Personal Lines Account Manager
ELLIOT PLANNING LIMITED, St. Petersburg, FL, United States
Family First Financial is a family‑owned insurance agency founded in 2006 with a simple mission: to treat every client like part of the family. We take pride in educating our clients and helping them make confident, informed decisions about their coverage. Our team is built on trust, collaboration, and integrity, creating a supportive workplace where employees thrive both personally and professionally.
We are seeking an
Insurance Customer Service Representative
who is friendly, reliable, and driven to make a positive impact on our clients and team. In this role, you will provide top‑quality service by assisting clients with policy changes, answering coverage questions, and supporting our sales and retention efforts. You’ll be part of a collaborative, client‑focused environment that values honesty, education, and long‑term relationships.
Benefits
Annual salary: $60,000 – $75,000 per year (based on experience)
Paid time off (PTO)
Hybrid remote work available after probationary period
Flexible schedule
Bonus/commission opportunities in sales or management
Monday‑Friday schedule with evenings and weekends off
Hands‑on training
Tuition reimbursement
Career growth opportunities
Commissions
Retirement plan
Responsibilities
Assess client needs and recommend appropriate coverage options
Quote, rewrite, and cross‑sell policies to existing customers
Process policy changes, renewals, and updates accurately
Maintain thorough knowledge of carriers, pricing, and coverage details
Build and maintain positive, lasting relationships with clients
Organize and prioritize daily tasks to meet service goals
Support a team‑driven culture focused on customer education and satisfaction
Requirements
Active 4‑40, 2‑20, or 20‑44 insurance license (required)
3 years prior insurance customer service experience
Excellent communication and interpersonal skills
Positive, patient, and professional demeanor
Strong organizational and multitasking abilities
Sales‑oriented mindset with genuine care for client needs
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We are seeking an
Insurance Customer Service Representative
who is friendly, reliable, and driven to make a positive impact on our clients and team. In this role, you will provide top‑quality service by assisting clients with policy changes, answering coverage questions, and supporting our sales and retention efforts. You’ll be part of a collaborative, client‑focused environment that values honesty, education, and long‑term relationships.
Benefits
Annual salary: $60,000 – $75,000 per year (based on experience)
Paid time off (PTO)
Hybrid remote work available after probationary period
Flexible schedule
Bonus/commission opportunities in sales or management
Monday‑Friday schedule with evenings and weekends off
Hands‑on training
Tuition reimbursement
Career growth opportunities
Commissions
Retirement plan
Responsibilities
Assess client needs and recommend appropriate coverage options
Quote, rewrite, and cross‑sell policies to existing customers
Process policy changes, renewals, and updates accurately
Maintain thorough knowledge of carriers, pricing, and coverage details
Build and maintain positive, lasting relationships with clients
Organize and prioritize daily tasks to meet service goals
Support a team‑driven culture focused on customer education and satisfaction
Requirements
Active 4‑40, 2‑20, or 20‑44 insurance license (required)
3 years prior insurance customer service experience
Excellent communication and interpersonal skills
Positive, patient, and professional demeanor
Strong organizational and multitasking abilities
Sales‑oriented mindset with genuine care for client needs
#J-18808-Ljbffr