Personal Lines Account Manager (Sarasota, FL)

Personal Lines Account Manager (Sarasota, FL)

Posted 11 months ago

Primary Functions:

  1. Handle and process new and renewal personal lines business.
  2. Provide in-house customer service to clients as assigned and requested.

Major Responsibilities:

  • Provide positive, prompt, accurate and courteous service to our clients.
  • Market new and renewal business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier.
  • Prospect for new business from existing clients and identified target groups.
  • Contact prospects for the purpose of providing a quote and making sales appointments.
  • Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business.
  • Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to Department Manager when necessary.
  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
  • Receive claim reports, notify the company and direct the necessary actions to insure prompt processing, handling and resolution.
  • Be proficient with the Applied System and company rating systems.
  • Be familiar with and follow agency E&O guidelines.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner.
  • Perform special projects at management’s request.


  • Must be a positive, imaginative and creative individual.
  • Must be a self-starter and committed to creating and fostering a TEAM environment.
  • Must be organized with demonstrated skills for effective communication both verbal and written with the ability to influence others.
  • Minimum two years experience in similar position is desirable.  Must be 2-20 licensed per state requirements.
  • Must be able to understand and analyze personal lines insurance coverage, forms and policies.
  • Strong understanding of Personal Lines underwriting and policy rating.

Job Features

Job CategoryFull Time Positions

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