Personal Lines Account Manager
2 weeks ago
Position Overview: Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in personal insurance and exceptional customer service skills, to join our team as a Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts, ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you
Work Arrangement: This is a full-time, in office position that supports our clients' activities in our Jacksonville, Florida office.
Professional Responsibilities:
- Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
- Review current clients' existing account activities while seeking available discounts and making impactful coverage recommendations
- Review and evaluate current coverage limits to ensure client is properly insured
- Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client
- Provide sales support to our Sales Agents and help other members of your team as needed
- A High school diploma or its equivalent is required
- 2+ years of relevant work experience in insurance sales
- Experience in Property & Casualty (P&C) Insurance sales focused on the Personal Lines market and other specialty lines
- An active 2044 or 220 Florida Insurance license
- Working knowledge of AMS360 or other relevant agency management systems
- Proficient in use of Microsoft Outlook Suite tools, including Excel
- Excellent interpersonal and communication skills (bother oral and written)
- Strong organizational skills and works well in a collaborative environment
- Ability to self-manage workload and meet deadlines independently
- Bilingual (Spanish and English) is beneficial but not required
- Authorized to work in the U.S. without sponsorship now and in the future
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Salary Range: $45,000 - $55,000 depending on the candidate's experience.
A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes its hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
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