Trusted Insurance Account Manager | Client Advisor & Growth

DTRT INSURANCE GROUP; Key Largo (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Insurance (Employer-Paid)

Life Insurance (Employer-Paid)

Disability Insurance (Employer-Paid)

Paid Time Off

401(k) Plan

Job summary

DTRT Insurance Group is seeking an Insurance Account Manager in Florida to provide exceptional service, advise clients on coverage options, and manage a portfolio of accounts with accuracy and care.

The role emphasizes relationship management, timely service, and maximizing client satisfaction while working in a professional environment with strong leadership and growth opportunities.

Qualifications

• Previous years of personal lines insurance experience preferred.
• Active Florida insurance license such as 4-40, 2-20, or 20-44.
• Strong command of Microsoft applications, AMS or CRM systems, and quoters.
• Excellent attention to detail and strong organizational skills.
• High-level communication and customer service abilities.
• Tech-savvy with the ability to learn new systems quickly.

Responsibilities

• Serve as the trusted advisor for an assigned group of clients
• Understand client needs and match them with optimal coverage solutions
• Process new policies, renewals, endorsements, and updates with accuracy
• Round out accounts by identifying coverage gaps and offering suitable options
• Communicate with carriers and underwriters to secure favorable outcomes
• Support ongoing retention efforts through strong relationship management

Skills

Customer service

Attention to detail

Tech-savvy

Communication skills

CRM systems

Microsoft Applications

Tools

AMS

CRM systems

Quoters

Job description

DTRT Insurance Group is seeking an Insurance Account Manager in Florida to provide exceptional service, advise clients on coverage options, and manage a portfolio of accounts with accuracy and care.

The role emphasizes relationship management, timely service, and maximizing client satisfaction while working in a professional environment with strong leadership and growth opportunities.