Senior Personal Lines Insurance Account Manager

gpac; Los Angeles (CA); On-site; USD 65,000 - 105,000; Full time

Job summary

gpac in Los Angeles seeks an experienced Personal Lines Account Manager to deliver exceptional service to clients and assist with policy questions, renewals, and coverage explanations.

You will review daily account activity, prepare renewal summaries, quote personal lines coverage with multiple carriers, and maintain client records in the agency management system. A valid P&C license and 5+ years' experience are required.

Qualifications

• Minimum 5 years of experience in a personal lines insurance agency role.
• Active Property & Casualty insurance license required.
• Prior experience with an independent insurance agency is preferred.
• Experience using Applied Systems or similar agency management software is a plus.

Responsibilities

• Provide exceptional customer service by assisting clients with policy questions and service requests.
• Review and process daily account activity including policy changes, claims notices, and certificates.
• Review policies for accuracy and prepare them for producer delivery or direct distribution to clients.
• Prepare renewal summaries and update renewal data in the agency management system.
• Quote personal lines coverage with multiple insurance carriers.
• Maintain accurate client records in the agency management system.

Skills

Detail-oriented

Organization

Communication

Self-motivated

Time management

Relationship building

Education

High school diploma

Insurance designations (CIC, CPCU, ARM, CISR) a plus

Tools

Applied Systems

Microsoft Office

Agency Management System

Job description

gpac in Los Angeles seeks an experienced Personal Lines Account Manager to deliver exceptional service to clients and assist with policy questions, renewals, and coverage explanations.

You will review daily account activity, prepare renewal summaries, quote personal lines coverage with multiple carriers, and maintain client records in the agency management system. A valid P&C license and 5+ years' experience are required.