Personal Lines Account Manager

Role Overview

• Serve as the go-to resource for clients—answering questions, resolving issues, and guiding them through changes with professionalism and empathy.
• Manage service requests such as vehicle or coverage changes, lienholder updates, billing inquiries, payments, and new quotes.
• Spot opportunities to fill coverage gaps and educate clients on how to better protect themselves and their families.
• Build strong, lasting relationships by supporting your book of business and driving retention.
• Keep client records accurate and up to date with clear documentation and timely follow-up.
• Collaborate with your team and manager to ensure smooth service delivery and client satisfaction.
• Leverage your knowledge of products, carriers, and agency processes to provide exceptional service.

Requirements

• Licensed required in California for Property and Casualty
• 2-3 years Agency experience preferred; prior account management experience a plus.
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete work activities.

Benefits

• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)
• Ongoing training and career development opportunities including paid license renewal and continuing education
• The tools and support you need to succeed