Personal Lines Account Manager - High Net Worth

Personal Lines Account Manager - High Net Worth

Personal Lines Account Manager - High Net Worth - San Francisco, CA

Base pay range
: $70,000.00/yr - $90,000.00/yr

A growing independent insurance agency is actively seeking a Personal Lines Account Manager. With nearly 20 years in the insurance industry, this agency is known for ensuring client and employee satisfaction, offering a hybrid schedule with phenomenal benefits, including a 401(k) plan. This agency is committed to fostering an environment where employees can thrive!

• $70,000 - $90,000 annual salary, depending on experience
• Flexible schedule with a hybrid work schedule
• Full suite of benefits, including medical, dental, and vision insurance
• 401(k) plan
• Paid time off and paid holidays

• 4+ years of personal lines account management insurance experience in a brokerage
• Experience managing high-net-worth accounts preferred
• Active Property & Casualty License
• Strong coverage and product knowledge with an understanding of agency functions and procedures
• Exceptional verbal and written communication skills
• Experience with insurance agency management systems (Applied Epic preferred), Microsoft Office, and other database management systems

• Deliver exceptional customer service and address the insurance needs of clients and producers.
• Identify and develop new business opportunities through outside sales initiatives.
• Conduct thorough reviews of insurance applications.
• Cultivate and maintain client relationships to foster future business growth.
• Compile and manage data related to insurance policy changes and records.
• Coordinate and oversee services, coverages, pricing, and proposals, culminating in finalized sales.
• Uphold a high level of customer service and professionalism consistently.

Why Insurance Relief™? As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers and third‑party administrators to locate and place the best people for positions ranging from entry‑level to senior management. We invest the time to truly understand what you want to accomplish, and then do our best to find meaningful opportunities.

Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.

Referrals increase your chances of interviewing at Insurance Relief by 2x.