Personal Lines Account Manager

Hebard Insurance Solutions; Loomis (CA); On-site; USD 85,000 - 110,000; Full time

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

At Hebard Insurance, we take pride in serving our community through personalized, high-touch insurance solutions. We prioritize building long-term relationships and delivering exceptional service to our client base.

About the Role

We are seeking a detail-oriented, strategic, and client-focused Personal Lines Account Manager to join our team in Loomis, CA. In this role, you will manage a book of business with a core focus on packaged lines. As the primary liaison for our clients, you will combine deep technical expertise with strategic account counseling to instill confidence, oversee the full renewal lifecycle, and proactively identify opportunities to better protect our clients.

Responsibilities

• Book Management: Oversee day-to-day policy lifecycles for home, auto, watercraft, and recreational lines.
• Renewal Cycle Ownership: Initiate and manage personal lines renewal reviews at least 60 days prior to policy expiration, maintaining an on-time completion rate.
• Account Counseling & Cross-Selling: Conduct strategic coverage evaluations to uncover monoline coverage gaps and transition accounts into comprehensive packaged policies.
• Client Communication: Respond to client inquiries promptly and effectively, ensuring zero task or follow-up items fall behind schedule.
• Team Collaboration: Work closely with the agency team to maintain an efficient, supportive, and positive office atmosphere.

Qualifications

• Experience: 5+ years of personal lines account management experience within an independent agency or brokerage environment.
• Education: High school diploma or equivalent.
• Location: Must be able to work 100% on-site at our Loomis, CA office.

Required Skills

• Confident & Growth-Minded: Grounded in technical P&C knowledge, confident in decision-making, and continuously looking to learn and expand skills.
• Highly Organized: Brings order, structure, and efficient processes to daily operations to manage high task volumes seamlessly.
• Account Counselor Mindset: Service-driven and proactive in reviewing client portfolios to ensure complete policy protection.
• Positive Team Player: Brings optimism, energy, and a collaborative spirit to a small-office setting, even during high-volume renewal periods.

Preferred Skills

• Education: Bachelor’s degree in Business, Finance, Accounting, or a related field.
• Designations: Industry certifications such as CIC, CPCU, CISR, CPRM, or CPRIA.
• Software: Hands-on proficiency with AMS360 and ImageRight.