Personal Lines Account Manager (Insurance)

Location: On-site in Leesburg, Florida, United States

Company

hirify.global is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related services.

What you will do

• Manage assigned personal lines client relationships as the primary day-to-day contact.
• Provide tailored insurance recommendations, consultations, proposals, and renewal support.
• Maintain accurate policy and customer activity records in Applied EPIC or similar systems.
• Drive retention and growth through data-driven customer engagement, remarketing, account rounding, and cross-selling.
• Coordinate with Digital Marketing, Human Resources, Compliance, internal service teams, and third-party partners.
• Promote digital services, self-service tools, enrollment capabilities, and technology-led improvements.

Requirements

• At least two years of account management or related experience.
• Current applicable insurance license held for more than one year.
• Experience managing client relationships and achieving retention targets.
• Experience with Applied EPIC or similar account management software and multiple workflows.
• Experience remarketing clients across multiple carriers, preparing proposals, and consulting on available solutions.
• Strong communication, presentation, collaboration, multitasking, problem-solving, and customer service skills.

Nice to have

• Bachelor’s degree in business administration or a related field.

Culture & Benefits

• On-site collaboration with team leadership and cross-functional partners.
• Medical, dental, vision, life, and disability insurance.
• Paid time off, holidays, paid sick time, and Employee Assistance Program support.
• 401(k) with immediate vesting, HSA and FSA options, and commuter benefits.
• Paid maternity and paternity leave, including adoption, plus legal plan and pet insurance options.