Personal Lines Account Manager Job at Family First Financial, Saint Petersburg, FL

  • Family First Financial
  • Saint Petersburg, FL

Job Description

Job Description

Job Description

Family First Financial is a family-owned insurance agency, founded in 2006, with one mission: treat every client like family. Our team is built on trust, collaboration, integrity, and friendliness, and we help clients make confident, informed coverage decisions.

We're hiring a friendly, reliable Personal Lines Account Manager to help clients with policy changes and coverage questions and to support our sales and retention efforts. You'll start with in-office training, then enjoy a hybrid home/office schedule in a supportive, fun, client-focused team.

If you value a friendly work environment, teamwork, growth, and meaningful customer relationships, apply today!

Responsibilities

  • Prepare home and auto renewal quotes so clients get the right coverage at a competitive price
  • Keep client interactions, policy changes, and records current in our agency management system
  • Gather applications, paperwork, and payments, send them to carriers, and finalize files accurately
  • Review each client's needs, recommend the best coverage options, and process endorsements and updates
  • Spot cross-sell opportunities to expand clients' coverage and earn significant commission

Requirements

  • At least 3 years of experience in Florida independent agency home and auto insurance.
  • Must hold a 2-20 or 20-44 insurance license (If you have a 4-40 license, we will sponsor you to take the test for a 20-44).
  • Experience with Quoterush & EzLynx is highly desirable.
  • Strong understanding of insurance coverage options and the products offered by the agency’s carriers.
  • Excellent verbal, written, and interpersonal communication skills.

Benefits

  • Paid Time Off (PTO)
  • Flexible Schedule
  • Hands on Training
  • Tuition Reimbursement
  • Mon-Fri Schedule
  • Career Growth Opportunities
  • Evenings Off
  • Work from Home
  • Commissions
  • Retirement Plan
  • Health Insurance
  • Hybrid Remote Work Available After Probationary Period
  • Commission and Bonus Opportunities
  • Weekends Off
  • Simple Plan IRA
  • Fun & Friendly Co-workers
  • Continuous Learning and Development
  • We Invest In You

Job Tags

Work at office, Remote work, Home office, Flexible hours, Afternoon shift

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