PrismHR · 3 weeks ago
Insurance Account Manager
Miami, FL
Full-time
Hybrid
Entry, Mid Level
1+ years expPrismHR 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.
Cloud ComputingHuman ResourcesSaaSSoftware
Hiring Manager
Emily Cotes
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
Qualification
Required
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
Preferred
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
PrismHR
PrismHR is the largest payroll and HR software platform for professional employer organizations and administrative service organizations.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2019-12-02Acquired
2014-09-24Private Equity
Leadership Team
Adam Van Beek
Chief Innovation Officer
Michael DeLessio
Chief Of Staff
Recent News
2023-12-20
Yahoo Finance
2023-12-20
Company data provided by crunchbase