Account Manager

Florida Peninsula Insurance - Boca Raton, FL

Full-time - Mid Level

Boca Raton, FL

Funds, Trusts, and Other Financial Vehicles

About the position

The Account Manager at Florida Peninsula Insurance Company is responsible for servicing existing customers and selling new insurance policies, including auto and property insurance. This role focuses on building trusted relationships with clients, understanding their needs, and providing tailored insurance solutions. The Account Manager will manage a book of business, ensuring that customer policies align with their needs while meeting production and business development goals.

Responsibilities

• Sell insurance policies to potential and existing customers.
• Respond to leads from various sources, including referrals, internet requests, and phone calls.
• Understand customer needs, provide quotes, and follow up to bind coverage and close sales.
• Provide insurance advice and explanations to customers to ensure understanding of policy language and coverage.
• Build trusted customer relationships.
• Develop local referral sources and relationships to expand business opportunities.
• Manage a book of business; update policy information as needed, handle renewals, and cross-sell new or enhanced coverage.
• Ensure customer policies are aligned with customer needs.
• Meet production, communication, and business development goals and expectations.

Requirements

• Prior customer service experience
• Minimum 2 years' experience in a P&C Insurance account manager role
• FL 220 or 2044 License
• High school diploma or equivalent
• Excellent customer service, communication, and problem-solving skills
• Excellent computer skills including MS Office (Outlook, Word, Excel, Teams, and PowerPoint)