Account Manager, Personal Lines

Overview

As experts in protecting what matters most to individuals, we’re looking to bring on our next Account Manager to support our Personal Lines department and deliver exceptional risk management solutions to our growing client base.

• Build meaningful relationships with clients while providing them with impactful solutions
• High visibility to Senior Leadership – work alongside Client Services, Sales and Agency Leadership who prioritize your learning and development
• Opportunity for upward mobility and advancement across Assured Partners

• Client Support
  • Maintain accurate client information and provide day‑to‑day support, addressing intermediate‑level inquiries while delivering exceptional customer care.
  • Assist in developing strong business relationships with appropriate insurance carrier personnel, recognizing and satisfying carrier goals and objectives to enhance business relationships.
• Account Management
  • Maintain files with proper records according to company procedures, following procedures to achieve positive audit results.
  • Ensure accuracy of account information for new and renewal policies, processing change requests and endorsement checking, addressing proper exposures for policy rating, completing coverage reviews and gap analysis, and accurately transacting agency bill policies.
  • Review all accounts receivable and policy cancellation notices according to Agency procedures, recognizing that the Agency must process in a timely manner.
  • Monitor renewal premium increases for remarketing based on the agency’s retention strategies.
  • Secure documentation needed to be retained by the agency, including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
• Insurance Expertise
  • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; review quotes for gaps and assist with inquiries from the carrier.
  • Attend training and seek self‑directed learning to continue education in industry and technical knowledge.
• Other duties as assigned

• Competitive base salary
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists
• Pet benefits & discounts
• Access to our Employee‑led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout Assured Partners

• 1‑3 years of FL specific personal lines insurance experience is required
• Property and Casualty License (2044, 220 or 440)
• Working knowledge of available personal lines coverages based on business and industry
• Proficient in providing client service through electronic, telephone, and in‑person interaction
• Problem solving skills; strong written and verbal communication skills
• Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
• Bilingual French‑Canadian speaker preferred

Assured Partners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We’re proud to be the fastest‑growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

Assured Partners is committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members.