Insurance Account Manager

Lakewood Financial & Insurance is a well-established independent insurance agency serving the Lakewood Ranch area since 2003. We represent over 40 top-rated carriers and provide coverage for auto, home, life, and commercial insurance.

We’re looking for a career-driven Account Manager to join our team and help us deliver exceptional service to our clients.

Requirements:

• 2–3 years of customer service experience in an independent insurance agency.
• Active 2044 or 220 Insurance License.
• Strong communication skills and ability to manage a high volume of calls.
• Quick learner with excellent multitasking abilities.
• Professional, friendly, and team-oriented attitude.
• Bilingual (English & Spanish) preferred, but not required.

Responsibilities:

• Support our service and sales team in managing a large, established book of business.
• Deliver exceptional customer service to clients.
• Collaborate effectively with colleagues in a friendly, business-casual office environment.

Primary Objectives:

• Provide prompt, courteous, and professional assistance to all clients via phone, email, and in-person interactions.
• Maintain a positive and empathetic tone during all communications.
• Handle complex client inquiries and resolve escalated service issues with strong attention to detail.
• Provide detailed explanations of coverage options, endorsements, and policy terms.
• Process policy changes, endorsements, cancellations, and renewals accurately.
• Prepare and submit applications for new policies within agency and carrier guidelines.
• Pursue cross-selling and new business opportunities by identifying appropriate prospects and promoting products or services in alignment with client needs.
• Identify coverage gaps and recommend additional products or endorsements.
• Prepare quotes and proposals for new and existing clients.
• Document all client interactions and transactions in the agency management system.
• Ensure adherence to state insurance regulations and agency compliance protocols.
• Build strong client relationships through proactive communication and service.
• Utilize agency technology tools (AMS, CRM, carrier portals) effectively.
• Verify coverage details and documentation before submitting to carriers.
• Ensure timely delivery of policy documents to clients.

Benefit Conditions:

• Waiting period may apply
• Only full-time employees eligible

COVID-19 Precaution(s):

• Personal protective equipment provided or required
• Sanitizing, disinfecting, or cleaning procedures in place

Communication method(s) used:

• Email
• Phone
• In person

Work environment:

• Office. Hybrid work schedule may be considered

This Job Is:

• Open to applicants who do not have a college diploma

Work Remotely

• No. Hybrid work schedule may be considered for candidates with work from home experience

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Education:

• High school or equivalent (Required)

License/Certification:

• 2044 or 220 Insurance License (Required)

Ability to Commute:

• Bradenton, FL 34211 (Required)

Work Location: In person

Salary : $55,000 - $65,000