Find & Apply For Customer Service Manager Jobs in Valrico, Florida

Wooten Agencies, an independent insurance agency in San Angelo, TX, is seeking a Client Account Manager to service and grow a portfolio of personal and commercial insurance clients. In this client-facing role, you'll conduct coverage reviews, prepare quotes and renewals, process endorsements, and support claims, ensuring clients receive responsive, accurate, and compliant service. You'll leverage our carrier relationships to tailor solutions, educate clients on risk and coverage options, and proactively identify cross-sell opportunities. We offer training, mentorship, medical, dental, vision, life insurance, 401(k), and performance-based bonuses in a collaborative, growth-focused culture. Responsibilities Manage a portfolio of personal and commercial insurance clients as primary point of contact Conduct coverage reviews, identify gaps, and recommend tailored insurance solutions Prepare quotes, proposals, and policy changes with high accuracy and timeliness Process renewals, endorsements, claims support, and billing inquiries Educate clients on policy options, risk management, and carrier requirements Maintain detailed, compliant documentation in agency management systems Collaborate with producers and carriers to retain and grow accounts Meet service, retention, and cross-sell goals while upholding compliance standards Required Skills Property & Casualty insurance knowledge Commercial lines insurance knowledge Personal lines insurance knowledge Account management Coverage analysis and policy review Insurance rating and quoting systems CRM/agency management software Microsoft Office (Excel, Word, Outlook) Data entry and documentation accuracy Customer service and client communication