What are the responsibilities and job description for the Personal Lines Account Manager position at Family First Financial?
Job Overview
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 Insurance Customer Service Representative 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
- Flexible schedule
- Bonus/Commission opportunities in sales or management
- Monday-Friday schedule with evenings and weekends off
If you value teamwork, growth, and meaningful customer relationships, apply today!
Salary Range: $60,000.00 - $75,000.00 per year
Benefits
Annual Base Salary Bonus Opportunities
Paid Time Off (PTO)Flexible Schedule
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Weekends OffWork from Home
Work from Home
Commissions
Retirement Plan
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
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
Salary : $60,000 - $75,000