Note: The job is a remote job and is open to candidates in USA. Interactive Resources - iR is seeking an experienced Personal Lines Account Manager to support a growing portfolio of personal insurance clients in the Miami market. The role is responsible for client servicing, renewals, policy changes, coverage reviews, remarketing, quoting, documentation, and maintaining strong client and carrier relationships.
Responsibilities
- Manage and service an assigned portfolio of personal lines insurance clients
- Handle incoming client requests related to renewals, endorsements, policy changes, billing questions, and general policy inquiries
- Review existing client accounts and identify opportunities for available discounts, improved coverage, and appropriate insurance solutions
- Evaluate coverage limits and exposures to help ensure clients are adequately insured
- Provide re-quoting and remarketing services across personal lines products as needed
- Quote and assist with new business and policy changes across multiple carriers
- Build and maintain strong, long-term relationships with clients, carriers, and underwriters
- Support producers and sales agents with account servicing and client-related activities
- Identify appropriate cross-selling and account-rounding opportunities when applicable
- Maintain accurate client and policy documentation within the agency management system
- Respond to client needs promptly and professionally while maintaining a high standard of customer service
- Manage workload independently and ensure service requests and deadlines are handled efficiently
Skills
- High school diploma or equivalent required
- 2+ years of experience in Personal Lines insurance
- Strong knowledge of Personal Lines Property & Casualty insurance
- Experience with products such as homeowners, auto, renters, umbrella, flood, boat, or other specialty personal lines is highly valued
- Active Florida 220 or 2044 insurance license required
- Experience with AMS360, Applied Epic, or a similar agency management system
- Proficiency with Microsoft Outlook, Excel, and other Microsoft Office applications
- Strong written and verbal communication skills
- Excellent organization and attention to detail
- Ability to prioritize and independently manage a book of business
- Strong customer service and relationship-management skills
- Experience working with multiple insurance carriers and quoting platforms is a plus
- Bilingual English/Spanish skills are beneficial but not required
- Must be authorized to work in the United States without current or future sponsorship
- Preferably within an independent insurance agency
- Miami-area insurance market experience is strongly preferred
Benefits
- Fully Remote work arrangement
- Medical, Dental, and Vision Insurance
- Flexible Spending Account (FSA)
- Health Savings Account (HSA)
- Commuter Transit Programs
- Company-Paid Short-Term Disability
- Company-Paid Long-Term Disability
- Company-Paid Group Term Life Insurance
- Employee Assistance Program
- Paid Parental Leave
- Paid Holidays
- Personalized PTO
- 401(k)
Company Overview