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Base pay range
$65,000.00/yr - $75,000.00/yr Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
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 be 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 be at the forefront to make a difference for our clients.
Job Details
The Personal Lines Account Manager will be responsible for managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention. This role involves providing personalized service, handling renewals, processing policy changes, and advising clients on the best insurance products to meet their needs.
Key Responsibilities
Client Service and Relationship Management
Build and maintain strong relationships with clients.
Respond promptly to client inquiries and provide expert advice on insurance products.
Address client concerns and resolve issues in a timely and efficient manner.
Conduct regular client reviews to ensure coverage meets their evolving needs.
Policy Management
Handle new business, renewals, and policy changes efficiently.
Review and analyze insurance applications, endorsements, and renewals for accuracy and compliance.
Process policy endorsements, cancellations, and reinstatements.
Ensure all documentation and client records are accurately maintained in the system.
Sales and Cross-Selling
Identify opportunities for cross-selling and up-selling additional insurance products and services.
Provide quotes and assist clients in selecting appropriate coverage.
Achieve sales targets and contribute to the growth of the personal lines book of business.
Claims Assistance
Assist clients with the claims process, providing guidance and support from initial filing to resolution.
Liaise with insurance carriers and claims adjusters to ensure timely and fair claim settlements.
Compliance and Risk Management
Stay current on industry trends, insurance regulations, and company policies.
Ensure all activities are conducted in compliance with insurance laws and ethical standards.
Conduct risk assessments and provide recommendations to clients to minimize potential losses.
Team Collaboration
Work closely with other account managers, producers, and support staff to ensure a seamless client experience.
Participate in team meetings and contribute to the development of best practices.
Qualifications
Education
High school diploma or equivalent; Bachelors degree preferred.
Relevant insurance certifications (e.g., CISR, CIC) are a plus.
Experience
Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role.
Proven track record of client relationship management and retention.
Skills
Strong knowledge of personal lines insurance products and coverage options.
Excellent communication and interpersonal skills.
Detail-oriented with strong organizational and time management abilities.
Proficient in insurance management software and Microsoft Office Suite.
Ability to work independently and as part of a team.
Sales-oriented mindset with the ability to identify and capitalize on opportunities.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Seniority level
Seniority level
Not Applicable Employment type
Employment type
Full-time Job function
Job function
Sales and Business Development Industries
Human Resources Services, Technology, Information and Internet, and Hospitals and Health Care Referrals increase your chances of interviewing at Jobot by 2x Get notified about new Personal Line Account Manager jobs in
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$65,000.00/yr - $75,000.00/yr Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
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 be 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 be at the forefront to make a difference for our clients.
Job Details
The Personal Lines Account Manager will be responsible for managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention. This role involves providing personalized service, handling renewals, processing policy changes, and advising clients on the best insurance products to meet their needs.
Key Responsibilities
Client Service and Relationship Management
Build and maintain strong relationships with clients.
Respond promptly to client inquiries and provide expert advice on insurance products.
Address client concerns and resolve issues in a timely and efficient manner.
Conduct regular client reviews to ensure coverage meets their evolving needs.
Policy Management
Handle new business, renewals, and policy changes efficiently.
Review and analyze insurance applications, endorsements, and renewals for accuracy and compliance.
Process policy endorsements, cancellations, and reinstatements.
Ensure all documentation and client records are accurately maintained in the system.
Sales and Cross-Selling
Identify opportunities for cross-selling and up-selling additional insurance products and services.
Provide quotes and assist clients in selecting appropriate coverage.
Achieve sales targets and contribute to the growth of the personal lines book of business.
Claims Assistance
Assist clients with the claims process, providing guidance and support from initial filing to resolution.
Liaise with insurance carriers and claims adjusters to ensure timely and fair claim settlements.
Compliance and Risk Management
Stay current on industry trends, insurance regulations, and company policies.
Ensure all activities are conducted in compliance with insurance laws and ethical standards.
Conduct risk assessments and provide recommendations to clients to minimize potential losses.
Team Collaboration
Work closely with other account managers, producers, and support staff to ensure a seamless client experience.
Participate in team meetings and contribute to the development of best practices.
Qualifications
Education
High school diploma or equivalent; Bachelors degree preferred.
Relevant insurance certifications (e.g., CISR, CIC) are a plus.
Experience
Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role.
Proven track record of client relationship management and retention.
Skills
Strong knowledge of personal lines insurance products and coverage options.
Excellent communication and interpersonal skills.
Detail-oriented with strong organizational and time management abilities.
Proficient in insurance management software and Microsoft Office Suite.
Ability to work independently and as part of a team.
Sales-oriented mindset with the ability to identify and capitalize on opportunities.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Seniority level
Seniority level
Not Applicable Employment type
Employment type
Full-time Job function
Job function
Sales and Business Development Industries
Human Resources Services, Technology, Information and Internet, and Hospitals and Health Care Referrals increase your chances of interviewing at Jobot by 2x Get notified about new Personal Line Account Manager jobs in
San Luis Obispo, CA . Sales and Customer Service Representative
San Luis Obispo, CA $18.50-$19.00 4 weeks ago San Luis Obispo, CA $17.55-$19.00 13 hours ago Pismo Beach, CA $17.55-$19.00 13 hours ago Customer Service Agent, Cross Functional (Full-Time)
Customer Service Agent, Cross Functional (Part-Time)
Arroyo Grande, CA $16.50-$16.50 3 weeks ago CA - ATV Customer Service Rep at Oceano Dunes - SUNBUGGY 2025
San Luis Obispo, CA $19.00-$19.00 2 weeks ago San Luis Obispo, CA $75,000.00-$80,000.00 1 day ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr