Personal Lines Account Manager (copy)

Job Description
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, integrity, and friendliness, creating a supportive workplace where employees thrive personally and professionally. This position offers a hybrid home/office work arrangement after an initial in‑office training period, making it an ideal opportunity for someone looking to build a rewarding career in a supportive and fun environment.

Position Overview
We are seeking a Personal Lines Account Manager 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.

Compensation & Benefits

Annual Salary: $65,000–$85,000 base per year + commission

Paid time off (PTO)

Hybrid Remote Work Available after probationary period

Flexible schedule

Bonus/Commission opportunity based on your success

Monday‑Friday schedule with evenings and weekends off

Health Insurance Benefits

401(k)/Simple plan

Hands‑on training

Tuition reimbursement

Career growth opportunities

Retirement plan

Responsibilities

Manage renewals: Generate renewal quotes for home and auto insurance policies, ensuring clients have the right coverage at competitive rates.

Client communication: Use our agency management system to manage client interactions, document policy changes, and maintain up‑to‑date client records.

Documentation and submissions: Obtain necessary applications, paperwork, and payments from clients and submit them to carriers, ensuring everything is documented accurately in our system.

File management: Oversee the post‑sale process, ensuring all files are closed and documented properly.

Client needs analysis: Assess client needs and recommend appropriate coverage options.

Endorsements: Process policy changes, renewals, and updates accurately.

Underwriting: Maintain thorough knowledge of carriers, pricing, and coverage details.

Cross‑sell opportunities: Identify and implement cross‑selling strategies to enhance client coverage and expand their insurance portfolio. Significant commission opportunity.

Requirements

Experience: At least 3 years of experience in Florida independent agency home and auto insurance.

Licensing: Must hold a 2‑20 or 20‑44 insurance license. (If you have a 4‑40 license, we will sponsor you to take the test for a 20‑44.)

Technical skills: Experience with Quoterush & EzLynx is highly desirable.

Knowledge: Strong understanding of insurance coverage options and the products offered by the agency’s carriers.

Communication skills: Excellent verbal, written, and interpersonal communication skills.

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