Full-Time

Personal Lines Account Manager

Personal Lines

Posted on 7/31/2025

Marsh & McLennan

Marsh & McLennan

No salary listed

Company Does Not Provide H1B Sponsorship

Palm Beach Gardens, FL, USA

Hybrid

Hybrid role requiring 2 in-office days per week in Palm Beach Gardens, FL.

Category
Sales & Account Management (5)
, , , ,
Required Skills
Excel/Numbers/Sheets
Requirements
  • High school diploma or equivalent
  • Active current and valid Florida 2-20 insurance license
  • 3+ years of experience in personal lines industry, including thorough knowledge of personal lines products
  • Proficiency with MS Office, including Excel
Responsibilities
  • Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
  • Determine acceptability and placement of coverage and collect premium payments when applicable
  • Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
  • Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients
  • Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers.
  • Responsible for documenting and answering client calls, emails and mail transactions.
  • Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response.
  • Communicates with clients to obtain additional information to complete transactions.
Desired Qualifications
  • Bachelor’s degree or higher
  • Experience with Sagitta and Image Right
  • Experience with EPIC
  • Designations

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A

INACTIVE