Personal Lines Account Manager - Turlock, CA

Insurance Relief; Turlock (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Insurance Relief in Turlock, CA is seeking a dynamic Personal Lines Account Manager to serve clients, manage accounts, and contribute to growth through proactive service and cross‑selling.

Requirements include 2+ years in Personal Lines, an active Property and Casualty license, and proficiency with EPIC, Microsoft Office, and carrier portals to process renewals, endorsements, and quotes.

You’ll join a collaborative team with competitive pay and comprehensive benefits.

Qualifications

• 2+ years of experience in Personal Lines, customer service, and the insurance industry.
• Active Property and Casualty license.
• Comprehensive understanding of various insurance products, markets, and ratings.

Responsibilities

• Proactively manage Personal Lines accounts, ensuring exceptional client satisfaction and retention.
• Drive business expansion through proactive renewal initiatives, effective cross-selling, and identifying new business opportunities via outside sales efforts.
• Be the go-to resource for clients, providing clear and concise assistance with billing questions, claims, and complex coverage inquiries.
• Confidently handle the binding and checking of policies, efficiently manage requests for endorsements and claims, and skillfully coordinate marketing renewals.
• Thoroughly review insurance applications, ensuring accuracy and compliance.
• Actively support current clients while strategically generating future business.
• Meticulously compile data on insurance policy changes and maintain precise records.
• Coordinate and oversee services, coverages, pricing, and proposals, expertly guiding clients through to finalized sales.

Skills

Personal Lines experience

Customer service

Insurance industry knowledge

Tools

EPIC management system

Microsoft Office

Carrier websites navigation

Job description

Personal Lines Account Manager - Turlock, CA

We're actively seeking a dynamic Personal Lines Account Manager to join a thriving and respected insurance company in Turlock, CA. This isn't just a job; it's a chance to become an integral part of a growing team where your dedication and energy are truly valued, and your contributions directly shape our clients' positive experiences. If you're passionate about delivering exceptional service and eager to grow with an organization that invests in your success, then we want to hear from you!

Why You'll Love Being Part of Our Team:

• Competitive annual salary of $40,000 - $60,000, tailored to your experience


• Enjoy a full suite of benefits, including medical and vision coverage, a strong 401(k) plan, and generous paid time off.


• Thrive in a company culture that prioritizes its employees, fostering a collaborative and professional atmosphere where you can truly excel.

What You'll Bring to the Role:

• 2+ years of solid experience in Personal Lines, customer service, and the insurance industry.


• Active Property and Casualty license.


• Comprehensive understanding of various insurance products, markets, and ratings.


• Proficient with the EPIC management system, Microsoft Office, seamless carrier website navigation, and other relevant software systems essential for the position.

Your Responsibilities:

As a Personal Lines Account Manager, you will be at the heart of our client relationships, playing a crucial role in managing accounts and fostering new business. Your day will be dynamic and rewarding, encompassing:

• Proactively manage Personal Lines accounts, ensuring exceptional client satisfaction and retention.


• Drive business expansion through proactive renewal initiatives, effective cross-selling, and identifying new business opportunities via outside sales efforts.


• Be the go-to resource for clients, providing clear and concise assistance with billing questions, claims, and complex coverage inquiries.


• Confidently handle the binding and checking of policies, efficiently manage requests for endorsements and claims, and skillfully coordinate marketing renewals.


• Thoroughly review insurance applications, ensuring accuracy and compliance.


• Actively support current clients while strategically generating future business.


• Meticulously compile data on insurance policy changes and maintain precise records.


• Coordinate and oversee services, coverages, pricing, and proposals, expertly guiding clients through to finalized sales.