Personal Lines Senior Account Manager (Hybrid)

What You’ll Love About This Unique Opportunity

Litmus was created to make risk visible, measurable, and manageable – and we are just getting started. This is an exceptional opportunity to join a High-Net-Worth (HNW) insurance advisory practice inside a fast-growing, forward thinking, risk management firm. Work closely with firm leadership to service a Personal Lines portfolio and deliver exceptional customer service.

What We Are Seeking

Litmus Holdings, Inc. is seeking an experienced, relationship-driven Personal Lines Senior Account Manager who brings both strong technical expertise and a customer-focused mindset.

Job Responsibilities

• Independently manage a personal lines book , including policy changes, billing questions, renewals, cancellations, and reinstatement requests.
• Explain coverage, limits, deductibles, and exclusions clearly. Identify coverage needs and coordinate recommendations with producers.
• Prepare and review applications, proposals, quotes, and policy documents. Lead renewal outreach and coordinate remarketing with carriers and underwriters.
• Resolve escalated service concerns, keep clients informed, and assist with claim reporting and carrier follow-up.
• Maintain accurate client records, communication history, service requests, and follow-ups using EZLynx management system and HubSpot CRM.
• Service California personal lines accounts, including high-net-worth clients and high-value homes and properties.
• Provide guidance and contribute to improving client service workflows and documentation.

Minimum Requirements

• License: Property & Casualty ( CA )
• 5 years of California market experience servicing high-net-worth clients with an independent, tech-enabled insurance agency

Preferred Skills

• Certifications: CIC and/or CISR
• Management System: EZLynx
• Computer Skills: MS Outlook, MS Excel, HubSpot

Benefits

• Start Up Opportunity
• Bonus Eligibility

Employment Type: Full Time
Years Experience: 3 - 5 years
Salary: $90,000 - $110,000 Annual
Bonus/Commission: No