What are the responsibilities and job description for the Personal Lines Account Manager position at Sarasota Insurance Group?
Job Overview
We are seeking an enthusiastic & customer driven individual to join our growing Insurance agency in Bradenton, FL. Candidate must have a FL Insurance 4-40 License.
We are a very client focused agency that puts a great deal of care into our client relationships. A positive attitude, strong communication skills and desire to help others will make you a perfect fit for our team. Experience with QQ Catalyst and Agency Zoom is a plus. Please do not respond if you do not have a current Florida P&C Insurance License.
Responsibilities:
- Answering client questions or concerns about their insurance policies.
- Process coverage change requests.
- Secure all Trailing & Supporting Documents from clients.
- Document all communication with a client in our CRM / Agency Mgmt System.
- Assist clients with premium payments.
- Fill out Intake forms for quotes.
- Run Auto & Home quotes in Quote Rush or Ezlynx.
- Respond to clients emails & voicemails promptly.
- Assist with Renewal Retention. Reviewing the new rate & running new quotes if needed due to rate increases.
- Assist with Carrier Underwriting requests.
- Cross-selling other products to the existing client base when appropriate
- Maintain accurate records of client interactions and transactions in the agency management system.
Requirements:
- Proven experience in insurance sales or account management, preferably within personal lines.
- Strong negotiation skills with the ability to advocate for clients while balancing company interests.
- Excellent communication skills, both written and verbal, with the ability to convey complex information clearly.
- Florida Property & Casualty Insurance License (440/220/2044)
- Professional phone etiquette
- Ability to work independently as well as part of a team in a fast-paced environment.
- Proficient in using technology and software tools related to insurance management.
Join us in providing exceptional service to our clients while advancing your career in the insurance industry!
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Benefits:
- Paid time off
Supplemental Pay:
- Bonus opportunities
Education:
- High school or equivalent (Required)
Experience:
- Insurance sales: 3 years (Required)
License/Certification:
- Must have active FL Ins License 440/ 220/2044 (Required)
Ability to Commute:
- Bradenton, FL 34203 (Required)
Ability to Relocate:
- Bradenton, FL 34203: Relocate before starting work (Preferred)
Work Location: In person
Salary : $20 - $25