Personal Lines Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The Personal Lines Account Manager role in Lakeland, Florida will support the customer relationship by meeting and exceeding the service expectations for our customers by facilitating day to day service and policy maintenance.

How You Will Contribute

• Build, expand and solidify relationships with clients.
• Responsible for the timely, day-to-day management accounts, including delivery of policy documents, endorsement processing and response to client inquiries.
• Review, analyze and resole policy and coverage related concerns for clients, including identification of coverage gaps, additional exposures and underwriting issues.
• Market policies as necessary and cross-sell where applicable.
• Compile and create proposals, summaries, and additional documents as requested.
• Receive requests from prospective clients and provide new business quotations as needed.
• Develop and foster quality relationships with clients, teammates and carrier representatives.

Skills & Experience to Be Successful

• High School diploma or equivalent, required
• Property & Casualty insurance license, required.
• 2+ years' experience working with personal lines insurance products, required.
• Experience working with AMS360 and ImageRight, preferred.
• Proficiency in Microsoft Office 365, required
• Exceptional customer service and interpersonal skills, required

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services;

• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Location: Gibsonia, FL, US

Posted Date: 11/23/2024