What are the responsibilities and job description for the Insurance Account Manager position at Southwestern Insurance?
Insurance Account Manager – In-House Accounts
Location: Doral, Florida
Position Type: Full-time, in-office
Compensation: $60,000 - $110,000 based on experience and performance
Position Overview
Southwestern Insurance Services Inc. is seeking an experienced and licensed Insurance Account Manager to join our team at our Doral office. This position will be responsible for managing and servicing the agency’s in-house accounts while providing responsive, professional support to our clients.
The ideal candidate is organized, service-oriented, and comfortable managing multiple accounts, policy requests, and deadlines in a fast-paced insurance environment.
Key Responsibilities
- Manage and service an assigned portfolio of in-house accounts.
- Respond promptly and professionally to client inquiries.
- Process and follow up on policy changes, renewals, cancellations, and other service requests.
- Review policies and documentation for accuracy and completeness.
- Coordinate with producers, carriers, underwriters, and internal service departments.
- Monitor pending items and ensure requests are completed within established timelines.
- Maintain complete and accurate client and policy records in the agency’s management systems.
- Identify coverage gaps and refer sales opportunities when appropriate.
- Support account retention by providing consistent and proactive service.
- Follow all agency procedures, documentation standards, and compliance requirements.
Required Qualifications
- Active Florida insurance license:
- Minimum 4-40 Customer Representative license with insurance account management experience, or
- 2-20 General Lines Agent license
- Previous experience servicing property and casualty insurance accounts.
- Strong customer service, communication, and follow-up skills.
- Excellent organization and attention to detail.
- Ability to prioritize multiple requests and meet deadlines.
- Proficiency with insurance agency management systems, email, and Microsoft Office.
- Ability to work full-time from our Doral office.
Preferred Qualifications
- Experience managing commercial lines accounts.
- Knowledge of policy renewals, endorsements, cancellations, certificates, and billing.
- Bilingual English and Spanish.
- Experience working in a fast-paced independent insurance agency.
Compensation
This position offers a base salary plus variable compensation based on the candidate’s experience and individual performance.
How to Apply
Please submit your résumé through LinkedIn or Indeed. Qualified candidates will be contacted to schedule an interview.
This is a fully in-office position located in Doral, Florida. Remote or hybrid work is not available.
Salary : $60,000 - $110,000