Personal Lines Account Manager
Patriot Growth Insurance Services, LLC
full-time
Posted on:
Location Type: Office
Location: Jacksonville • Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $45,000 - $55,000 per year
Job Level
JuniorMid-Level
About the role
- Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
- Review current clients existing account activities while seeking available discounts and making impactful coverage recommendations
- Review and evaluate current coverage limits to ensure client is properly insured
- Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client
- Provide sales support to our Sales Agents and help other members of your team as needed
Requirements
- A High school diploma or its equivalent is required
- 2+ years of relevant work experience in insurance sales
- Experience in Property & Casualty (P&C) Insurance sales focused on the Personal Lines market and other specialty lines
- An active 2044 or 220 Florida Insurance license
- Working knowledge of AMS360 or other relevant agency management systems
- Proficient in use of Microsoft Outlook Suite tools, including Excel
- Excellent interpersonal and communication skills (bother oral and written)
- Strong organizational skills and works well in a collaborative environment
- Ability to self-manage workload and meet deadlines independently
- Bilingual (Spanish and English) is beneficial but not required
- Authorized to work in the U.S. without sponsorship now and in the future.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance salesProperty & Casualty InsurancePersonal Lines marketcoverage recommendationsre-quote servicesremarket servicesaccount managementdiscount evaluationself-managementdeadline management
Soft skills
customer serviceinterpersonal skillscommunication skillsorganizational skillscollaborative workindependent worktime managementproblem-solvingadaptabilityteam support
Certifications
Florida Insurance license 2044Florida Insurance license 220