Personal Lines Account Manager - Temporary - California Remote

Insurance Relief; California (MO); Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Fully remote: equipment provided

Job summary

Insurance Relief is seeking a Personal Lines Account Manager to deliver prompt service to clients and producers, review applications, and coordinate coverages. This full-service brokerage focuses on personal lines and requires a California license and strong insurance knowledge.

The role is remote with equipment provided, and welcomes a tech-savvy professional who proficiently uses Applied Epic and MS Office to enhance efficiency and client outcomes.

Qualifications

• At least 3+ years of personal lines brokerage experience.
• Active Property & Casualty license is required.
• Strong technical insurance knowledge and understanding of agency functions.
• Excellent reading, writing and communication skills.
• Tech-savvy with Applied Epic and MS Office.

Responsibilities

• Provide prompt and professional service to clients and producers.
• Review insurance applications.
• Compile data on insurance policy changes and records.
• Coordinate and oversee services, coverages, pricing, and proposals, and finalize sales.
• Assist other departments when needed.

Skills

3+ years personal lines brokerage

Tech-savvy

Communication skills

Reading and writing

Education

Property & Casualty License

Tools

Applied Epic

Microsoft Office (Excel, Word, PowerPoint)

Database management systems

Job description

*Urgently hiring!*

*Must reside in California to apply*

The Company:

Are you looking for a great new opportunity? Our growing insurance company is looking for a Personal Lines Account Manager with tech-savvy skills to help provide excellent service to clients. This full-service brokerage wants to continue expanding and has been very successful. If you are a fast learner and a skilled insurance professional, this position may be an amazing opportunity!

What's in it for you?

• Fully remote: equipment provided
• Monday - Friday

What we need from you:

• Experience - You have at least 3+ years of personal lines brokerage experience
• Licensed - You have your active Property & Casualty License
• Knowledge - You have strong technical insurance knowledge, including coverage and product knowledge, as well as a strong understanding of agency functions and procedures
• Comprehensive Knowledge - You can read, write, and communicate efficiently and effectively.
• Tech-savvy - You are proficient with Applied Epic, Microsoft Office: Excel, Word, and PowerPoint, and other database management systems

The Position:

• Provide prompt and professional service and insurance needs to clients and producers
• Review insurance applications
• Compile data on insurance policy changes and records
• Coordinate and oversee services, coverages, pricing, and proposals, and finalize sales
• Be of assistance to all other departments whenever necessary

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.