Senior Personal Lines Account Manager

Role Overview

• Responsible for working with Advisors/Client Executives and Account Executives to place new business and service some client accounts
• Support day-to-day account management for a specific set of clients
• Prepare materials for presentations and communications
• Maintain relationships with clients and carrier contacts
• Manage the renewal and marketing process from start to finish
• Communicates directly with clients and carriers in collaboration with Account Executives and Advisors
• Create and maintain client files in accordance with office procedures

Requirements

• 3 years of Personal Lines service and sales experience
• Florida market experience highly preferred
• P&C License upon hire
• Spanish bilingual preferred
• Experience working with personal lines insurance carriers required
• Experience with EPIC preferred or similar client management system required
• Excellent written communication skills
• Knowledge of all areas of Personal Insurance/Personal Risk coverage required
• Ability to maintain a private workspace when working from home
• Highly organized with strong attention to detail

Benefits

• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs