APR Careers, Inc.
Personal Lines Account Manager | Personal Lines CSR
APR Careers, Inc., Tampa, Florida, us, 33646
Personal Lines Account Manager | HNW | Personal Lines Book
Location: Tampa, FL (Hybrid or In-Office)
Employment Type: Full-time | Independent Insurance Agency
About the Role We’re seeking a client-focused Personal Lines Account Manager to service and grow a well-established book of home, auto, umbrella, and specialty personal lines accounts. You’ll be the day-to-day contact for clients—handling renewals, coverage changes, billing questions, and remarketing—while partnering closely with producers and carriers to deliver an exceptional client experience.
What You’ll Do
Own the client relationship: Respond to coverage questions, process endorsements, handle COIs / EOIs, mortgagee and lienholder changes, cancellations / reinstatements, and billing inquiries.
Renewals & remarketing: Review coverage and pricing, run comparisons, negotiate with carriers, and present options to maximize value and retention.
New business support: Prepare quotes, binders, ID cards, and onboarding documentation; ensure smooth hand-offs from producers.
Claims advocacy: Guide clients through FNOL, monitor status, and help resolve issues with adjusters.
Documentation & compliance: Maintain thorough, timely activity notes and attach records in the AMS; follow agency workflows and Florida regulatory requirements.
Growth mindset: Identify cross-sell / upsell opportunities (umbrella, flood, valuables, recreational vehicles) and request referrals.
Carrier & vendor coordination: Build productive relationships to expedite underwriting, inspections, and policy issuance.
What You Bring
Licensing: Active Florida P&C 2-20 (or 4-40 with a plan to obtain 2-20).
Experience: 2–5+ years servicing personal lines accounts in an independent agency or brokerage setting (Florida market experience strongly preferred).
Technical skills: Proficiency with an agency management system (EPIC, AMS360, QQCatalyst, TAM/Applied, or similar) and carrier raters / portals.
Coverage knowledge: Solid grasp of HO-3 / HO-6 / DP-3, auto, umbrella, flood (NFIP & private), and coastal / market nuances; able to explain options in plain English.
Service excellence: Organized, detail-driven, and proactive with strong verbal / written communication and follow-through.
Team player: Comfortable collaborating with producers, account assistants, and carrier partners in a fast-moving environment.
Nice to Have
Prior experience with Florida carriers and CAT‑exposed risks.
Designations (CISR, CISR-ELITE, CIC, CPRM, AINS) or willingness to pursue.
Bilingual (English / Spanish) a plus in the Tampa market.
Compensation & Benefits
Base salary: $55,000 – $75,000 DOE + performance incentives / commission opportunities.
Benefits: Medical, dental, vision, life / AD 401(k) with employer contribution; paid vacation, sick time, and holidays.
Professional development: Tuition / CE reimbursement and support for industry designations.
Work setup: Hybrid flexibility after ramp‑up (role may require some in‑office days for client / carrier meetings).
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Employment Type: Full-time | Independent Insurance Agency
About the Role We’re seeking a client-focused Personal Lines Account Manager to service and grow a well-established book of home, auto, umbrella, and specialty personal lines accounts. You’ll be the day-to-day contact for clients—handling renewals, coverage changes, billing questions, and remarketing—while partnering closely with producers and carriers to deliver an exceptional client experience.
What You’ll Do
Own the client relationship: Respond to coverage questions, process endorsements, handle COIs / EOIs, mortgagee and lienholder changes, cancellations / reinstatements, and billing inquiries.
Renewals & remarketing: Review coverage and pricing, run comparisons, negotiate with carriers, and present options to maximize value and retention.
New business support: Prepare quotes, binders, ID cards, and onboarding documentation; ensure smooth hand-offs from producers.
Claims advocacy: Guide clients through FNOL, monitor status, and help resolve issues with adjusters.
Documentation & compliance: Maintain thorough, timely activity notes and attach records in the AMS; follow agency workflows and Florida regulatory requirements.
Growth mindset: Identify cross-sell / upsell opportunities (umbrella, flood, valuables, recreational vehicles) and request referrals.
Carrier & vendor coordination: Build productive relationships to expedite underwriting, inspections, and policy issuance.
What You Bring
Licensing: Active Florida P&C 2-20 (or 4-40 with a plan to obtain 2-20).
Experience: 2–5+ years servicing personal lines accounts in an independent agency or brokerage setting (Florida market experience strongly preferred).
Technical skills: Proficiency with an agency management system (EPIC, AMS360, QQCatalyst, TAM/Applied, or similar) and carrier raters / portals.
Coverage knowledge: Solid grasp of HO-3 / HO-6 / DP-3, auto, umbrella, flood (NFIP & private), and coastal / market nuances; able to explain options in plain English.
Service excellence: Organized, detail-driven, and proactive with strong verbal / written communication and follow-through.
Team player: Comfortable collaborating with producers, account assistants, and carrier partners in a fast-moving environment.
Nice to Have
Prior experience with Florida carriers and CAT‑exposed risks.
Designations (CISR, CISR-ELITE, CIC, CPRM, AINS) or willingness to pursue.
Bilingual (English / Spanish) a plus in the Tampa market.
Compensation & Benefits
Base salary: $55,000 – $75,000 DOE + performance incentives / commission opportunities.
Benefits: Medical, dental, vision, life / AD 401(k) with employer contribution; paid vacation, sick time, and holidays.
Professional development: Tuition / CE reimbursement and support for industry designations.
Work setup: Hybrid flexibility after ramp‑up (role may require some in‑office days for client / carrier meetings).
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