PrismHR is a premier independently owned agency in South Florida experiencing exponential growth and seeking a high-energy Insurance Account Manager. In this role, you will manage a diverse book of both Commercial and Personal lines, focusing on client advisory, quoting, and operational efficiency while leveraging support from offshore technical teams.
Responsibilities
- Serve as a trusted advisor, evaluating client requests and providing expert recommendations on Personal and Commercial insurance products
- Prepare and submit new business and renewal submissions to carriers and brokers. You’ll compare quotes and present the best options to your clients
- Partner with agency principals on broker/carrier presentations and provide regular updates on renewal results
- Coordinate with offshore technical teams to ensure administrative workflows are completed accurately and overnight
- Handle client inquiries, issue endorsements, and process certificates of insurance with speed and accuracy
- Maintain meticulous records of all communications and policy details within the agency management software
Skills
- An active 440 Customer Service License is required
- 1–3 years of B2B sales experience OR 3+ years in insurance sales/service
- At least 1 year of direct experience in either Personal or Commercial lines
- Confidence in prospecting, networking, and closing business
- Reliably based in South Florida (Miami area) and able to commute to the 33156 area for hybrid office days
- High school diploma required
- Ability to quickly learn agency management systems and manage digital workflows
- 220 P&C License
Benefits
- 401(k) with company matching
- Comprehensive health insurance
- Parental leave
- Hybrid work-from-home schedule
- Tuition reimbursement
- Support for continuing education (CE) credits
Company Overview
PrismHR is the largest payroll and HR software platform for professional employer organizations and administrative service organizations. It was founded in 1985, and is headquartered in Hopkinton, Massachusetts, USA, with a workforce of 201-500 employees. Its website is http://www.prismhr.com/.
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