What are the responsibilities and job description for the Personal Line Account Manager position at Interactive Resources - iR?
Overview:
We are looking for a highly organized and client-focused insurance professional to manage a portfolio of personal insurance accounts. This role involves assisting clients with policy updates, renewals, and coverage adjustments, while ensuring smooth day-to-day account operations. Ideal candidates thrive in a fast-moving environment and want to grow within a supportive team handling high-value clients.
Primary Duties:
- Collaborate with producers and team members to maintain seamless client service
- Review client policies to identify opportunities for improved coverage or cost savings
- Assist with policy changes, endorsements, and renewals
- Provide re-quoting and support for remarketing personal insurance lines
- Handle client inquiries and respond promptly to requests regarding coverage and account details
Requirements:
- Completed secondary education or something equivalent
- Two or more years working specifically with personal lines insurance
- Holds an active Florida 220 or 2044 license (or reciprocal if out of state)
- Experience navigating agency management software like AMS360 or similar tools
- Comfortable drafting communications and speaking clearly to clients and colleagues
- Familiar with Outlook and spreadsheet software for daily workflow
- Strong ability to organize tasks, manage time independently, and meet deadlines
- Works well in teams and able to coordinate with different roles across the organization
- Spanish-speaking skills are advantageous but not mandatory
- Eligible to work in the United States without needing sponsorship
Salary : $55,000 - $60,000