Personal Lines Account Manager- Licensed

The Juris Agency; Turlock (CA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

PTO

Health Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

The George Mauricio Agency in California seeks a motivated Personal Lines Account Manager to join a growing team. This role thrives in a fast-paced environment, helping clients and collaborating with teammates to deliver tailored insurance solutions.

You will manage personal lines accounts (auto, home, umbrella), assist with policy changes and renewals, and support new business quoting. A valid Personal Lines or P&C license and at least 1 year of experience are required.

Qualifications

• Active Personal Lines License or P&C License required.
• Minimum of 1 year insurance industry experience.
• Strong communication and organizational skills.
• Ability to multitask in a high-volume, fast-paced office.
• Team-oriented mindset; Spanish-speaking is a plus.

Responsibilities

• Manage a portfolio of personal lines insurance accounts (auto, home, umbrella, etc.).
• Assist clients with policy changes, renewals, billing questions, and coverage reviews.
• Provide exceptional customer service and build long-term client relationships.
• Process endorsements, certificates, and documentation accurately and efficiently.
• Support new business quoting and cross-selling opportunities.
• Work closely with team members to ensure smooth daily operations.

Skills

Strong communication skills

Organizational skills

Multitasking

Team-oriented

Spanish skills

Education

P&C License

Job description

Job Description

The George Mauricio Agency is seeking a motivated and detail-oriented Personal Lines Account Manager to join our growing team. This role is ideal for someone who thrives in a fast-paced environment, enjoys helping clients, and works well both independently and as part of a collaborative team

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

• Manage a portfolio of personal lines insurance accounts (auto, home, umbrella, etc.)
• Assist clients with policy changes, renewals, billing questions, and coverage reviews
• Provide exceptional customer service and build long-term client relationships
• Process endorsements, certificates, and documentation accurately and efficiently
• Support new business quoting and cross-selling opportunities
• Work closely with team members to ensure smooth daily operations

Requirements

• Active Personal Lines License or Property & Casualty (P&C) License (required)
• Minimum of 1 year of insurance industry experience
• Strong communication and organizational skills
• Ability to multitask and perform in a high-volume, fast-paced office
• Team-oriented mindset with a positive attitude
• Spanish-speaking skills are a plus