Personal Lines Account Manager

An insurance agency is seeking a dedicated Account Manager to support their personal lines insurance team on a contract basis. This role involves maintaining and servicing an existing book of business focused on homeowners and auto insurance. The position does not require outbound sales or prospecting, making it ideal for candidates who excel at client service, organization and managing high volumes of service requests. The role involves constant communication with clients and the precise handling of policy maintenance tasks.

Responsibilities

Manage and service an existing personal lines book of business, ensuring client satisfaction and policy accuracy.

Provide support for homeowners and auto insurance policies by addressing client inquiries and requests.

Quote new inbound personal lines business when applicable.

Handle policy servicing and account maintenance activities including updates and endorsements.

Manage policy renewals and support retention efforts to ensure client loyalty.

Process common service requests such as adding or removing vehicles and drivers, and policy updates.

Deliver excellent customer service via phone and email channels.

Maintain accurate records within the agency management system ensuring data integrity.

Requirements

Active Florida 4-40 customer representative license

Minimum 1+ year of personal lines insurance experience

Experience with homeowners and auto insurance products

Proficiency with Applied EPIC agency management system (highly preferred)

Strong communication and telephone skills

Detail-oriented with strong organizational abilities

Client-focused and service-driven mindset

Ability to work onsite in Florida

Pay Range
The anticipated pay range for this position is $30.00 – $33.00 per hour. The final pay for this position is determined based on several factors including but not limited to relevant experience, skills, certifications, education, training, geographic location, market conditions, and internal equity.

Benefits

Medical insurance

Dental insurance

Vision insurance

401(k) retirement savings plan

Equal Opportunity Employer
The Jacobson Group is committed to fostering an inclusive and equitable workplace that reflects the diverse communities we serve. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic as defined by applicable law. We believe that diversity of thought, background and experience strengthens our team and drives innovation. All employment decisions are based on qualifications, merit and business needs. If you require a reasonable accommodation to complete the application process or participate in an interview, please contact us at HR@jacobsongroup.com or +1 (800) 466-1578 to make a request.

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