Hybrid Personal Lines Account Manager — Middle Market

Insurance Relief; San Jose (CA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual salary from $70,000 - $80,000

Flexible Schedule

Weekly pay

Job summary

A growing insurance brokerage is looking for a Personal Lines Account Manager in San Jose, California. This role involves managing client accounts, ensuring top-tier service standards, and utilizing insurance knowledge to advise clients effectively. Candidates should have over 3 years' experience in the field and hold a valid Property & Casualty License. The position offers a competitive salary range of $70,000 - $80,000, with a hybrid schedule for optimal work-life balance.

Qualifications

• 3+ years of experience in personal lines brokerage.
• Ability to read, write, and communicate effectively.
• Strong command of insurance coverage and products.

Responsibilities

• Serve as the primary contact for clients on personal insurance needs.
• Review and process insurance applications for accuracy.
• Coordinate delivery of comprehensive insurance services.

Skills

Client relationship management

Technical proficiency in insurance

Effective communication

Knowledge of insurance terminology

Microsoft Office Suite

Applied Epic

Education

Active Property & Casualty License

Job description

A growing insurance brokerage is looking for a Personal Lines Account Manager in San Jose, California. This role involves managing client accounts, ensuring top-tier service standards, and utilizing insurance knowledge to advise clients effectively. Candidates should have over 3 years' experience in the field and hold a valid Property & Casualty License. The position offers a competitive salary range of $70,000 - $80,000, with a hybrid schedule for optimal work-life balance.