What are the responsibilities and job description for the Personal Lines Account Manager position at Capital Partners Insurance?
Company Description Capital Partners Insurance is a full-service general lines agency committed to delivering comprehensive insurance solutions and dedicated service to insured clients. The agency’s team of professionals focuses on providing optimal risk management tailored to each client’s unique needs. With access to a wide range of reputable insurance carriers, Capital Partners Insurance works to ensure that clients receive appropriate coverage options and competitive terms. The organization values long-term relationships, reliability, and a client-centered approach to insurance services.
Role Description The Personal Lines Account Manager is a full-time, on-site role located in Ormond Beach, FL. This role is responsible for managing a portfolio of personal lines clients, including homeowners, auto, and other personal insurance policies. Day-to-day responsibilities include quoting and binding coverage, processing policy changes, handling renewals, and responding promptly to client inquiries. The Personal Lines Account Manager will review coverage for accuracy, identify opportunities for improved protection, and ensure all documentation is complete and compliant with agency and carrier standards. The role also involves working closely with carriers, maintaining detailed records in the agency management system, and contributing to a positive, collaborative office environment.
Qualifications
- Experience managing personal lines insurance accounts, including policy servicing, renewals, and endorsements.
- Strong client service skills, with the ability to communicate clearly, build trust, and handle questions or concerns professionally.
- Proficiency with insurance agency management systems and basic office software (e.g., CRM tools, Microsoft Office).
- Attention to detail and strong organizational skills, including the ability to manage multiple tasks and deadlines.
- Knowledge of personal lines insurance products, coverage options, and risk management principles.
- Active Florida 4-40,20-44 or 2-20 insurance license, or ability to obtain one within a specified timeframe.
- Prior experience in an insurance agency or related financial services environment is preferred.
- High school diploma or equivalent required; additional education or industry designations (e.g., CIC, CISR) are a plus.