Personal Lines Account Manager
Compensation: $50,000/yr, plus commission
Location: Boca Raton, FL
About the Role: Are you a driven insurance professional with a passion for building lasting client relationships and expanding business? As an Account Manager, you’ll play a critical role in servicing an existing portfolio of clients while driving growth through new sales opportunities. Your ability to offer expert guidance on personal lines insurance products—such as auto, home, and more—will be key to ensuring our clients are well-protected and satisfied.
Key Responsibilities:
- Sales and Client Engagement: Leverage your insurance expertise to sell personal lines products to both new and existing clients. You’ll actively respond to leads from a variety of channels, including referrals, web inquiries, and phone calls.
- Needs Assessment and Quoting: Conduct thorough needs assessments for clients, provide tailored insurance quotes, and follow up persistently to secure binding coverage and close sales.
- Client Education: Serve as a trusted advisor by explaining policy terms and coverage options in clear, easy-to-understand language, ensuring clients feel confident and informed about their insurance decisions.
- Relationship Building: Develop and nurture relationships with clients, local businesses, and referral sources to build trust and generate new business opportunities.
- Book of Business Management: Take ownership of a portfolio of existing policies. This includes conducting timely policy renewals, making necessary updates, and identifying cross-selling opportunities to maximize coverage and client satisfaction.
- Business Development: Actively contribute to the agency's growth by meeting and exceeding production targets, communication goals, and business development objectives.
What We’re Looking For:
- Insurance Experience: A minimum of 2 years in a Property & Casualty (P&C) insurance sales role, with a proven track record of achieving sales targets.
- Licenses: Active state insurance licenses, such as [State’s] 220, 440, or 2044 licenses (or the equivalent).
- Customer Focused: Exceptional customer service skills, with a talent for building rapport, resolving issues, and enhancing the overall client experience.
- Tech-Savvy: Proficiency with Microsoft Office Suite (Outlook, Word, Excel, Teams, and PowerPoint) and the ability to quickly adapt to agency management software.
- Problem Solver: Strong communication, organizational, and problem-solving skills that allow you to manage multiple priorities and clients effectively.
- Education: High school diploma or equivalent required; college degree is a plus.
Why Join Us? This is more than just a sales role—it’s an opportunity to make a tangible impact on clients' lives by providing them with the peace of mind that comes from being properly insured. You’ll be part of a dynamic, supportive team that values growth, learning, and client success. If you're someone who thrives on challenges, enjoys meeting goals, and wants to grow your career with a reputable company, this role is for you.
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