Personal & Commercial Lines Account Manager

The Juris Agency; Walnut (CA); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Hands on Training

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Résumé du poste

WAWA Insurance Agency in Walnut, CA seeks a Personal & Commercial Lines Account Manager to serve clients as a trusted advisor, bridging clients with peace of mind. You will manage day-to-day accounts, quote new business, service renewals, endorsements, and billing questions.

Join a warm, collaborative team with opportunities for growth, a Mon-Fri schedule, competitive compensation, benefits, training, and a strong community focus. On-site at our Walnut office.

Qualifications

• Active California Property & Casualty license.
• 2+ years of Property & Casualty insurance agency experience preferred.
• Hands-on Personal Lines experience, including homeowners and personal auto.
• Experience with BOP, general liability, commercial property, workers' comp and/or commercial auto is a plus.
• Strong written and verbal communication skills.
• Must be able to work on-site Monday–Friday at Walnut, CA office.
• Mandarin-speaking strongly preferred due to client base.

Responsabilités

• Serve as primary point of contact for Personal Lines clients and manage ongoing insurance needs.
• Quote and bind new Personal Lines business, including homeowners, auto, umbrella, rental property and related coverages.
• Handle Personal Lines renewals, remarketing, endorsements, billing questions, underwriting requests, cancellations and servicing.
• Assist with quoting and servicing Commercial Lines accounts (BOP, GL, commercial property, WC, commercial auto).
• Review policies and communicate recommendations clearly to clients.
• Work with carrier underwriters and service departments to resolve account issues.
• Proactively follow up on items and manage requests to completion.
• Identify cross-sell and account-rounding opportunities.
• Maintain accurate documentation in agency management and carrier systems.

Connaissances

Client communication

Attention to detail

Organization

Time management

Outils

Agency management systems

Carrier portals

Description du poste

Job Description

Welcome to WAWA Insurance Agency, where we believe that insurance is truly about people, not just policies. Based right here in the heart of Walnut, California, our team has spent years building a reputation for kindness, reliability, and genuine care. We are looking for a Personal & Commercial Lines Account Manager who wants more than just a job; we want someone who wants to be a part of a supportive work family. When you join us, you will be the bridge between our clients and the peace of mind they deserve.

You will handle the day-to-day management of accounts, but more importantly, you will be a trusted advisor to the families and business owners in our community. We foster a warm, collaborative environment where your voice matters and your hard work is noticed every single day. If you are a thoughtful problem-solver who enjoys helping others navigate the nuances of insurance, you will feel right at home here. We are eager to welcome a new teammate who shares our commitment to integrity and community connection, and we look forward to helping you grow your career in a space that values your contribution and your well-being.

This is not a narrowly defined service position. Our Account Managers are involved in quoting new business, servicing existing accounts, renewals, remarketing, endorsements, underwriting requests, billing issues, and ongoing client communication. We are looking for someone who takes ownership of their work, follows issues through to completion, and is comfortable working independently while collaborating with the rest of our team.

We offer a stable Monday-Fri work environment, competitive compensation, benefits, bonus and commission opportunities, and the opportunity to build a long-term career with an established independent agency.

Benefits

Hands on Training

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

• Serve as a primary point of contact for Personal Lines clients and take ownership of their ongoing insurance needs.
• Quote and bind new Personal Lines business, including homeowners, auto, umbrella, rental property and related coverages.
• Handle Personal Lines renewals, remarketing, endorsements, billing questions, underwriting requests, cancellations and general policy servicing.
• Assist with quoting and servicing Commercial Lines accounts, including BOP, general liability, commercial property, workers' compensation and commercial auto.
• Review policies and coverage options and communicate recommendations clearly to clients.
• Work directly with carrier underwriters and service departments to resolve account issues.
• Proactively follow up on outstanding items and manage requests through completion.
• Identify appropriate cross-sell and account-rounding opportunities.
• Maintain accurate documentation and client records in agency management and carrier systems.
• Work closely with agency owners and team members on complex accounts and client needs.

Requirements

• Active California Property & Casualty insurance license.
• 2+ years of Property & Casualty insurance agency experience strongly preferred.
• Hands-on Personal Lines experience, including quoting and servicing homeowners and personal auto insurance.
• Experience managing renewals, endorsements, remarketing, underwriting requests and carrier service issues.
• Commercial Lines experience strongly preferred.
• Experience with BOP, general liability, commercial property, workers' compensation and/or commercial auto is a plus.
• Strong understanding of insurance coverages, underwriting requirements and agency workflows.
• Excellent written and verbal client communication skills.
• Strong attention to detail, organization and follow-through.
• Ability to prioritize multiple client requests and deadlines without constant supervision.
• Comfortable working with agency management systems, carrier portals and other insurance technology.
• Mandarin-speaking strongly preferred due to our client base.
• Must be able to work on-site Monday-Fri at our Walnut, CA office.