Experienced Personal Lines Account Manager On-Site Loomis

Hebard Insurance Solutions

Loomis (CA)

On-site

USD 85,000 - 110,000

Full time

3 days ago

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Job summary

Hebard Insurance Solutions is seeking a detail-oriented Personal Lines Account Manager to join our Loomis, CA team. You will manage a book focused on packaged lines, act as the primary liaison for clients, combine technical knowledge with strategic account counseling, and oversee the renewal lifecycle.

The role emphasizes proactive client service, renewal reviews, and opportunities to enhance client protections, with on-site work in Loomis and collaboration with our agency team.

Qualifications

5+ years of personal lines account management experience in an independent agency or brokerage.
High school diploma or equivalent required.
On-site work in Loomis, CA (100% on-site).

Responsibilities

Oversee day-to-day policy lifecycles for home, auto, watercraft, and recreational lines.
Initiate and manage personal lines renewal reviews at least 60 days prior to policy expiration.
Conduct strategic coverage evaluations to uncover monoline gaps and transition to packaged policies.
Respond to client inquiries promptly and effectively, ensuring timely follow-up.
Collaborate with the agency team to maintain a positive office atmosphere.

Skills

Confident & Growth-Minded

Highly Organized

Account Counselor Mindset

Positive Team Player

Education

High school diploma or equivalent

Bachelor’s degree in Business, Finance, Accounting, or related field

Tools

AMS360

ImageRight

Job description

The role emphasizes proactive client service, renewal reviews, and opportunities to enhance client protections, with on-site work in Loomis and collaboration with our agency team.

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