Personal Lines Account Manager

  • San Diego, CA
  • $70,000 - $90,000
Easy Apply Now

A bit about us:

We are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employee's growth.

Why join us?


401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance

Job Details

Fast-growing broker is seeking a licensed Personal Lines Account Manager to support one Producer's book of personal insurance accounts. This person will respond to client calls about policy changes, updates, and coverage questions, plus cross-sell on potential bundle saving opportunities. Up-selling clients may be required to ensure clients have the appropriate amount of insurance protection. This candidate will be responsible for providing timely and professional day-to-day client service working closely with the agency's personal lines clients. High net worth experience is a plus.

This is a remote position for someone with proven and demonstrated work ethic and remote performance.

Responsibilities will include:
Support and service a wide range of personal lines accounts
Support agency producers with customer service-related tasks
Handle incoming new business sales calls or walk-in business as needed
Cross-sell or account rounding as needed ensuring clients have appropriate coverage
Liaison between clients, producers, and insurance company representatives
Certificates, endorsements, binders, and first claims
Marketing, quoting, rating of new client business and account renewals.
Property & Casualty license required
Experience with auto, home, boat, and recreational policies
Minimum 3-5 years independent agency experience
Experience with account rounding/ cross-selling
Knowledge of Microsoft Excel, Word, and related software
Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred.
Experience with high-net worth clients is a plus
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Job Type
$70,000 - $90,000