Account Manager- Personal Lines

Account Manager- Personal Lines- Immediate Need!

  • Clearwater, FL
  • $60,000 - $115,000
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A bit about us:

Growing privately owned insurance Firm seeking a Account Executive experienced managing a large book of business and servicing Personal line accounts.

Why join us?

growth opportunities
100% paid benefits
comm plan
5% 401k match

Job Details

Essential Functions

Knowledge on all lines of business including auto, homeowners, flood, boat, umbrella, etc.
  • Accurately file and maintain client data and activities in the agency management system
  • Collect all information needed for quotes including inspections
  • Shop new and renewal business accounts through insurance market within agency timelines and deadlines
  • Use our Superior Option of Carriers to up-sell current book of business.
  • Market accounts to insurance carriers and/or provide required information to New Business Coordinator
  • Finalize and confirm all needed items and documents prior to reaching out to insured
  • Make and receive calls to agency insureds regarding in a professional and courteous manner
  • Independent servicing of assigned book of business with premium of 3-5 Million
  • Work with department processor to receive calls of any endorsement, payment, questions or claims
  • Assist with excess workflow
  • Other duties as assigned


  • Understanding of Personal Insurance Rating Factors
  • Communication proficiency in person, by phone and through emails with team members and insureds
  • Ethical Conduct
  • Professionalism
  • Flexibility
  • Initiative
  • Excellent Time Management

Education And Experience

2-20 Insurance license / Customer Service

Life license

P&C License

High School Diploma

2+ Years in a professional office environment

Proficiency with Microsoft Outlook, Word and Excel

4 Year college degree

3+ years' experience in an independent insurance agency

Proficiency with Vertafore AMS360
Easy Apply Now
Easy Apply Now
Job Details
Clearwater, FL
Job Type
$60,000 - $115,000