
Account Manager
One Insurance Services, Boca Raton, FL, United States
Job Title: Personal Lines – Account Manager
Company: One Insurance Services
Job Type: Full-Time, Permanent
Work Location: Hybrid (South Florida preferred)
Supplemental Pay: Bonus opportunities
About One Insurance Services
One Insurance Services specializes in providing comprehensive insurance solutions tailored to a diverse range of clients. As we continue to grow, we’re looking for a Personal Lines Account Manager to support our high-net-worth clientele with expert guidance and personalized service.
Key Responsibilities
Develop a deep understanding of the unique needs of mid-sized to high-net-worth individuals and deliver tailored insurance strategies
Manage and assess clients' insurance needs, offering expert advice on personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and other specialized coverages
Guide clients through the insurance process—from policy selection to claims support
Build and maintain strong client relationships, ensuring timely service and support
Collaborate with insurance carriers to secure optimal coverage and pricing
Oversee policy renewals, adjustments, and inquiries with accuracy and efficiency
Follow up with clients to address concerns and ensure satisfaction
Gather and organize required documentation for quoting and binding policies
Identify opportunities for cross-selling and up-selling within your book of business
Support the sales team with high-net-worth client acquisition by providing product expertise
Perform other duties as assigned
Experience
5–7 years of experience in personal lines insurance, with a focus on mid- to high-net-worth clients
Proven ability to manage complex portfolios and deliver exceptional service
Experience negotiating with underwriters and carriers on behalf of clients
Education & Certifications
Active Florida 220 Insurance License (required)
Professional designations such as CPCU , ARM , or CIC are highly desirable
Bilingual (English/Spanish) is a plus
Skills
Deep knowledge of personal insurance products and Florida insurance markets
Strong interpersonal and communication skills
High attention to detail and excellent organizational abilities
Ability to work independently while collaborating in a fast-paced, team-oriented environment
What We Offer You
At One Insurance Services, we are committed to investing in your growth and success. Our culture encourages open communication, teamwork, and innovation.
Flexible work options: in-office, hybrid, or remote
Competitive compensation and benefits, including:
Medical, dental, and vision insurance
Company-paid life and short-term disability insurance
401(k) with matching contributions
Generous PTO, holidays, and personal time
A strong work/life balance—because it matters
Equal Employment Opportunity Statement
One Insurance Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected characteristic as defined by federal, state, or local laws.
Ready to take the next step in your insurance career? Apply today to join a team that values expertise, client care, and long-term growth.
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