Insurance - Personal Lines Account Manager

Insurance - Personal Lines Account Manager Job Overview

At Heidrick & Co. Insurance, we specialize in protecting homes, businesses and lifestyles throughout Southwest Florida. Our agency has built its reputation on long‑term client relationships, personalized service and a commitment to doing what’s right for our clients.

We deliver exceptional service from a prospect’s first interaction through every stage of their insurance journey. This commitment is reflected in our outstanding client retention rates and continued growth.

We are seeking an experienced Personal Lines Account Manager who shares our passion for a concierge‑level client experience. This role is a key member of a collaborative three‑person Personal Lines team, serving a sophisticated book of business that includes high‑net‑worth households, luxury homes and multi‑location risks.

This hybrid position combines remote work with regular in‑office collaboration. Team members work from our Sanibel office, Fort Myers office or home office according to an established schedule. During the onboarding and training period, a full‑time in‑office schedule will be required.

This is not an “order taker” position. We are looking for someone who enjoys building relationships, solving problems and proactively helping clients navigate their insurance needs. If you prefer to avoid phone conversations or meaningful client interactions, this may not be the right fit. If you enjoy client interactions and take pride in delivering outstanding service, we would love to hear from you.

We are committed to developing our people. Our agency follows a deliberate growth strategy, invests heavily in training and professional development, promotes from within whenever possible, and provides the tools and opportunities needed to advance careers.

• Health insurance
• Vision insurance
• Disability insurance
• Life insurance
• Generous paid time off (PTO)
• Paid tolls
• 401(k) with matching
• Hands‑on training
• Hybrid and flexible work schedule
• Mon‑Fri schedule

Salary Range: $45,000.00 – $55,000.00 per year. Annual base salary + bonus opportunities.

While we seek an experienced Account Manager, we also consider junior‑level candidates with prior insurance experience and a strong desire to grow within the industry. The ideal candidate is a quick learner who can absorb new information, adapt to established processes and apply feedback effectively. Success requires willingness to follow directions, embrace training, take ownership of professional development, and a motivation to build a long‑term career in insurance.

• Candidates with an active Florida 20‑44 Personal Lines License or 4‑40 Customer Representative License are encouraged to apply.
• If you hold a 20‑44 or 4‑40 license, we will consider you if:
  • You meet the position’s experience and qualification requirements.
  • You demonstrate the aptitude and commitment necessary to succeed.
  • You are willing to obtain a Florida 2‑20 General Lines License within an agreed ‑upon timeframe.

• Minimum of three years’ experience in a fast‑paced independent or retail insurance agency environment.
• Hands‑on experience using an agency management system;
  Vertafore AMS
  360 preferred but not required.
• Strong understanding of personal lines property and casualty coverages, including homeowners, condominium, flood, wind, automobile, umbrella, watercraft and valuable articles policies.
• Experience quoting, binding and servicing homeowner insurance policies.
• Familiarity with Florida coastal insurance markets, and ability to interpret four‑point inspections and wind mitigation reports.

• Positive, professional, client‑focused attitude.
• Excellent verbal and written communication skills.
• Strong listening skills to identify client needs and provide thoughtful solutions.
• Comfortable communicating by phone and building relationships with clients, carriers and team members.

• Demonstrated ability to follow established workflows and document client activity thoroughly within the agency management system.
• Strong critical thinking and…