Personal Lines Account Manager

Personal Lines Account Manager

Our client is a well-established independent insurance agency based out of Miami, FL. With over five decades of insurance agency experience, they have a strong reputation for performance and client service excellence. The agency offers both personal and commercial insurance solutions. Their business model revolves around working closely with their book of business, providing a personal and understanding touch. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.

This is a full-time Personal Lines Account Manager role with remote, hybrid, or on-site flexibility. As a Personal Lines Account Manager, you will be responsible for servicing and managing an existing book of personal insurance business, building long-term client relationships, and supporting retention and account growth. You will collaborate closely with producers and the service team to ensure a seamless client experience and contribute to the overall success of the agency.

Your key responsibilities may include:

• Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
• Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail
• Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities
• Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing
• Provide responsive, solution oriented customer support via phone, email, and in person interactions
• Maintain accurate documentation within the agency management system and adhere to compliance guidelines
• Partner with producers and team members to support client retention, cross sell efforts, and overall client satisfaction