Personal Lines Account Manager

Placing Top Insurance Talent Across CA and NV Personal Lines Account Manager Job Summary

Seeking a highly skilled and motivated Personal Lines Account Manager to join a growing team. This is an exciting opportunity to work in a collaborative and supportive environment within a family-owned insurance agency. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a proactive approach to client service.

• Salary Range: $80,000 - $110,000 annually (commensurate with experience)
• Health Benefits:
  
  Medical insurance with 70% of employee costs covered; voluntary dental and vision plans available

• Full servicing of personal lines accounts, including policy changes, renewals, and claims assistance
• Marketing renewals and quoting new business (approximately 80% renewals, 10% new business through cross-selling and referrals)
• Managing policy change requests, such as adding or removing vehicles
• Assisting clients with claims processing and providing exceptional customer service
• Invoicing and ensuring accurate documentation of client accounts
• Working with key carriers, including Mercury, Safeco, and the California Fair Plan

• Licenses/Certifications:
  
  Property & Casualty (P&C) license required
• Experience:
  
  Minimum of 5 years of experience in personal lines insurance, with familiarity in working with Mercury systems highly preferred
• Technical
  
  Skills:
  
  Proficiency in Hawk Soft or similar agency management software
• Soft Skills:
  
  Strong problem-solving abilities, excellent communication skills, organizational aptitude, and a personable, trainable demeanor

Mid-Senior level

Full-time

Sales, Business Development, and Finance

Banking, Financial Services, and Insurance