Location: Melbourne, FL (on-site)
Schedule: Full-time, Monday–Friday, 8:30 AM – 5:00 PM
Pay: $20.00 – $26.00 per hour, based on experience and licensing, plus bonus and commission
Benefits: Health, dental, and vision insurance available; 401(k) participation; standard paid time off
About the Role
An established independent insurance agency on the Space Coast is looking for a licensed Personal Lines Account Manager / CSR to be the front line for its clients. You'll be the person our customers hear when they call, the one who makes sure their renewals go out on time, and the one who keeps their policies accurate when life changes.
This is a hands-on service role in a small office, so you'll wear a few hats. Some days that's working a renewal list; other days it's answering the phone, processing payments, and updating a mortgagee clause before a closing. You'll also open the office in the morning and lock up at the end of the day, so reliability matters.
One thing to know up front: there isn't a manager sitting in the office every day. You'll get real training and support, but day to day, you'll be running your own desk. If you're the kind of person who figures things out, keeps a list, and doesn't need someone looking over your shoulder to stay busy, this is a good fit. If you prefer a lot of structure and direction, it probably isn't.
What You'll Do
- Answer incoming calls and greet walk-in clients, resolving service requests or routing them to the right person
- Process policy renewals: review for accuracy, remarket when needed, and communicate changes to clients before the effective date
- Take and post premium payments (phone, in person, online portals) and follow up on past-due balances
- Process policy endorsements: add/remove vehicles and drivers, address changes, coverage changes, and additional insureds
- Add, update, and confirm mortgagee clauses; respond to lender and title company requests for evidence of insurance and declarations pages
- Document every client interaction in the agency management system
- Open and close the office, including basic daily opening/closing procedures
- Support the producers and account team with quoting, applications, and general service as needed
What You Bring
- Self-motivated and able to work without direct supervision — you manage your own day and follow through without reminders
- Coachable: you take feedback well, ask questions when you're unsure, and learn new systems quickly
- Active Florida 4-40 (Customer Representative) or 2-20 (General Lines) license — required
- 2+ years of personal lines service experience in an independent agency (homeowners, auto, flood, umbrella)
- Experience with HawkSoft and QuoteRush strongly preferred; experience with a comparable agency management system and comparative rater will be considered
- Comfortable working directly in carrier portals for endorsements, payments, and document retrieval
- Strong phone presence: patient, clear, and able to de-escalate a frustrated caller
- Organized and detail-oriented — a wrong mortgagee clause or a missed renewal has real consequences
- Reliable and punctual; this role holds keys to the office and often has the office to itself
Nice to Have
- Experience with Florida homeowners markets, including Citizens and wind-only coverage
- Bilingual (English/Spanish)
- Experience quoting in QuoteRush or another comparative rater
- Experience remarketing personal lines at renewal
How to Apply
Apply using the Apply button on this page with your resume. Please include your Florida license type and the agency management system(s) you've worked in (HawkSoft experience is a plus). All inquiries are confidential.
Our client is an equal opportunity employer. Hiring for this position is being managed by Sawyer Staffing Partners on behalf of the agency.