Personal Lines Account Manager

2 weeks ago


Orlando, Florida, United States Advantage Insurance Solutions Full time

Why You'll Love Working Here

Advantage Insurance Solutions was formed in 2009 and is an independent insurance agency in Oviedo, FL. Our primary focus is homeowners insurance, health insurance and Medicare related insurance. We pride ourselves on providing outstanding customer service versus writing volume business which is why most of our business is primarily referral-based.

What We Are Seeking

Join our family-oriented agency as a Personal Lines Account Manager Are you passionate about helping people and do you thrive in a supportive team environment? We are seeking an individual with a genuine love for assisting others, strong communication and organizational skills, a positive attitude, and a team player mentality. We believe in nurturing talent and are willing to provide training to the right candidate who embodies our company culture. If you're eager to grow in a welcoming and supportive environment, we encourage you to apply and become part of our close-knit team.

Job Responsibilities

  • Quote and bind homeowners insurance policies.
  • Respond to all client communications in a timely manner via phone or email.
  • Prioritize and bring successful resolution to all outstanding items (quotes, signatures for application, delivery of newly bound policies, etc).
  • Process policy endorsements and changes.
  • Communicate with insureds about renewals, policy changes, etc.
  • Update agency management system to ensure accurate, current client information.
  • Will consider captive insurance experience for the right candidate.

Minimum Requirements

  • High School Diploma (or equivalent)

Preferred Skills

  • License: Property & Casualty (FL)
  • Areas of Expertise: Policy Administration, Flood / Wind / Hail, Homeowners & Renters, Personal Liability / Personal Umbrella, Policy Review
  • Management & Rating Systems: Zywave –will train (if needed)
  • Computer Skills: MS Outlook, DocuSign, MS Excel
  • Languages: English

Benefits

  • Paid Time Off (PTO)
  • Paid Holidays
  • Paid Vacations
  • Paid Sick Time
  • Flexible Schedule – will consider 30 hours a week


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