Personal Lines Account Manager

The role focuses on managing and servicing personal insurance accounts, ensuring high-quality client experiences while supporting account growth, retention, and operational excellence.

• Manage, evaluate, place, and service new and renewal personal insurance accounts.
• Partner with account leadership to maintain and grow an assigned portfolio of personal lines clients.
• Provide exceptional customer service through timely, knowledgeable, and professional communication.
• Update and maintain client information within agency management systems, including policy details and account records.
• Document all client interactions, transactions, and activities accurately.
• Review client needs, analyze risk exposures, and determine appropriate coverage options.
• Quote new and renewal policies through carrier platforms and rating tools.
• Process policy changes, endorsements, renewals, cancellations, and related documentation.
• Bind coverage and coordinate required policy documents, including binders and identification cards.
• Manage incoming emails, mail, and service requests efficiently.
• Monitor payment status and support collection follow-up when necessary.
• Prepare renewal communications and ensure required documents are processed accurately.
• Assist with onboarding and training new team members.
• Support additional operational tasks as needed to ensure effective account management.

Requirements:

The ideal candidate has strong experience in personal lines insurance, excellent client service skills, and the ability to independently manage account responsibilities with accuracy and professionalism.

• Active California Property & Casualty Insurance License in good standing.
• Minimum of 4 years of experience in Personal Lines Insurance.
• Strong verbal and written communication skills.
• Excellent attention to detail and accuracy when handling client and policy information.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Experience with agency management systems, especially AMS360, is highly preferred.
• Strong organizational skills with the ability to prioritize and manage multiple tasks.
• Sound judgment, problem-solving abilities, and strong decision-making skills.
• Ability to work effectively in a fast-paced production environment.
• Team-oriented mindset with a commitment to collaboration.
• Reliable attendance and professional accountability.

Benefits:

• Competitive salary range of approximately $60,000 - $80,000 USD, depending on experience, location, and performance.
• Medical, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Company-paid life insurance.
• Short-term disability (STD) and long-term disability (LTD) coverage.
• Paid time off starting at 18 days per year.
• 10 paid holidays and 2 floating holidays.
• Opportunity to work in an on-site or hybrid work environment.
• Professional growth opportunities within a growing insurance organization.
• Supportive and collaborative workplace culture.