Personal Lines Account Manager - High-Volume Insurance, Mon-Fri

George Mauricio Agency Inc; Visalia (CA); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Base salary + commissions

Health insurance

PTO

Mon-Fri schedule

Retirement plan

Résumé du poste

George Mauricio-Farmers Insurance Agency in California is seeking an experienced Personal Lines Account Manager to handle a busy book and deliver exceptional service. This role emphasizes ownership, high-volume processing, and a commitment to client satisfaction in a fast-paced environment.

The position requires an active California P&C license, strong Spanish/English bilingual skills, and proven ability to manage policy changes, billing, renewals, and service requests with accuracy and

Qualifications

• Active California P&C or Personal Lines license required.
• Spanish/English bilingual strongly preferred.
• Personal lines insurance experience in a high-volume setting.
• Excellent communication and customer service skills.
• Proficient with policy changes, endorsements, billing, renewals.

Responsabilités

• Manage and service an assigned book of personal lines customers.
• Handle policy changes, endorsements, billing questions, renewals, and service requests.
• Provide exceptional customer service by phone, email, and in person.
• Review policies and identify additional coverage needs.
• Assist with customer retention and account-rounding opportunities.
• Follow up on outstanding requests and ensure issues are resolved.
• Work closely with producers, account managers, and other agency staff.
• Maintain accurate customer records and documentation.
• Work across multiple agency and carrier systems to serve clients.

Connaissances

Bilingual (Spanish/English)

Customer service

Communication

Multi-tasking

Sales experience

Formation

California P&C license (Personal Lines)

Outils

Policy management systems

Microsoft Office

Description du poste

George Mauricio-Farmers Insurance Agency in California is seeking an experienced Personal Lines Account Manager to handle a busy book and deliver exceptional service. This role emphasizes ownership, high-volume processing, and a commitment to client satisfaction in a fast-paced environment.

The position requires an active California P&C license, strong Spanish/English bilingual skills, and proven ability to manage policy changes, billing, renewals, and service requests with accuracy and