Personal Lines Account Manager

The Personal Lines Account Manager assists customers in identifying their needs, determining the insurance options that provide the best value and then growing and maintaining the relationship over time. This position requires proactive sales and service including cross-selling additional products and services to round out relationships.

Benefits for the Personal Lines Account Manager:

• Health and Life Insurance
• Voluntary Dental and Vision Insurance
• 401(k) with company match
• Paid time off - vacation, sick time, monthly half-day Fridays & holidays
• Paid training and education time
• Competitive base salary (commensurate with experience)

QUALIFICATIONS:

• Active California Property and Casualty Insurance license is required
• Minimum 3 years of experience working in the insurance industry
• Strong understanding of underwriting and rating principles

SKILLS:

• Ability to work in paperless environment by adhering to approved documentation procedures
• Ability to manage time effectively and work independently
• Excellent interpersonal and customer service skills
• Excellent communication, both oral and written
• Basic computer and internet skills required

DUTIES AND RESPONSIBILITIES:

• Develop positive working relationship with clients during quote requests, changes to existing coverage and/or new policies. Determine carrier placement, complete applications or endorsements, and collect premium when applicable.
• Communicate with customers in a positive friendly manner and provide information about our personal lines coverage for homeowners, auto, umbrella and boat insurance products and services.
• Maintain timely and thorough customer and carrier interactions to minimize the potential for errors & omissions. Document all material conversations with insureds and/or carriers regarding exposures and coverages.
• Receive and review all terminations and cancellations to determine appropriate action.
• Handle premium collection through form letters and request cancellation of policies when necessary.
• Maintains working knowledge of all rating products and processes.

Job Types: Full-time, Permanent

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Insurance Industry: 3 years (Preferred)

License/Certification:

• California Property and Casualty insurance license (Required)

Work Location: In person