Personal Lines Account Manager - Fort Walton Beach, FL

Job Description

Job Description

Deeply Rooted to Serve

Guided by our mission and values, the Personal Lines Account Manager is responsible for managing existing personal lines accounts and supporting new business efforts. This role plays a key part in delivering prompt, high-quality service and developing lasting relationships with our clients.

Work Performed

• Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals, and mid-term changes
• Provide exceptional service to existing clients while supporting growth through inside / outside referrals
• Assist with coverage placement, risk evaluation, and recommending updates based on client needs
• Prepare and process policy documents including binders, ID cards, EOPs, and insurance summaries
• Handle client billing needs- invoice processing, reconciliation, and follow-up on outstanding items
• Answer incoming calls, greet walk-ins, and provide general support in a client-facing capacity
• Participate in client and carrier meetings as needed

Job Requirements

Preferred Education / Experience

About Us

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website :

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance