Account Manager, Personal Lines

Ori-gen; Cypress (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with Company Match

Paid Time Off

Licensing Renewal Assistance

Job summary

The J. Morey Company - an Ori-gen Family Company is seeking an Account Manager, Personal Lines to manage a book of personal insurance clients and support agency relationships.

You will deliver proactive service, coordinate renewals, review coverage needs, and provide insurance solutions aligned with client goals. The ideal candidate holds a California P&C license, has at least 3 years in personal lines, and excels at client communication, detail orientation, and building long-term relationships

Qualifications

• Active California Property & Casualty License required.
• Minimum 3 years of Personal Lines insurance experience.
• Experience managing a Personal Lines book of business.
• Strong understanding of Homeowners, Auto, Umbrella, Renters, Condo, and RV coverages.
• Excellent verbal and written communication skills.

Responsibilities

• Serve as the primary day-to-day contact for assigned personal insurance clients.
• Build and maintain strong client relationships through proactive communication and exceptional service.
• Advise clients regarding policy changes, coverage options, endorsements, billing questions, and insurance solutions.
• Process policy changes, endorsements, cancellations, evidence of insurance, and other servicing requests.
• Respond promptly to client inquiries via phone, email, and other channels.
• Assist clients with claims reporting and coordinate with carriers to support the claims process.
• Maintain complete and accurate client records within the agency management system.

Tools

Applied Epic

Agency management systems

Job description

Account Manager, Personal Lines

The J. Morey Company - an Ori-gen Family Company

Salary Range: Final compensation will be determined based on experience, licensing, technical expertise, book complexity, and overall qualifications.

Reports To: Personal Lines Manager

Build a Career with Purpose

At the J. Morey Company, we believe insurance is about more than policies and premiums- it's about protecting individuals, families, and the communities we serve.

As part of the Ori-gen family of companies, we are proud to carry forward a legacy built over 45 years of trusted relationships, service, and community impact. Our mission is simple: Remember where you came from...and create a new future for the generations that follow.

We are looking for professionals who take pride in helping others, delivering exceptional service, and building meaningful relationships. If you're looking to grow your career with an organization that values integrity, collaboration, and community involvement, we'd love to hear from you.

Position Overview

The Personal Lines Account Manager is responsible for managing and servicing an assigned book of personal insurance clients while supporting the retention growth of agency relationships. This role works closely with clients, insurance carriers, and internal teammates to provide proactive service, coordinate renewals, review coverage needs and deliver insurance solutions that align with clients' evolving needs. The ideal candidate is detailed oriented, technically proficient, responsive, and committed to delivering an exceptional client experience. Most importantly, you are a relationship builder who enjoys helping individuals and families protect what matters. most

What You'll Do

Client Service & Account Management

• Serve as the primary day-to-day contact for assigned personal insurance clients.
• Build and maintain strong client relationships through proactive communication and exceptional service.
• Advise clients regarding policy changes, coverage options, endorsements, billing questions, and insurance solutions.
• Process policy changes, endorsements, cancellations, evidence of insurance, and other servicing requests.
• Respond promptly to client inquiries via phone, email, and other communication channels.
• Assist clients with claims reporting and coordinate with carriers to support the claims process.
• Maintain complete and accurate client records within the agency management system.

Renewals & Account Retention

• Manage the renewal process for assigned accounts.
• Review renewal policies for accuracy, coverage adequacy, and client needs.
• Present renewal options and discuss coverage recommendations with clients.
• Identify cross-sell and account rounding opportunities when appropriate.
• Coordinate with carriers to secure competitive solutions and maintain strong retention levels.
• Ensure all renewals are completed accurately and within agency timelines.

New Business Support

• Assist with quoting and placement of new personal lines accounts.
• Gather underwriting information and prepare carrier submissions.
• Prepare proposals and coverage comparisons for clients.
• Obtain signatures, required documentation, and completed applications.
• Support Producers and referral partners in delivering a seamless client experience.

Coverage Analysis & Compliance

• Review client insurance programs to identify potential gaps in coverage.
• Educate clients regarding available coverages and policy enhancements.
• Maintain compliance with agency procedures, carrier requirements, and industry regulations.
• Ensure all client files and communications are documented accurately and thoroughly.

What We're Looking For

Qualifications

• Active California Property & Casualty License required.
• Minimum 3 years of Personal Lines insurance experience.
• Experience managing a Personal Lines book of business.
• Strong understanding of personal insurance coverages including Homeowners, Auto, Umbrella, Renters, Condominium, and Recreational Vehicle policies.
• Experience working directly with insurance carriers and clients.
• Excellent verbal and written communication skills.
• Strong customer service and relationship management abilities.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and agency management systems.

Preferred Qualifications

• Experience with high-net-worth or affluent personal lines clients.
• Experience marketing personal lines accounts with multiple carriers.
• Knowledge of carrier underwriting guidelines and personal lines rating.
• Experience with Applied Epic or similar agency management systems.
• Bilingual abilities are a plus.

Why Join The J. Morey Company?

Comprehensive Portfolio of Benefits

• Medical, PPO, HMO & HSA options, Dental, Vision, Life, Disability, Critical Illness
• Voluntary Benefits, FSA Accounts, and more
• 401(k) with Company Match
• Paid Time Off
• Paid Volunteer – Philanthropic Time Off
• Paid Holidays
• Professional Development and Continuing Education Support
• Licensing Renewal Assistance

Meaningful Work

• Join an organization with more than 45 years of history and community impact.
• Help individuals and families protect what matters most.
• Be part of a growing company that values collaboration, service excellence, and giving back.
• Build long-term relationships with clients who value trusted advisors.
• Build a rewarding career with opportunities for growth and advancement.
• Join a culture that places Family & Having Fun within our Core Values.