Personal Lines Insurance Advisor - Local Growth Oriented

The Juris Agency; Mary Esther (FL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Retirement Plan

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

The Risk Management Group in Mary Esther, FL is seeking a Personal Lines Customer Service Representative to manage day-to-day accounts, process endorsements, renewals, and cancellations, and help clients navigate coverage questions with care.

You will collaborate with carrier partners, review portfolios, document interactions, and contribute to a friendly, local office focused on community service and professional growth.

Qualifications

• Candidate should have Florida Property & Casualty license preferred.
• 3+ years of personal lines accounts experience preferred.
• Proficiency with AMS 360 or similar agency management systems.

Responsibilities

• Serve as primary contact for policyholders with clear, caring communication.
• Process endorsements, renewals, and cancellations with accurate documentation.
• Coordinate with carrier partners on coverage questions and billing.
• Review client portfolios to identify gaps and suggest coverage adjustments.
• Document all client interactions in the agency management system.
• Join team discussions to share updates and solve client challenges.

Skills

Personalized customer service

Communication skills

Attention to detail

MS Office proficiency

Education

Florida Property & Casualty Insurance License (2-20 or 4-40)

Tools

AMS 360

Microsoft Office

Job description

The Risk Management Group in Mary Esther, FL is seeking a Personal Lines Customer Service Representative to manage day-to-day accounts, process endorsements, renewals, and cancellations, and help clients navigate coverage questions with care.

You will collaborate with carrier partners, review portfolios, document interactions, and contribute to a friendly, local office focused on community service and professional growth.