Personal Lines Account Manager: Client Service & Growth

Acentria Insurance; Saint Augustine (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Acentria Insurance in Florida is seeking a Personal Lines Account Manager to handle daily client servicing, new and renewal business, and maintain exceptional client relations.

You will quote new business, process endorsements, review renewals, and collaborate with the team to craft coverage solutions that meet client needs while upholding service standards.

Requires 3+ years insurance experience and valid state licenses. Excellent communication and tech skills are essential to success.

Qualifications

• Minimum 3+ years insurance experience preferred.
• Must possess state required license (4-40, 2044 or 2-20).
• High School diploma or equivalent; some college helpful.

Responsibilities

• Process new business quotes, endorsements, and proposals.
• Retain and grow existing client book of business.
• Use discretion to craft solutions meeting client needs.
• Regularly collect and analyze client information and respond to coverage questions.
• Interact with clients professionally for endorsements and service requests.
• Participate in marketing and sales meetings.
• Review renewals and policy changes; process new policies.
• Adhere to customer service standards and corporate policies.

Skills

Client service

Computer skills

Professionalism

Communication

Education

Insurance license

High School diploma

Some college

Tools

CRM software

Microsoft Office

Policy management systems

Job description

Acentria Insurance in Florida is seeking a Personal Lines Account Manager to handle daily client servicing, new and renewal business, and maintain exceptional client relations.

You will quote new business, process endorsements, review renewals, and collaborate with the team to craft coverage solutions that meet client needs while upholding service standards.

Requires 3+ years insurance experience and valid state licenses. Excellent communication and tech skills are essential to success.