Personal Lines Account Manager — Client Growth & Service

gpac; Kissimmee (FL); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Paid time off

HSA contribution

401(k) with match

Bonus incentives

Flexible work options

Training & education

Job summary

gpac is seeking an experienced Personal Lines Account Manager to support our growing insurance agency in Florida. The role focuses on building strong client relationships, managing a book of personal lines, and delivering responsive service with a detail-oriented approach.

You will assess coverage needs, explain options, and coordinate renewals while identifying cross-sell opportunities. A license in Florida is preferred, along with experience in Applied Epic and excellent communication skills.

Qualifications

• Advanced customer service skills.
• Proficiency in Microsoft Word and Outlook.
• Bilingual in Spanish and English is a plus.

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.

Skills

Customer service

Microsoft Word

Outlook

Bilingual (Spanish/English)

Education

High school diploma

Bachelor's degree preferred

Tools

Applied Epic

Job description

gpac is seeking an experienced Personal Lines Account Manager to support our growing insurance agency in Florida. The role focuses on building strong client relationships, managing a book of personal lines, and delivering responsive service with a detail-oriented approach.

You will assess coverage needs, explain options, and coordinate renewals while identifying cross-sell opportunities. A license in Florida is preferred, along with experience in Applied Epic and excellent communication skills.