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Vero Beach Lakeland, FL

3 jobs found in Vero Beach

Risk Strategies
02/27/2026  
Assistant Personal Lines Account Specialist
The Personal Lines Assistant Account Specialist (AAS) supports the Account Specialist (AS) by handling service-related tasks and processing policy changes, typically with limited direct client contact. This is more of a customer service supportive role for the AS and their shared book of business. Your Impact: - Answering and transferring calls from the mainline phone queue— not to assist the client directly , but to route them to the appropriate team member. The only exceptions are flood and auto-related calls, which the AAS is expected to handle if on their file. - Following all Risk Strategies Standard Operating Procedures (SOP) and naming conventions. - Assisting with client payments, flood and auto quotes/re-shops, completing auto endorsements from start to finish, and processing home endorsements and cancellations as assigned by the AS. - Updating client information and policy details in the management system. - Returning client calls and completing tasks assigned by the...
Risk Strategies Vero Beach, FL, USA Full Time
Risk Strategies
01/30/2026  
Personal Lines Assistant Account Specialist
PLEASE NOTE: This is a HYBRID position that will require 1-3 days/week in our Vero Beach, FL office location. The Assistant Select Specialist will assist the PL Select Department in supporting day to day client management transactions. In addition, this role will provide primary support on ad hoc projects and serve as the liaison between external and internal resources to ensure superior service is provided to clients. Your Impact: Build and maintain constructive and effective relationships with internal and external customers by assisting the PL Select Account Specialists and Producers and responding to client/carrier communications as assigned Leverage Personal Line insurance knowledge and expertise to actively service existing accounts Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications Nurture professional relationships with carriers with consistent carrier contact Participate...
Risk Strategies Vero Beach, FL, USA Full Time
MarshMcLennan
09/22/2025  
Personal Lines Account Manager
Company: Marsh McLennan Agency Description: Personal Lines Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Personal Lines Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Account Manager on the Personal Lines team, you’ll...
MarshMcLennan Vero Beach, FL, USA Full Time

 

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