Personal Lines Account Manager | Personal Lines CSR
APR Careers, Inc.Tampa, FL, US2 days ago
Job type
- Full-time
Job descriptionLicensing : Active Florida P&C 2-20 (or 4-40 with a plan to obtain 2-20). Experience : 2–5+ years servicing personal lines accounts in an independent agency or brokerage setting (Florida market experience strongly preferred). Technical skills : Proficiency with an agency management system ( EPIC, AMS360, QQCatalyst, TAM / Applied , or similar) and carrier raters / portals. Coverage knowledge : Solid grasp of HO-3 / HO-6 / DP-3, auto, umbrella, flood (NFIP & private), and coastal / market nuances; able to explain options in plain English. Service excellence : Organized, detail-driven, and proactive with strong verbal / written communication and follow-through. Team player : Comfortable collaborating with producers, account assistants, and carrier partners in a fast-moving environment. Prior experience with Florida carriers and CAT-exposed risks. Designations (CISR, CISR-ELITE, CIC, CPRM, AINS) or willingness to pursue. Bilingual (English / Spanish) a plus in the Tampa market. Base salary : $55,000 – $75,000 DOE + performance incentives / commission opportunities. Benefits : Medical, dental, vision, life / AD 401(k) with employer contribution; paid vacation, sick time, and holidays. Professional development : Tuition / CE reimbursement and support for industry designations. Work setup : Hybrid flexibility after ramp-up (role may require some in-office days for client / carrier meetings).
Job Description
Job Description
Personal Lines Account Manager | HNW | Personal Lines Book
Location : Tampa, FL (Hybrid or In-Office)
Employment Type : Full-time | Independent Insurance Agency
About the Role
We’re seeking a client-focused Personal Lines Account Manager to service and grow a well-established book of home, auto, umbrella, and specialty personal lines accounts. You’ll be the day-to-day contact for clients—handling renewals, coverage changes, billing questions, and remarketing—while partnering closely with producers and carriers to deliver an exceptional client experience.
What You’ll Do
- Own the client relationship : Respond to coverage questions, process endorsements, handle COIs / EOIs, mortgagee and lienholder changes, cancellations / reinstatements, and billing inquiries.
- Renewals & remarketing : Review coverage and pricing, run comparisons, negotiate with carriers, and present options to maximize value and retention.
- New business support : Prepare quotes, binders, ID cards, and onboarding documentation; ensure smooth hand-offs from producers.
- Claims advocacy : Guide clients through FNOL, monitor status, and help resolve issues with adjusters.
- Documentation & compliance : Maintain thorough, timely activity notes and attach records in the AMS; follow agency workflows and Florida regulatory requirements.
- Growth mindset : Identify cross-sell / upsell opportunities (umbrella, flood, valuables, recreational vehicles) and request referrals.
- Carrier & vendor coordination : Build productive relationships to expedite underwriting, inspections, and policy issuance.
What You Bring
Nice to Have
Compensation & Benefits
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Personal Lines Account Manager • Tampa, FL, US
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