Personal Lines Account Manager

Trustomega; Clovis (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Trustomega in California is seeking a detail-oriented, client-focused professional to join our team in a role that supports personal insurance accounts and delivers exceptional customer experience. The ideal candidate will manage policy service requests, maintain strong relationships with clients and carrier partners, and ensure account activity is handled accurately and efficiently.

You will manage a portfolio of personal lines accounts, respond to inquiries, process changes and renewals,

Qualifications

• Experience in personal lines insurance, account management, or customer service.
• Strong knowledge of home, auto, umbrella, and renters coverage.
• Excellent communication and client-first mindset.
• Ability to manage multiple priorities and stay organized.
• Attention to detail and accurate documentation.

Responsibilities

• Manage a portfolio of personal lines insurance accounts with focus on service quality and retention.
• Respond to client inquiries, policy changes, billing questions, and coverage requests promptly.
• Process endorsements, renewals, cancellations, reinstatements, and other policy transactions accurately.
• Review coverage needs and assist with policy recommendations.
• Prepare and deliver policy documents, quotes, applications, and renewal materials.
• Maintain accurate account records in the agency management system and document interactions.
• Collaborate with underwriters, carriers, and internal teams to resolve service issues.
• Identify cross-sell and upsell opportunities and refer leads to sales as needed.
• Support compliance with procedures, regulations, and carrier requirements.
• Contribute to a positive team environment while meeting productivity goals.

Skills

Personal lines

Account management

Customer service

Communication

Organizational skills

Policy servicing

Tools

Agency management system

Microsoft Office

Job description

We are seeking a detail-oriented and client-focused professional to join our team in a role that supports personal insurance accounts and helps deliver an exceptional customer experience. The ideal candidate will manage policy service requests, maintain strong relationships with clients and carrier partners, and ensure account activity is handled accurately and efficiently.

Responsibilities

• Manage a portfolio of personal lines insurance accounts with a strong focus on service quality and retention.
• Respond to client inquiries, policy changes, billing questions, and coverage requests in a timely and professional manner.
• Process endorsements, renewals, cancellations, reinstatements, and other policy transactions accurately.
• Review coverage needs and assist with policy recommendations based on client goals and agency standards.
• Prepare and deliver policy documents, quotes, applications, and renewal materials.
• Maintain accurate account records in the agency management system and document all client interactions.
• Collaborate with underwriters, carriers, and internal team members to resolve service issues and support account growth.
• Identify cross-sell and upsell opportunities when appropriate and refer leads to the sales team as needed.
• Support compliance with company procedures, industry regulations, and carrier requirements.
• Contribute to a positive team environment while meeting productivity and service goals.

Qualifications

• Previous experience in personal lines insurance, account management, customer service, or a related field.
• Strong knowledge of personal insurance products such as home, auto, umbrella, and renters coverage.
• Excellent communication and interpersonal skills with a client-first mindset.
• Strong organizational skills and the ability to manage multiple priorities effectively.
• High attention to detail and a commitment to accuracy in documentation and policy servicing.
• Proficiency with agency management systems, Microsoft Office, or similar business software.
• Ability to work independently and collaboratively in a fast-paced environment.
• Active insurance license or willingness to obtain one, if required by the role.

Preferred Qualifications

• Experience in an independent agency or brokerage environment.
• Familiarity with multiple carriers and comparative rating platforms.
• Experience supporting renewals, retention initiatives, and policy remarketing.
• Professional insurance designations or coursework are a plus.

What We Offer

• A collaborative and supportive work environment.
• Opportunities for professional growth and development.
• Exposure to a broad range of personal lines insurance services.
• A chance to make a meaningful impact on client satisfaction and retention.

About the Opportunity

This role is well suited for someone who enjoys building trusted relationships, solving problems, and delivering dependable service. If you are organized, client-focused, and motivated to support a growing personal lines book of business, we encourage you to apply.