Personal Lines Account Manager

Overview Personal Lines Insurance Account Manager needed for an Independent Insurance Agency located in Sherman Oaks, CA. Our client is looking to add a licensed Personal Lines Account Manager to their growing team. This person will play a key role in building strong client relationships, delivering exceptional customer service, and creating positive experiences for personal lines clients. The ideal candidate will be responsive, detail-oriented, and confident assisting clients with policy questions, account updates, and coverage needs. Responsibilities Manage communication between clients and carriers Assist producers with quotes Process all applications, policies and endorsements for clients, review for accuracy Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken Process agency bill renewals and client invoices Cross-sell/up-sell products to existing customers Remain current and knowledgeable on every aspect of supported product Advise clients on their risk profile Conduct policy reviews and recommend and adjust coverages as needed Requirements At least 3-5 years of experience working in personal lines Familiarity with the Personal Lines marketplace, including coverages (home, auto, umbrella, specialty), underwriting, and carrier guidelines Active Property and Casualty license is required AMS 360 is preferred Exceptional communications skills, both written and verbal Ability to work independently and as part of a team; well organized and detail oriented Details Hours : Full-Time Hours, Mon-Fri, 08:00 am – 5:00 pm Duration : Direct Hire Workplace : Hybrid role offered; working 2-3 days from home on a weekly basis Pay : $75,000 - $100,000, depending on experience. To qualify for $85k+ you must have HNW experience and recent Personal Lines Account Manager experience with AMS360 Benefits : This client offers a full comprehensive benefits package #J-18808-Ljbffr SDI Staffing