Personal Lines Account Manager

Patriot Growth Insurance Services - Jacksonville, FL

Full-time - Mid Level

Jacksonville, FL

1,001-5,000 employees

Insurance Carriers and Related Activities

About the position

The Personal Lines Account Manager at Shapiro Insurance Group, a division of Patriot Growth Insurance Services, is responsible for managing service requests from existing clients and providing exceptional customer service. This full-time role involves reviewing client accounts for discounts and coverage recommendations, ensuring clients are properly insured, and supporting sales agents as needed. The position is based in Jacksonville, FL, and requires a strong background in personal lines insurance, particularly in Property and Casualty.

Responsibilities

• Handle service requests from existing clients and provide exceptional customer service.
• Review clients' existing accounts for discounts and coverage recommendations.
• Re-evaluate coverage limits to ensure customers are properly insured.
• Requote/Remarket clients for all personal lines insurance products as needed or requested by the client.
• Support sales agents and assist other team members as needed.

Requirements

• Personal Lines Property and Casualty Insurance Sales Experience - Home, Auto, Umbrella, and other specialty lines.
• High school diploma or equivalent.
• 2044 or 220 Florida Insurance license.
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
• Ability to learn new systems quickly, experience with AMS360 is a plus.
• Strong organizational skills, including daily prioritizing and logical thinking.
• Ability to manage multiple projects simultaneously and successfully while expediting issues.
• Ability to work in a deadline-oriented environment.
• Ability to work with others in teams.

Nice-to-haves

• Bilingual in Spanish and English beneficial, but not required.

Benefits

• Paid parental leave
• Health savings account
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Paid time off
• Employee assistance program
• Vision insurance