Personal Lines Account Manager

We are seeking an experienced and service-driven Personal Lines Account Manager to join our growing insurance agency. This role is ideal for someone who is highly organized, detail-oriented, and enjoys building strong relationships with clients. We offer a competitive compensation and benefits package along with opportunities for professional growth.

Key Responsibilities

• Manage an assigned book of personal insurance business and serve as a primary point of contact for clients.

• Respond promptly and professionally to client questions, requests, and service needs.

• Recommend appropriate coverage options, limits, deductibles, endorsements, and other policy modifications based on identified needs and client preferences.

• Explain coverage, policy provisions, exclusions, limits, deductibles, endorsements, and other relevant insurance considerations in a clear and understandable manner.

• Review renewal terms and identify changes in premiums, coverage, underwriting requirements, or client circumstances.

• Communicate renewal option and recommendations to clients and coordinate timely completion of renewal activities.

• Process endorsements, policy changes, certificates or evidence of insurance, billing inquiries, cancellations, reinstatements, and other routine account servicing activities as appropriate.

• Identify opportunities to retain and grow the assigned book of business through account rounding, cross-selling, and additional lines of insurance.

• Maintain complete, accurate, and current client and policy information in the agency management system.

Benefits for YOU!

• Competitive Salary & Benefits: Competitive salary and 100% company paid medical and dental benefits along with 100% company paid life insurance! Generous paid time off – Holidays, Sick, PTO, and Volunteer Time off.

• HSA Contribution: Company-paid HSA contribution with eligible plan selection.

• Employee Assistance Program: Access to the company-sponsored Employee Assistance Program (EAP).

• Retirement: Company match 401(k) plan.

• Incentives: Bonus incentive based on individual/agency performance.

• Flexible Work Options: Enjoy flexible work opportunities and a healthy work-life balance.

• Career Growth & Development: We believe in investing in your professional growth through ongoing training and continuing education opportunities.

• Family-Owned Values: As a family-owned business, we prioritize long-term relationships and the well-being of our team. You'll be part of a culture that celebrates integrity, trust, and a commitment to excellence.

Qualifications & Experience

• Minimum of 3-5 years of agency or relevant insurance experience.

• Active 4-40, 2-20, or 20-44 Florida Property and Casualty license required

• High school graduate; some college or a bachelor’s degree preferred.

• Applied Epic experience is a plus.

Knowledge, Skills & Abilities

• Advanced customer service skills.

• Proficiency in Microsoft Word and Outlook.

• Bilingual in Spanish and English is a plus.

I look forward to discussing your career aspirations for a future role as a Personal Lines Account Manager. For a fully CONFIDENTIAL conversation about this exciting opportunity, please reach out to me directly at 716-426-1443. Resumes may be confidentially sent to Danielle.lesefske@gogpac.com.