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Jobot

Personal Lines Account Manager

Jobot, Fresno

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3 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $75,000.00/yr

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Job details

This Jobot Job is hosted by Dana Stark

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $65,000 - $75,000 per year

A Bit About Us

We are one of the largest independent insurance agencies in California. We provide all lines of insurance to a group of clients throughout the U.S.

Why join us?

As one of Californias largest and fastest growing independent insurance agencies, we are committed to being on the leading edge of insurance in the state. Whether its through training, securing unique lines of coverage, or developing new resources, we are dedicated to making a difference for our clients.

Job Details

The Personal Lines Account Manager will manage and service a book of personal insurance accounts, ensuring client satisfaction and retention. Responsibilities include providing personalized service, handling renewals, processing policy changes, and advising clients on suitable insurance products.

Key Responsibilities
  • Client Service and Relationship Management: Build and maintain strong relationships, respond promptly to inquiries, address concerns, conduct client reviews.
  • Policy Management: Handle new business, renewals, policy changes, review applications, endorsements, cancellations, and ensure accurate documentation.
  • Sales and Cross-Selling: Identify opportunities, provide quotes, achieve sales targets.
  • Claims Assistance: Guide clients through the claims process, liaise with carriers and adjusters.
  • Compliance and Risk Management: Stay updated on industry trends, ensure legal and ethical compliance, conduct risk assessments.
  • Team Collaboration: Work with colleagues, participate in meetings, contribute to best practices.
Qualifications

High school diploma or equivalent; Bachelors preferred. Relevant certifications (e.g., CISR, CIC) are a plus. 2-3 years of experience in personal lines insurance, with a proven track record. Skills include knowledge of insurance products, excellent communication, organizational skills, proficiency in software, and a sales-oriented mindset.

Interested? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We promote diversity and consider all qualified candidates without discrimination. Background checks may be performed as required by law.

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

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