Personal Lines Account Manager

Job Summary

Seeking a highly skilled and motivated Personal Lines Account Manager to join a growing team. This is an exciting opportunity to work in a collaborative and supportive environment within a family-owned insurance agency. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a proactive approach to client service.

Compensation Package

• Salary Range: $80,000 - $110,000 annually (commensurate with experience)
• Health Benefits: Medical insurance with 70% of employee costs covered; voluntary dental and vision plans available

Responsibilities

As a Personal Lines Account Manager, your primary responsibilities will include:

• Full servicing of personal lines accounts, including policy changes, renewals, and claims assistance
• Marketing renewals and quoting new business (approximately 80% renewals, 10% new business through cross-selling and referrals)
• Managing policy change requests, such as adding or removing vehicles
• Assisting clients with claims processing and providing exceptional customer service
• Invoicing and ensuring accurate documentation of client accounts
• Working with key carriers, including Mercury, Safeco, and the California Fair Plan

Qualifications/Requirements

To be successful in this role, candidates must meet the following qualifications:

• Licenses/Certifications: Property & Casualty (P&C) license required
• Experience: Minimum of 5 years of experience in personal lines insurance, with familiarity in working with Mercury systems highly preferred
• Technical Skills: Proficiency in HawkSoft or similar agency management software
• Soft Skills: Strong problem-solving abilities, excellent communication skills, organizational aptitude, and a personable, trainable demeanor

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