Personal Lines Account Manager

About Shapiro Insurance Group, A Division of Patriot Growth Insurance Services: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in the Property and Casualty lines of insurance coverage for both Commercial and Personal clients. Shapiro Insurance Group is a partner agency of Patriot Growth Insurance Services, a privately held national insurance services broker ranked 24th largest broker in the U.S. as of December 2024.

Position Overview: Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in personal insurance and exceptional customer service skills, to join our team as a Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts, ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you!

Work Arrangement: This is a full-time, fully remote position that supports our clients’ activities in our Fernandina Beach, Florida office.

Professional Responsibilities:

• Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
• Review current clients’ existing account activities while seeking available discounts and making impactful coverage recommendations
• Review and evaluate current coverage limits to ensure client is properly insured
• Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client
• Provide sales support to our Sales Agents and help other members of your team as needed

Qualifications and Requirements:

• A High school diploma or its equivalent is required
• 2+ years of relevant work experience in insurance sales
• Experience in Property & Casualty (P&C) Insurance sales focused on the Personal Lines market and other specialty lines
• An active 2044 or 220 Florida Insurance license
• Working knowledge of AMS360 or other relevant agency management systems
• Proficient in use of Microsoft Outlook Suite tools, including Excel
• Excellent interpersonal and communication skills (bother oral and written)
• Strong organizational skills and works well in a collaborative environment
• Ability to self-manage workload and meet deadlines independently
• Bilingual (Spanish and English) is beneficial but not required
• Authorized to work in the U.S. without sponsorship now and in the future

Additional Work Requirements for Remote workers: