Personal Lines Account Specialist

3 days ago


Deerfield Beach, Florida, United States Boutique P&C Insurance Agency Full time

Boutique P&C Insurance Agency seeks an accomplished insurance professional to serve as a personal lines account specialist.

This role involves managing a client portfolio and collaborating with producers and teammates to provide exceptional service and support.

Responsibilities:

  1. Maintain up-to-date knowledge of market trends and work with carriers to secure optimal policy forms.
  2. Process and prepare essential documentation, including binders, policies, endorsements, and certificates of insurance.
  3. Evaluate the accuracy and risk exposure of placed coverages.
  4. Verify policy ratings, endorsements, audits, cancellations, and supporting documents.
  5. Ensure compliance with underwriting guidelines and authority.
  6. Manage policy transactions from inception to expiration date.
  7. Maintain suspense systems for all assigned transactions.
  8. Invoice and collect payments in a timely fashion.
  9. Establish and process premium finance agreements as necessary.
  10. Coordinate with accounting to ensure accurate postings.
  11. Identify and resolve invoicing discrepancies promptly.
  12. Monitor and update expiration records for assigned accounts.

Qualifications:

  • Hold a valid Florida 4-40 license and obtain a Florida 2-20 P&C license within a reasonable timeframe.
  • Demonstrate at least two years of experience in commercial insurance account management.
  • Possess strong analytical skills and technical knowledge of commercial lines insurance.
  • Excel in computer proficiency and familiarity with MS Office and electronic document management tools.

Benefits:

  • Annual salary range: $65,000 - $85,000.
  • Paid Time Off (PTO).
  • 401(k) retirement plan.


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