Personal Lines Account Manager

Turlockchamber; Turlock (CA); On-site; USD 33,062 - 38,572; Full time

Job summary

The Turlock Chamber seeks a Personal Lines Account Manager to support a book of business with professional, accurate, and courteous service from our Main Office in Turlock, CA. You will handle data gathering, submissions, proposals, and carrier communication to ensure proper coverage.

Responsibilities include processing policies, endorsements, and changes, maintaining client files, and providing ongoing client support to vendors and colleagues.

Qualifications

• A high school diploma or equivalent is required.
• Three years of Account Manager experience is required.
• An active Property & Casualty Insurance license is required.
• Proficient in Microsoft 365 Outlook, Word and Excel.
• Experience with AMS360 and ImageRight Management Systems is preferred.

Responsibilities

• Manage daily service requirements for personal lines clients.
• Gather data, prepare submissions, and communicate with insurance carriers.
• Create and present proposals, including comparing forms and providing analysis.
• Bind coverage with carriers and ensure proper coverage is issued.
• Process policies, endorsements, and other service tasks for accounts.
• Maintain client files and documentation with follow-ups.
• Communicate with clients, vendors, and coworkers for servicing.

Skills

Account management

Customer service

Communication

Education

High school diploma or equivalent

Property & Casualty license

Tools

AMS360

ImageRight

Microsoft 365

Job description

Personal Lines Account Manager# Personal Lines Account ManagerMain Office - Turlock, CA 95380## OverviewSalary Range$24.00 - $28.00 HourlyPosition TypeFull-TimeJob ShiftDayEducation LevelProperty & Casualty LicenseTravel PercentageNoneCategoryClaims## Description**Objective**This position is responsible for managing a Personal Lines book of business with professional, detailed, accurate, and courteous service. The Account Manager will continue to develop and develop their insurance expertise. **Essential Functions**Directly responsible for the daily service requirements including, but not limited to:* The marketing and renewal process for existing and new clients includes gathering data, preparing submissions, and communicating with the insurance carriers.* Creating and presenting proposals, including comparing forms and providing analysis to clients and coworkers* Binding coverage with carriers and following up to ensure the proper coverage was issued* Creating and maintaining applications, evidence of insurance, and other client data* Processing policies, change requests/ endorsements, and all other items related to the service of accounts* Maintaining the client's file, including documentation, and creating follow-ups* Communicating and assisting clients, vendors, and coworkers with information and servicing the Agency's accounts* Communicate any questions, training needs, or assistance with assigned tasks with the supervisor.* Complete all other essential functions as assigned.* Complete tasks according to Standard Operating Procedures.## Qualifications# Education and/or Experience* A high school diploma or equivalent is required* Three years of Account Manager experience is required* An active Property & Casualty Insurance license is required* Proficient in Microsoft 365 Outlook, Word and Excel* Experience with AMS360 and ImageRight Management Systems is preferred.**Physical Demands**The physical demands an employee must meet to perform the essential functions are below. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.* Frequently required to use manual dexterity.* Regularly required to sit at a desk and work on a computer for long periods.* Ability to talk and listen.* Occasionally required to stand, walk, reach with hands and arms; climb or balance; and stoop, kneel, or crouch.* Occasionally required to lift and/or move up to 10 pounds.* Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus.**Position Type**This position is a full-time, non-exempt position. The Agency provides compensation for all overtime hours worked by non-exempt employees in accordance with State and Federal laws.Hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m.The Agency may occasionally schedule a "work Saturday" where the office may be open from 8:00 a.m. to 5:00 p.m. or as determined by management. Employees may volunteer or be required to work.**Work Environment**Characteristics are relatively stable. The noise level is usually moderate, and the exposure to hazardous conditions is practically non-existent. Listed below are applicable special environmental conditions. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.* Fast-paced multi-tasking environment with high disruption* Ability to work alone or as part of a team**Disclaimer**This Job Description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice.This job description is not intended as a contract and is subject to change and revision. Any written contractual agreement will supersede this job description. All requirements may be modified to accommodate physically or mentally challenged employees.