Remote Personal Lines Account Manager - P&C Licensed

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

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.