Personal Lines Account Manager

Salary65000
LocationYorba Linda
Job type Permanent
DisciplineAgency
Reference149809

Job description

Personal Lines Account Manager/Agent

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager/Agent to join a growing insurance agency. This role focuses on delivering high-quality service across a diverse portfolio of personal lines accounts within a stable, supportive, and relationship-driven environment. The ideal candidate is customer-focused, detail-oriented, and thrives in a collaborative setting while managing day-to-day account needs.

Compensation Package

  • Salary: $60,000 - $75,000 annually, with additional commission opportunities on new policies.
  • Benefits: Comprehensive benefits package, including a 401(k) plan.
  • Work Environment: This is a full-time, in-office position.

Responsibilities

  • Provide exceptional service to clients by managing and servicing personal lines accounts.
  • Cross-sell mono-line policies to existing clients.
  • Quote new and renewal business, ensuring competitive and accurate pricing.
  • Handle walk-in customers and address their insurance needs.
  • Build and maintain strong relationships with clients and insurance carriers.
  • Utilize agency management software (Hawksoft) to manage accounts efficiently.

Qualifications/Requirements

  • Active Property & Casualty (P&C) license is required.
  • Minimum of 3 years of experience in servicing and selling personal lines insurance products.
  • Familiarity with multiple carriers, including Safeco, Travelers, Mercury, and Wholesale Markets.
  • Proficiency in using Hawksoft or similar agency management software is preferred.
  • Strong interpersonal and communication skills.
  • Highly organized, reliable, and a team-oriented mindset.

#LI-DM2