Hybrid Personal Lines Account Manager

Posted 2 weeks ago

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About the role

  • Serve as the go-to resource for clients—answering questions, resolving issues, and guiding them through changes with professionalism and empathy.
  • Manage service requests such as vehicle or coverage changes, lienholder updates, billing inquiries, payments, and new quotes.
  • Spot opportunities to fill coverage gaps and educate clients on how to better protect themselves and their families.
  • Build strong, lasting relationships by supporting your book of business and driving retention.
  • Keep client records accurate and up to date with clear documentation and timely follow-up.
  • Collaborate with your team and manager to ensure smooth service delivery and client satisfaction.
  • Leverage your knowledge of products, carriers, and agency processes to provide exceptional service.

Requirements

  • Licensed required in California for Property and Casualty
  • 3 years Agency experience preferred.
  • Excellent communication skills; verbally and written.
  • Detail oriented and able to maintain compliance standards.
  • Must be dependable, provide timely response, and complete work activities.

Benefits

  • Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
  • Vision, Dental, HSA/FSA, & Life Insurance
  • Paid time off (vacation & sick time)

Job title

Personal Lines Account Manager

Job type

Experience level

Mid levelSenior

Salary

$60,000 - $70,000 per year

Degree requirement

High School Diploma

Location requirements

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