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Personal Lines Account Manager

Job in Yorba Linda, Orange County, California, 92686, USA
Listing for: The Jonus Group
Full Time position
Listed on 2026-02-14
Job specializations:
  • Insurance
    Insurance Agent, Insurance Sales
  • Sales
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager/Agent to join a growing insurance agency. This role focuses on delivering high-quality service across a diverse portfolio of personal lines accounts within a stable, supportive, and relationship-driven environment. The ideal candidate is customer-focused, detail-oriented, and thrives in a collaborative setting while managing day-to-day account needs.

Job Description

Personal Lines Account Manager/Agent

Compensation Package
  • Salary: $60,000 - $75,000 annually, with additional commission opportunities on new policies.
  • Benefits:
    Comprehensive benefits package, including a 401(k) plan.
  • Work Environment:
    This is a full-time, in-office position.
Responsibilities
  • Provide exceptional service to clients by managing and servicing personal lines accounts.
  • Cross-sell mono-line policies to existing clients.
  • Quote new and renewal business, ensuring competitive and accurate pricing.
  • Handle walk-in customers and address their insurance needs.
  • Build and maintain strong relationships with clients and insurance carriers.
  • Utilize agency management software (Hawksoft) to manage accounts efficiently.
Qualifications/Requirements
  • Active Property & Casualty (P&C) license is required.
  • Minimum of 3 years of experience in servicing and selling personal lines insurance products.
  • Familiarity with multiple carriers, including Safeco, Travelers, Mercury, and Wholesale Markets.
  • Proficiency in using Hawksoft or similar agency management software is preferred.
  • Strong interpersonal and communication skills.
  • Highly organized, reliable, and a team-oriented mindset.
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