Personal Lines Insurance Account Manager

Sihle-Insurance-Group-1; Florida; On-site; USD 52,000 - 90,000; Full time

Benefits offered by this job

100% company paid medical and dental

100% company paid life insurance

Company-matched 401(k)

HSA contribution

EAP access

Bonus incentive

Flexible work options

Career growth & development

Community involvement

Family-owned values

Job summary

Sihle Insurance Group, a family-owned independent agency in Florida, seeks a qualified insurance professional to manage an assigned book of personal insurance, respond to client inquiries, and recommend appropriate coverage options. The role emphasizes service excellence, renewals, and policy changes to meet client needs.

Requirements include a Florida Property & Casualty license, 3–5 years of agency experience, high school diploma, and strong customer service skills.

Qualifications

• High school diploma or higher.
• Active Florida Property and Casualty license (4-40, 2-20, or 20-44).
• Minimum 3–5 years of agency or relevant insurance experience.
• Bilingual in Spanish and English is a plus.
• Advanced customer service skills.
• Proficiency in Microsoft Word and Outlook; Applied Epic experience 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 options 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

Bilingual (Spanish/English)

Microsoft Word & Outlook

Education

High school diploma

Florida Property & Casualty license (4-40/2-20/20-44)

Tools

Applied Epic

Job description

Description

At Sihle Insurance Group, we bring more than 50 years of insurance expertise together with a relationship-driven approach focused on doing what’s right for our clients and our people. As a proudly family-owned and independent insurance agency, we're committed to staying that way - giving our clients and our team the stability, resources, and commitment to building lasting success together. We believe our people are at the heart of our success, which is why we invest in creating an environment where talented professionals have the tools, support, and opportunity to grow their careers and achieve our goals.

Why Choose Sihle Insurance Group?

• Competitive Salary & Benefits: We offer a competitive salary and 100% company paid medical and dental benefits along with 100% company paid life insurance! Generous paid time off - Holidays, Sick, PTO, and Volunteer Time off.
• Company-paid HSA contribution with eligible plan selection.
• Access to the company-sponsored Employee Assistance Program (EAP).
• Company match 401(k) plan.
• Bonus incentive based on individual/agency performance.
• Flexible Work Options: Enjoy flexible work opportunities and a healthy work-life balance.
• Career Growth & Development: We believe in investing in your professional growth through ongoing training and continuing education opportunities.
• Making a Difference: Sihle Insurance Group is committed to giving back to the community and creating a positive and lasting impact. We value our clients, employees, and the communities we serve.
• Family-Owned Values: As a family-owned business, we prioritize long-term relationships and the well-being of our team. You'll be part of a culture that celebrates integrity, trust, and a commitment to excellence.

Requirements

• High school graduate. Some college or a bachelor's degree preferred.
• Active 4-40, 2-20, or 20-44 Florida Property and Casualty license.
• Minimum of 3-5 years of agency or relevant insurance experience.
• Bilingual in Spanish and English is a plus.
• Advanced customer service skills.
• Proficiency in Microsoft Word and Outlook; Applied Epic experience 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.

Sihle Insurance Group is an Equal Opportunity Employer