What are the responsibilities and job description for the Insurance Account Manager position at DTRT INSURANCE GROUP?
Job Description
Founded in 1999, DTRT Insurance Group is recognized as one of Florida’s premier independent insurance agencies. With established offices in Coral Springs, Deerfield Beach, Homestead, and Key Largo, we serve a broad and diverse client base. 95% of all carriers operating in Florida, we offer proper access, unmatched flexibility, and a market advantage that empowers our sales professionals to deliver tailored solutions with confidence. We invest in our people, celebrate high performance, and build long-term careers that reflect pride, purpose, and excellence. Team members consistently value our purpose-driven mission, unlimited earning potential, and the real opportunities for advancement that define the DTRT experience.
We are seeking a dedicated Insurance Account Manager who can deliver exceptional service to our clients while maintaining strong attention to detail. In this role, you will serve as the trusted advisor for an assigned set of accounts, ensuring clients receive accurate guidance, timely service, and the best available coverage options. You will work in a professional and supportive environment with the tools, training, and leadership needed to excel.
Benefits
Annual Base Salary Bonus Opportunities
Paid Time Off (PTO)
Dental Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings off
Weekends off
Bonus Opportunities
Licensing Assistance
Holidays Off
Paid Holidays
401k Plan
Professional Development
Mentorship
Ongoing Training Seminars
Professional Work Environment
Equipment Provided
Personal Workspace
100% Employer-Paid Health Insurance
100% Employer-Paid Life Insurance
100% Employer-Paid Short-Term and Long-Term Disability
Responsibilities
Independent Insurance Agency
Founded in 1999, DTRT Insurance Group is recognized as one of Florida’s premier independent insurance agencies. With established offices in Coral Springs, Deerfield Beach, Homestead, and Key Largo, we serve a broad and diverse client base. 95% of all carriers operating in Florida, we offer proper access, unmatched flexibility, and a market advantage that empowers our sales professionals to deliver tailored solutions with confidence. We invest in our people, celebrate high performance, and build long-term careers that reflect pride, purpose, and excellence. Team members consistently value our purpose-driven mission, unlimited earning potential, and the real opportunities for advancement that define the DTRT experience.
We are seeking a dedicated Insurance Account Manager who can deliver exceptional service to our clients while maintaining strong attention to detail. In this role, you will serve as the trusted advisor for an assigned set of accounts, ensuring clients receive accurate guidance, timely service, and the best available coverage options. You will work in a professional and supportive environment with the tools, training, and leadership needed to excel.
- Base salary starting at $45,000-55,000 based on experience
- 100% employer-paid health, life, and disability insurance
- Paid time off increases based on tenure
- Paid holidays
- Monday through Friday schedule with evenings and weekends off
- 401(k) with employer contributions
- Bonus opportunities
- Retirement benefits and strong career growth opportunities
- Professional work environment with personal workspace and equipment provided
Benefits
Annual Base Salary Bonus Opportunities
Paid Time Off (PTO)
Dental Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings off
Weekends off
Bonus Opportunities
Licensing Assistance
Holidays Off
Paid Holidays
401k Plan
Professional Development
Mentorship
Ongoing Training Seminars
Professional Work Environment
Equipment Provided
Personal Workspace
100% Employer-Paid Health Insurance
100% Employer-Paid Life Insurance
100% Employer-Paid Short-Term and Long-Term Disability
Responsibilities
- Serve as the trusted advisor for an assigned group of clients
- Understand client needs and match them with optimal coverage solutions
- Process new policies, renewals, endorsements, and updates with accuracy
- Round out accounts by identifying coverage gaps and offering suitable options
- Communicate with carriers and underwriters to secure favorable outcomes
- Support ongoing retention efforts through strong relationship management
- 1-3 years of personal lines insurance experience preferred
- Active Florida insurance license such as 4-40, 2-20, or 20-44
- Strong command of Microsoft applications, AMS or CRM systems, and quoters
- Excellent attention to detail and strong organizational skills
- High-level communication and customer service abilities
- Tech-savvy with the ability to learn new systems quickly
Independent Insurance Agency
Salary : $45,000 - $55,000