Personal Lines Account Executive

FINITETEK INC; Los Angeles (CA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

Carrier relationships access

Career growth opportunities

Job summary

FINITETEK INC is seeking a Personal Lines Account Executive to manage and grow a book of individual and family clients, focusing on home, auto, life, and specialty coverage with excellent service.

You will handle renewals, endorsements, and new business, coordinate with carriers, and pursue cross-selling opportunities. A California P&C license and 3+ years of personal lines experience are required; hybrid work is supported.

Qualifications

• Active California P&C license required.
• 3+ years personal lines account management experience.
• Experience with agency management systems is a plus.
• Strong written and verbal communication skills.
• Excellent customer service and relationship-management abilities.
• Strong attention to detail and organizational skills.

Responsibilities

• Manage a book of personal lines clients as the primary contact.
• Handle policy questions, changes, renewals, and client requests.
• Conduct annual coverage reviews to ensure policies meet clients' needs.
• Quote, bind, and process new personal lines business across home, auto, life, and specialty coverage.
• Process endorsements, cancellations, and renewals accurately and efficiently.
• Coordinate with carriers regarding underwriting questions and coverage changes.
• Explain insurance coverage and policy details clearly to clients.
• Identify cross-selling and account-rounding opportunities.
• Maintain accurate client records in the agency management system.
• Provide timely and professional follow-up to clients and carrier partners.

Skills

P&C license (California)

Account management experience

Client-service orientation

Detail-oriented

Tools

EPIC

AMS360

HawkSoft

Job description

Job title: Personal Lines Account Executive

Employment Type: Full-Time

Position Overview

We are seeking a Personal Lines Account Executive to manage and grow a book of individual and family clients. This role will focus on home, auto, life, and specialty insurance coverage, while providing exceptional client service and building long-term relationships.

Key Responsibilities

• Manage a book of personal lines clients as the primary point of contact.
• Handle policy questions, changes, renewals, and client requests.
• Conduct annual coverage reviews to ensure policies meet clients' current needs.
• Quote, bind, and process new personal lines business across home, auto, life, and specialty coverage.
• Process endorsements, cancellations, and renewals accurately and efficiently.
• Coordinate with insurance carriers regarding underwriting questions, coverage changes, and claims support.
• Explain insurance coverage and policy details clearly to clients.
• Identify appropriate cross-selling and account-rounding opportunities.
• Maintain accurate and up-to-date client records in the agency management system.
• Provide timely and professional follow-up to clients and carrier partners.

Qualifications

• Active California Property & Casualty (P&C) license required.
• 3+ years of personal lines account management experience within an agency or brokerage preferred.
• Experience with an agency management system such as EPIC, AMS360, or HawkSoft is a plus.
• Strong written and verbal communication skills.
• Excellent customer service and relationship-management abilities.
• Strong attention to detail and organizational skills.
• Ability to manage a high volume of renewals, endorsements, and client requests.
• Client-first mindset with strong follow-through.
• Experience with high-net-worth or complex personal lines, including coastal properties, fine art, and valuables, is a plus.
• Hybrid work schedule.
• Relationship-focused book of business.
• Access to established carrier relationships and specialty markets.
• Opportunities for professional growth and career advancement.
• Collaborative and client-focused work environment.