Personal Lines Account Manager (Middle Market)

Insurance Relief; San Jose (CA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual salary from $70,000 - $80,000

Flexible Schedule

Weekly pay

Job summary

A growing insurance brokerage is looking for a Personal Lines Account Manager in San Jose, California. This role involves managing client accounts, ensuring top-tier service standards, and utilizing insurance knowledge to advise clients effectively. Candidates should have over 3 years' experience in the field and hold a valid Property & Casualty License. The position offers a competitive salary range of $70,000 - $80,000, with a hybrid schedule for optimal work-life balance.

Qualifications

• 3+ years of experience in personal lines brokerage.
• Ability to read, write, and communicate effectively.
• Strong command of insurance coverage and products.

Responsibilities

• Serve as the primary contact for clients on personal insurance needs.
• Review and process insurance applications for accuracy.
• Coordinate delivery of comprehensive insurance services.

Skills

Client relationship management

Technical proficiency in insurance

Effective communication

Knowledge of insurance terminology

Microsoft Office Suite

Applied Epic

Education

Active Property & Casualty License

Job description

Personal Lines Account Manager - Middle Market

Join a successful and growing insurance brokerage as a Personal Lines Account Manager. In this high-impact role, you will build strong relationships with clients, utilizing your technical proficiency and deep insurance knowledge to deliver best-in-class service. Thrive in a supportive, growth-oriented culture committed to your long-term success.

The Rewards & Benefits:

• Annual salary ranging from $70,000 - $80,000 depending on your experience
• Optimal Hybrid schedule working out of an office near you for peak productivity and balance
• Flexible Schedule
• Weekly pay!!

What You Bring to the Team:

• 3+ years of success in personal lines brokerage, ready to take ownership of complex, middle-market client accounts
• Demonstrate a strong technical command of insurance terminology, coverage, and products, backed by a clear understanding of agency operational excellence
• Active Property & Casualty License
• Exceptional ability to read, write, and communicate effectively, serving as a trusted advisor to clients
• Applied Epic
• Microsoft Office Suite (Excel, Word, PowerPoint)

The Position:

• Serve as the primary, professional point of contact for clients and producers, delivering prompt service and expert consultation on personal insurance needs.
• Meticulously review and process all insurance applications and compile critical data on policy changes to ensure accuracy and compliance.
• Coordinate and oversee the delivery of comprehensive insurance services, including evaluating coverages, determining pricing, developing proposals, and finalizing new business and renewals.
• Proactively collaborate with and provide necessary assistance to internal departments to ensure seamless client service and operational efficiency.

Apply Today!

Why Insurance Relief™?

As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers and third-party administrators to locate and place the best people for positions ranging from entry-level to senior management. We invest the time to truly understand what you want to accomplish, and then do our best to find meaningful opportunities.

Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.