers, and internal teams.
• Stay current on carrier products, underwriting guidelines, industry trends, and regulatory requirements.

Skills

Communication skills

Microsoft Office

Organizational skills

Problem-solving

Teamwork

Customer service

Education

High School Diploma

Associate or Bachelor's degree in Business/Finance/Insurance

Tools

Applied Epic

Agency management systems

Job description

The origins of Keyes Coverage go all the way back to the late 1950’s, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by the Keyes family. Since then, the agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Property & Casualty Lines Insurance, Personal Lines Insurance, and Employee Benefits Insurance.

Personal Lines Account Manager

Position Summary

The primary function of this role is to deliver exceptional service to our Personal Lines clients. This position is responsible for managing accounts, processing policy changes, quoting and binding coverage, and ensuring accuracy in all client interactions. This role will foster strong relationships with clients and colleagues, contributing to a collaborative and client-focused environment.

Key Responsibilities

• Support Producers' sales efforts by handling accounts once bound.
• Serve as a trusted advisor to clients by providing guidance on insurance coverages, policy options, and pricing.
• Manage the day-to-day servicing of personal lines accounts, including endorsements, renewals, cancellations, billing inquiries, and coverage changes.
• Market, quote, negotiate, and bind new and renewal business with carrier partners while ensuring compliance with agency and carrier underwriting requirements.
• Review policy documents, audits, and carrier correspondence for accuracy, coordinating any necessary corrections with clients and insurance carriers.
• Maintain complete and accurate documentation of all client communications and transactions within the agency management system.
• Build and maintain strong working relationships with clients, carriers, and internal team members.
• Stay current on carrier products, underwriting guidelines, industry trends, and regulatory requirements.
• Participate in ongoing professional development and licensing requirements to enhance insurance knowledge and client service capabilities.
• Perform additional duties as assigned.

Qualifications

• High School Diploma or equivalent required; Associate or Bachelor's degree in Business, Finance, Insurance, or related field preferred.
• Active Florida 20-44 Property & Casualty Personal Lines Agent License or 2-20 General Lines (Property & Casualty) License, or the ability to obtain within 90 days of hire.
• Minimum of 1 year of personal lines insurance experience preferred.
• Previous account management, customer service, or client-facing experience within an independent agency, brokerage preferred.
• Experience utilizing Applied Epic, or a comparable agency management system preferred.
• Proficient in Microsoft Office Suite.
• Excellent verbal and written communication skills with a strong customer service orientation.
• Professional, positive, and collaborative attitude.
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities and deadlines.
• Strong problem-solving and critical-thinking abilities.
• Ability to work independently while contributing positively to a team environment.
• Ability to pass a criminal background check, as permitted by law.

Hours

Monday-Friday, 8:30am-5:00pm (Hybrid Work Options)

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies

Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.