Personal Lines Account Manager

Trustomega; Modesto (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Trustomega in Modesto, California is seeking a client-focused personal lines account manager to act as a trusted contact for clients, guiding policy options, renewals, and ongoing coverage support. You will manage a portfolio focused on retention, respond to inquiries on changes, billing, and claims coordination, and work with carriers to resolve issues while maintaining thorough records.

A Property and Casualty license and strong communication, organization, and team collaboration are essential

Qualifications

• Experience in personal lines insurance and client-facing roles.
• License: Property and Casualty license required.
• Strong communication and organizational skills.
• Proficiency with agency management systems and MS Office.

Responsibilities

• Manage a portfolio of personal lines accounts focused on retention and service quality.
• Respond to client inquiries on policy changes, billing, and renewals.
• Review policies and identify opportunities to strengthen coverage.
• Prepare endorsements, renewals, certificates, and related documents.
• Maintain organized account records in the agency management system.
• Collaborate with carriers, underwriters, and internal teams to resolve issues.
• Support remarketing and assist with quotes for changes or renewals.
• Proactively communicate updates and gather required information from clients.
• Identify cross-sell and upsell opportunities aligned with client needs.
• Adhere to procedures, compliance and best practices.

Skills

Client relationship management

Insurance policy service

Renewal support

Problem-solving

Time management

Attention to detail

Professional communication

Team collaboration

Adaptability

Tools

Agency management system

Microsoft Office

Job description

Position Overview

We are seeking a client-focused and detail-oriented professional to join our team in a key account management role within personal insurance lines. In this position, you will serve as a trusted point of contact for clients, helping them navigate policy options, account service needs, renewals, and ongoing coverage support. The ideal candidate brings strong communication skills, a commitment to excellent service, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Manage a portfolio of personal lines insurance accounts with a focus on retention, service quality, and client satisfaction.
• Respond to client inquiries regarding policy changes, coverage details, billing, claims coordination, and renewal support.
• Review existing policies and identify opportunities to strengthen coverage based on client needs.
• Prepare and process policy updates, endorsements, renewals, certificates, and related documentation accurately and efficiently.
• Maintain organized and complete account records in the agency management system.
• Work closely with carriers, underwriters, and internal team members to resolve service issues and ensure timely follow-up.
• Support remarketing efforts and assist with quotes when coverage changes or renewal review is needed.
• Proactively communicate with clients to provide updates, gather information, and ensure a smooth service experience.
• Identify cross-sell and upsell opportunities when appropriate and aligned with client needs.
• Adhere to company procedures, compliance requirements, and industry best practices.

Qualifications

• Previous experience in personal lines insurance, account management, customer service, or a related client-facing role.
• Knowledge of homeowners, auto, umbrella, and other personal insurance coverages preferred.
• Strong verbal and written communication skills with a professional and approachable style.
• Excellent organizational skills and attention to detail.
• Ability to prioritize tasks, meet deadlines, and manage multiple accounts simultaneously.
• Proficiency with agency management systems, Microsoft Office, or similar business software.
• Property and casualty license required.
• Demonstrated commitment to delivering a positive client experience.

Key Skills

• Client relationship management
• Insurance policy service and renewal support
• Problem-solving and issue resolution
• Time management and organization
• Attention to detail
• Professional communication
• Team collaboration
• Adaptability in a fast-paced environment

What We Offer

• A collaborative and supportive work environment
• Opportunities for professional growth and development
• Meaningful client interaction and relationship-building opportunities
• Competitive compensation and benefits, based on experience and qualifications

Equal Opportunity Commitment

We are committed to building a diverse and inclusive workplace. Employment decisions are made based on qualifications, merit, and business needs, without regard to protected characteristics.