Personal Lines Insurance Account Manager

SDI Staffing; La Mesa (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Benefits offered

Job summary

SDI Staffing is seeking a Personal Lines Insurance Account Manager for an Insurance Agency in La Mesa, California. The ideal candidate will manage a $500,000 book of business, providing excellent service on homeowners and auto policies. Responsibilities include policy maintenance, renewals, and client inquiries. Candidates should have at least five years of relevant experience, hold an active CA Property/Casualty license, and be proficient in Microsoft Office and EPIC. This role offers full-time hours with remote flexibility after training.

Qualifications

• Minimum of five years’ experience as a Personal Insurance Account Manager.
• Recent experience in an Independent Agency environment required.
• Proficient in Microsoft Office Suite.

Responsibilities

• Manage and service a personal lines book of business totaling approximately $500K in revenue.
• Provide professional guidance and coverage recommendations to clients.
• Process policy changes, endorsements, renewals, and cancellations accurately.
• Remarketing policies to ensure competitive pricing.
• Quote and issue new personal lines policies for existing clients.
• Maintain documentation within the agency management system.

Skills

Client relationship management

Insurance policy knowledge

Coverage recommendations

Market expertise

Effective communication

Education

Active CA Property/Casualty license

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

EPIC

Job description

Personal Lines Insurance Account Manager needed for an Insurance Agency located in East County area of San Diego County, CA.

• HOURS: Full‑Time Hours, Mon‑Fri, 08:00 am – 04:30 pm.
• DURATION: Direct Hire
• WORKPLACE:
  • Remote, but must reside in California!
  • If lives within a reasonable driving distance of the office, a Hybrid schedule will be offered after training.
• PAY: $70,000 - $90,000 per year, depending on experience.
• BENEFITS: Benefits are offered

Job duties can include, but are not limited to:

The Personal Lines Account Manager will manage and service a $500,000 book of business in revenue, serving as the primary point of contact for personal insurance clients. This role supports homeowners, auto, and related personal lines policies, ensuring accurate coverage, proactive service, and a high level of client satisfaction.

The Account Manager will handle the full service lifecycle of existing accounts, including policy maintenance, coverage recommendations, remarketing, and new business placements for current clients, while maintaining strong carrier and internal relationships.

This position involves regular remarketing, so the Account Manager must be comfortable performing this function weekly and have solid market expertise.

This book has a dedicated Personal Lines Associate that handles 100% of:

• Notices of Cancellation
• Automatic Renewals
• Mortgage changes / Evidence Requests
• All new business data entry

Key Responsibilities

• Manage and service a personal lines book of business totaling approximately $500K in revenue.
• Provide professional guidance and coverage recommendations to clients based on individual needs and risk profiles.
• Process policy changes, endorsements, renewals, and cancellations accurately and efficiently.
• Remarketing policies as needed to ensure competitive pricing and appropriate coverage.
• Quote, bind, and issue new personal lines policies for existing clients (home, auto, umbrella, etc.).
• Review policies for accuracy, coverage adequacy, and compliance with carrier and regulatory requirements.
• Respond promptly to client inquiries via phone, email, and other communication channels.
• Maintain strong, professional working relationships with insurance carriers and internal agency departments.
• Assist clients with billing questions, claims reporting, and general policy support.
• Maintain accurate and organized documentation within the agency management system.
• Stay current on California insurance regulations, carrier guidelines, and product updates.

Requirements

• Minimum of five years’ experience, recently working as a Personal Insurance Account Manager within an Independent Agency environment.
• The qualified candidate must hold an active CA Property/Casualty license.
• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience required.