Personal Lines Account Manager
- $70,000 - $75,000
- Walnut Creek, CA
A bit about us:
We are a division of a very large independent, national insurance brokerage that services clients nationwide.
Why join us?
We pride ourselves on our culture. We we are passionate about collaboration and growth. Collaboration is at the center of our culture. Collaboration helps us elevate the client experience, ensuring we grow with integrity, both as an organization and as individuals. We value an inclusive and diverse work environment and take care of our employees.
We value individual contributions, superior customer service, high performance standards, and a collaborative work style. We provide a great team environment and an opportunity for personal and professional growth. In addition, we offer an outstanding compensation and benefits package including educational assistance and a 401(k) plan with company match.
We value individual contributions, superior customer service, high performance standards, and a collaborative work style. We provide a great team environment and an opportunity for personal and professional growth. In addition, we offer an outstanding compensation and benefits package including educational assistance and a 401(k) plan with company match.
Job Details
The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients, ensuring excellent customer service, policy accuracy, and strong client relationships. This role involves handling new and renewal business, processing policy changes, and providing insurance solutions tailored to clients’ needs.
Key Responsibilities:
Manage day-to-day servicing of personal lines accounts, including homeowners, auto, umbrella, renters, and other personal insurance policies.
Provide proactive communication and support to clients regarding coverage, claims, billing, and policy inquiries.
Prepare quotes, remarket accounts, and present coverage options to clients.
Review renewals for accuracy, identify coverage gaps, and recommend appropriate policy changes or enhancements.
Process endorsements, cancellations, reinstatements, and other policy transactions in a timely manner.
Maintain accurate client files and documentation in the agency management system.
Collaborate with carriers to resolve coverage or billing issues on behalf of clients.
Support producers with new business development by preparing proposals and assisting with client presentations.
Stay current on industry products, coverage changes, and market trends to provide informed guidance to clients.
Qualifications:
Property & Casualty Insurance License required (state-specific).
2–5 years of experience in personal lines account management or related insurance role.
Strong knowledge of personal insurance products and coverages.
Excellent communication, customer service, and problem-solving skills.
Proficiency with agency management systems (e.g., EPIC, AMS360, Applied) and Microsoft Office Suite.
Ability to prioritize multiple tasks while maintaining attention to detail.
Key Responsibilities:
Manage day-to-day servicing of personal lines accounts, including homeowners, auto, umbrella, renters, and other personal insurance policies.
Provide proactive communication and support to clients regarding coverage, claims, billing, and policy inquiries.
Prepare quotes, remarket accounts, and present coverage options to clients.
Review renewals for accuracy, identify coverage gaps, and recommend appropriate policy changes or enhancements.
Process endorsements, cancellations, reinstatements, and other policy transactions in a timely manner.
Maintain accurate client files and documentation in the agency management system.
Collaborate with carriers to resolve coverage or billing issues on behalf of clients.
Support producers with new business development by preparing proposals and assisting with client presentations.
Stay current on industry products, coverage changes, and market trends to provide informed guidance to clients.
Qualifications:
Property & Casualty Insurance License required (state-specific).
2–5 years of experience in personal lines account management or related insurance role.
Strong knowledge of personal insurance products and coverages.
Excellent communication, customer service, and problem-solving skills.
Proficiency with agency management systems (e.g., EPIC, AMS360, Applied) and Microsoft Office Suite.
Ability to prioritize multiple tasks while maintaining attention to detail.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.