Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role is pivotal in managing a book of business valued at $2M in premium, consisting of standard to middle-market personal lines accounts. The ideal candidate will have a strong understanding of the California insurance market, including exposure to the California Fair Plan and DIC coverage. This is a remote position, offering the flexibility to work from home while delivering exceptional service to clients.

Compensation Package

• Salary Range: $60,000 - $80,000 annually, commensurate with experience.
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

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

• Managing a book of business with accounts ranging from $5,000 to $40,000 in premium.
• Providing end-to-end account management, including assisting customers with renewals, processing endorsements, and advising on additional lines of coverage.
• Quoting new and renewal business as needed.
• Handling remarkets and delivering tailored insurance solutions to meet client needs.
• Collaborating with carriers such as Mercury, Travelers, Safeco, and E&S markets.
• Utilizing AMS 360 software to manage accounts efficiently.
• Maintaining a high level of organization and professionalism while delivering exceptional customer service.

Qualifications/Requirements

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

• Licenses/Certifications: Active Property & Casualty (P&C) license in California.
• Experience: Minimum of 3 years of experience in personal lines account management.
• Technical Skills: Proficiency in AMS 360 software.
• Knowledge: Familiarity with the California Fair Plan, DIC coverage, and working with carriers such as Mercury, Travelers, Safeco, and E&S markets.
• Soft Skills:
  • Personable and client-focused.
  • Trainable and eager to learn.
  • Solutions-oriented with the ability to think on their feet.
  • Highly organized and detail-oriented.

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