Personal Lines Account Manager (copy1)

Family First Financial; Saint Petersburg (FL); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

PTO

Hybrid work after training

Commission opportunity

Job summary

Family First Financial seeks a Personal Lines Account Manager to provide top-quality service by assisting clients with policy changes and answering coverage questions, while supporting sales and retention efforts.

The role offers a hybrid in-office/remote arrangement after training, with a Monday-Friday schedule, commission opportunities, and benefits like PTO and health insurance.

Qualifications

• 3+ years of experience in Florida independent agency home and auto insurance.
• Must hold a 2-20 or 20-44 insurance license (4-40 can be sponsored).
• Experience with Quoterush and EzLynx is highly desirable.

Responsibilities

• Manage renewals: generate renewal quotes for home and auto insurance policies.
• Client communication: manage client interactions and document policy changes.
• Documentation and submissions: obtain applications, paperwork, and payments and submit to carriers.

Skills

Communication Skills

Education

Insurance license 2-20/20-44

Tools

Quoterush

EzLynx

Job description

Job Description

Family First Financial is a family-owned insurance agency founded in 2006 with a simple mission: to treat every client like part of the family. We take pride in educating our clients and helping them make confident, informed decisions about their coverage. Our team is built on trust, collaboration, integrity, and friendliness, creating a supportive workplace where employees thrive both personally and professionally. This position offers a hybrid home/office work arrangement after an initial in-office training period, making it an ideal opportunity for someone looking to build a rewarding career in a supportive and fun environment.

We are seeking a Personal Lines Account Manager who is friendly, reliable, and driven to make a positive impact on our clients and team. In this role, you will provide top-quality service by assisting clients with policy changes, answering coverage questions, and supporting our sales and retention efforts. You’ll be part of a collaborative, client-focused environment that values honesty, education, and long-term relationships.

• Annual Salary: $65,000-$85000 base per year + commission
• Paid time off (PTO)
• Hybrid Remote Work Available after probationary period
• Flexible schedule
• Bonus/Commission opportunity based on your success
• Monday-Friday schedule with evenings and weekends off
• Simple Plan IRA
• Health Insurance Benefits

If you value a friendly work environment, teamwork, growth, and meaningful customer relationships,

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Weekends Off
• Work from Home
• Commissions
• Retirement Plan
• Health Insurance

Responsibilities

• Manage Renewals: Generate renewal quotes for home and auto insurance policies, ensuring clients have the right coverage at competitive rates.
• Client Communication: Use our agency management system to manage client interactions, document policy changes, and maintain up-to-date client records.
• Documentation and Submissions: Obtain necessary applications, paperwork, and payments from clients and submit them to carriers, ensuring everything is documented accurately in our system.
• File Management: Oversee the post-sale process, ensuring all files are closed and documented properly.
• Client Needs Analysis: Assess client needs and recommend appropriate coverage options
• Endorsements: Process policy changes, renewals, and updates accurately
• Underwriting: Maintain thorough knowledge of carriers, pricing, and coverage details
• Cross-Sell Opportunities: Identify and implement cross-selling strategies to enhance client coverage and expand their insurance portfolio. Significant commission opportunity.

Requirements

Experience: At least 3 years of experience in Florida independent agency home and auto insurance.

Licensing: Must hold a 2-20 or 20-44 insurance license (If you have a 4-40 license, we will sponsor you to take the test for a 20-44).

Technical Skills: Experience with Quoterush & EzLynx is highly desirable.

Knowledge: Strong understanding of insurance coverage options and the products offered by the agency’s carriers.

Communication Skills: Excellent verbal, written, and interpersonal communication skills.