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Personal Lines Account Manager II

Personal Lines Account Manager II

Job ID 
Posted Date 
Regular Full-Time
Job Grade 
FLSA Status 
Working Hours 
8am - 5pm
Job Location: Company 
Fisher Brown Bottrell Insurance Inc.

More information about this job


The purpose of this job is to aid clients with service needs and provide assistance for Personal Lines coverage of new and renewal commercial business.


· Market renewal business when appropriate and provide high degree of customer service; may market new business.
· Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contact.
· Submits applications via Internet to appropriate carriers, and follows up to ensure timely receipt of policies or quotations.
· Maintains orderly electronic files and information, following agency standards.
· Proactively services client accounts and anticipating clients' needs. Informs clients of policy changes, exclusions of coverage and insurance coverage needs.
· Explains coverage and exclusions to clients. Uses service contact as opportunity to review and market appropriate coverage. Proactively works with and advises clients on renewal strategies/market placements/coverage issues.
· Other duties and responsibilities as assigned.


· High school diploma

· College degree desired

· Two (2) years of insurance experience with Personal Lines in an agency environment or insurance company-

OR-Two (2) years in a Personal Lines Account Manager I position or equivalent -OR-Completion of the Insurance Development Associate Program with one (1) year experience in an agency sales support position

· Must have 440 Florida license; Florida 220 license preferred or must have Mississippi property & casualty license

· CISR, ACSR, AAI, or CPSR designation preferred

· Working knowledge of Applied Agency Management Systems

· Understand and be able to explain all lines of insurance

· Knowledge of insurance company guidelines

· Knowledge of agency E&O guidelines and policies
· Self-starter, creative with excellent oral and written communication skills

· Ability to make timely informed decisions

· Time management skills

· Ability to train others preferred