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Account Manager

Job Description

Are you currently P&C licensed and seeking a new role? If so, we'd like to speak with you! We have a current opening for an Account Manager. You will be responsible for servicing a book while coordinating account strategies with the Producers. Your role will include endorsement activity, handling routine coverage questions, problem-solving, renewals, reviews & summaries, and remarketing when appropriate.

  • Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations
  • Actively service and retain existing accounts and develop new business opportunities
  • Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
  • Schedule personal client meetings at annual renewal or more frequently to maintain consistent client contact.
  • Provide technical support to Producers including proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status.
  • Respond to client inquiries, service requests and claims issues within established timeline
  • Inform and educate clients regarding coverage, exclusions and exposures; conduct on-site client meetings as necessary


  • 3+ years' experience of Personal Lines client management experience
  • Valid FL P&C brokers' license
  • College degree preferred
  • Industry specific designations preferred- CISR, ARM or similar
  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
  • Extensive knowledge of Personal Lines underwriting, coverage, rate analysis/procedures & experience reporting

Job Snapshot

Employment Type Full-Time
Job Type Insurance
Education Not Specified
Experience Not Specified
Manages Others Not Specified
Industry Insurance
Required Travel Not Specified
Job ID 249/126
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Account Manager


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