What are the responsibilities and job description for the Personal Lines Account Manager position at Family First Financial, Inc.?
Family First Financial is a family-owned insurance agency founded in 2006 with a simple mission: to treat every client like part of the family. We take pride in educating our clients and helping them make confident, informed decisions about their coverage. Our team is built on trust, collaboration, and integrity, creating a supportive workplace where employees thrive both personally and professionally.
We are seeking an Personal Lines Account Manager who is friendly, reliable, and driven to make a positive impact on our clients and team. In this role, you will provide top-quality service by assisting clients with policy changes, answering coverage questions, and supporting our sales and retention efforts. You’ll be part of a collaborative, client-focused environment that values honesty, education, and long-term relationships.
- Annual Salary: $60,000-$75,000 per year (based on experience)
- Paid time off (PTO)
- Hybrid Remote Work Available after probationary period
- Flexibility
- Bonus/Commission opportunities in sales or management
- Monday-Friday schedule with evenings and weekends off
- Health Insurance Benefits
- 401K/Simple plan
- Monday-Friday Schedule
- If you value teamwork, growth, and meaningful customer relationships, apply today!
Responsibilities:
- Assess client needs and recommend appropriate coverage options
- Quote, rewrite, and cross-sell policies to existing customers
- Process policy changes, renewals, and updates accurately
- Maintain thorough knowledge of carriers, pricing, and coverage details
- Build and maintain positive, lasting relationships with clients
- Organize and prioritize daily tasks to meet service goals
- Support a team-driven culture focused on customer education and satisfaction
Requirements:
- Active 4-40, 2-20, or 20-44 insurance license (required)
- 3 years prior insurance customer service experience
- Excellent communication and interpersonal skills
- Positive, patient, and professional demeanor
- Strong organizational and multitasking abilities
- Sales-oriented mindset with genuine care for client needs
Salary : $60,000 - $75,000