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Personal Lines Account Manager

3 months ago

Lakeland, United States Capstone Search Group Full time
Job DescriptionJob Description

About the Role

One of the Southeast’s largest independent insurance agencies seeks an experienced Personal Lines Account Manager to join their Lakeland, FL office. They need your expertise to immediately step in to service a portfolio of personal lines home and auto business placed through multiple insurance companies, some national carriers, and other Florida standard market insurers. Your accounts will mostly be middle market with a few high net worth clients sprinkled in. 

Duties & Responsibilities

Keys to your success include:

  • Ability to quickly process policy changes, additions, billing, claims status, and renewals
  • Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery
  • Assist with account rounding and cross-selling opportunities for existing clients

Skills & Experience

  • At least three (3) years of insurance experience servicing personal lines policies (home and auto)
  • Agency experience is required as you must have familiarity working with an agency management system
  • Active Florida state insurance license is required

Job Specs

The agency offers a hybrid schedule: 3 days/week in the office and 2 days/week work-from-home.

Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.