Personal Lines Account Manager

Jobot; Modesto (CA); On-site; USD 65,000 - 75,000; Full time

Job summary

A leading independent insurance agency in California seeks a Personal Lines Account Manager to manage client accounts, ensuring satisfaction and retention. Responsibilities include client service, policy management, and sales. Join a dynamic team dedicated to client success and growth.

Qualifications

• Minimum 2-3 years in personal lines insurance.
• Proven track record in client relationship management.

Responsibilities

• Manage and service personal insurance accounts.
• Build strong client relationships and address inquiries.
• Assist clients with claims and ensure compliance.

Skills

Client Relationship Management

Communication

Detail-oriented

Organizational Skills

Sales-oriented Mindset

Education

High school diploma

Bachelor’s degree

Insurance certifications (e.g., CISR, CIC)

Tools

Insurance Management Software

Microsoft Office Suite

Job description

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Base pay range

$65,000.00/yr - $75,000.00/yr

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Job details

This Jobot Job is hosted by Dana Stark

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $65,000 - $75,000 per year

A Bit About Us

We are one of the largest independent insurance agencies in California. We provide all lines of insurance to a group of clients throughout the U.S.



Why join us?


As one of California’s largest and fastest growing independent insurance agencies, we are committed to be on the leading edge of insurance in the state. Whether it’s through training, securing unique lines of coverage or developing new resources, we are dedicated to be at the forefront to make a difference for our clients.

Job Details

The Personal Lines Account Manager will be responsible for managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention. This role involves providing personalized service, handling renewals, processing policy changes, and advising clients on the best insurance products to meet their needs.

Key Responsibilities

Client Service and Relationship Management

Build and maintain strong relationships with clients.

Respond promptly to client inquiries and provide expert advice on insurance products.

Address client concerns and resolve issues in a timely and efficient manner.

Conduct regular client reviews to ensure coverage meets their evolving needs.

Policy Management

Handle new business, renewals, and policy changes efficiently.

Review and analyze insurance applications, endorsements, and renewals for accuracy and compliance.

Process policy endorsements, cancellations, and reinstatements.

Ensure all documentation and client records are accurately maintained in the system.

Sales and Cross-Selling

Identify opportunities for cross-selling and up-selling additional insurance products and services.

Provide quotes and assist clients in selecting appropriate coverage.

Achieve sales targets and contribute to the growth of the personal lines book of business.

Claims Assistance

Assist clients with the claims process, providing guidance and support from initial filing to resolution.

Liaise with insurance carriers and claims adjusters to ensure timely and fair claim settlements.

Compliance and Risk Management

Stay current on industry trends, insurance regulations, and company policies.

Ensure all activities are conducted in compliance with insurance laws and ethical standards.

Conduct risk assessments and provide recommendations to clients to minimize potential losses.

Team Collaboration

Work closely with other account managers, producers, and support staff to ensure a seamless client experience.

Participate in team meetings and contribute to the development of best practices.

Qualifications

Education

High school diploma or equivalent; Bachelor’s degree preferred.

Relevant insurance certifications (e.g., CISR, CIC) are a plus.

Experience

Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role.

Proven track record of client relationship management and retention.

Skills

Strong knowledge of personal lines insurance products and coverage options.

Excellent communication and interpersonal skills.

Detail-oriented with strong organizational and time management abilities.

Proficient in insurance management software and Microsoft Office Suite.

Ability to work independently and as part of a team.

Sales-oriented mindset with the ability to identify and capitalize on opportunities.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Human Resources Services, Technology, Information and Internet, and Hospitals and Health Care

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