Personal Lines Account Manager (Remote)

PDCM Insurance Inc.; Orlando (FL); Remote; USD 45,000 - 55,000; Full time

Job summary

Join a forward-thinking insurance brokerage firm as a Personal Lines Account Manager, where you will manage a portfolio of personal insurance accounts. This exciting remote position offers the chance to provide exceptional service to clients, handling policy renewals and changes while addressing inquiries with professionalism. The ideal candidate will have a strong background in personal lines insurance and excellent communication skills. If you thrive in a fast-paced environment and are passionate about client service, this role offers a fantastic opportunity to grow in the insurance industry and make a significant impact on clients' lives.

Qualifications

• Experience in personal lines insurance sales including home and auto.
• Proficient in Microsoft Office applications and communication tools.

Responsibilities

• Manage personal insurance accounts and provide exceptional client service.
• Handle policy renewals, changes, and client inquiries promptly.

Skills

Personal Lines Property and Casualty Insurance Sales Experience

Communication Skills

Organizational Skills

Bilingual (Spanish and English)

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

AMS360

Zoom

Microsoft Teams

Slack

Google Workspace

Job description

About Shapiro Insurance Group, A Division of Patriot Growth Insurance Services: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in Property and Casualty lines of insurance for both Commercial and Personal Clients. Shapiro Insurance Group is backed by Patriot Growth Insurance Services, a top 50 privately held insurance agency with 80 offices and more than 968 professionals located throughout the country.

Position Overview: We are seeking a dedicated and detail-oriented Personal Lines Account Manager to join our team. In this role, you will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met. Your primary duties will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. The ideal candidate will have a strong background in personal insurance, excellent communication skills, and a customer-centric approach. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, we invite you to apply for this exciting opportunity to grow and excel in the insurance industry.

Work Arrangement: This is a full-time remote position that supports our office in Jacksonville, FL.

Professional Responsibilities:

• Handle incoming service requests from existing clients, and provide exceptional customer service
• Review clients existing accounts for discounts and coverage recommendations
• Re-evaluate coverage limits to ensure customer is properly insured
• Requote/Remarket clients for all personal lines insurance products as needed and/or requested by the client
• Sales Agent support, and help other members of your team as needed

Qualifications and Requirements:

• Personal Lines Property and Casualty Insurance Sales Experience – Home, Auto, Umbrella, and other specialty lines.
• High school diploma or equivalent
• 2044 or 220 Florida Insurance license
• Proficient in Microsoft Outlook, Word, Excel and PowerPoint
• Ability to learn new systems quickly, experience with AMS360 a plus
• Strong organizational skills, including daily prioritizing and logical thinking
• Able to manage multiple projects simultaneously and successfully while expediting issues
• Ability to work in deadline-oriented environment
• Able to work with others in teams
• Bilingual Spanish and English beneficial, but not required
• Authorized to work in the U.S. without sponsorship

Remote Work Requirements:

• Reliable and Stable Internet Connection: Ensure a minimum speed and reliability to support video calls and online work. Must have the capability for a wired internet connection.
• Dedicated Workspace: Maintain a quiet and organized area to focus on work tasks.
• Communication Tools: Proficiency with video conferencing platforms (e.g., Zoom, Microsoft Teams) and collaboration tools (e.g., Slack, Google Workspace).
• Time Management Skills: Ability to self-manage workload and meet deadlines independently.
• Availability During Core Hours: Be accessible during specified work hours or overlapping time zones for team collaboration.
• Strong Problem-Solving Abilities: Resourcefulness in resolving technical or work-related challenges remotely.
• Data Security Awareness: Adherence to company policies for data protection and secure handling of sensitive information.

Pay Range: $45,000 - $55,000 depending on experience

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.