Personal Lines Account Manager

Use our easy apply form to send your application to Dana Stark, the Jobot Pro hosting this job. Compensation Based on Experience. Personal Lines Account Manager $65000 - $85000 per year | Walnut Creek, CA | On-Site | Permanent A bit about us: We are a division of a very large independent, national insurance brokerage that services clients nationwide. Why join us? We pride ourselves on our culture. We are passionate about collaboration and growth. Collaboration is at the center of our culture. Collaboration helps us elevate the client experience, ensuring we grow with integrity, both as an organization and as individuals. We value an inclusive and diverse work environment and take care of our employees. We value individual contributions, superior customer service, high performance standards, and a collaborative work style. We provide a great team environment and an opportunity for personal and professional growth. In addition, we offer an outstanding compensation and benefits package including educational assistance and a 401(k) plan with company match. Job Details The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients, ensuring excellent customer service, policy accuracy, and strong client relationships. This role involves handling new and renewal business, processing policy changes, and providing insurance solutions tailored to clients’ needs. Key Responsibilities Manage day-to-day servicing of personal lines accounts, including homeowners, auto, umbrella, renters, and other personal insurance policies. Provide proactive communication and support to clients regarding coverage, claims, billing, and policy inquiries. Prepare quotes, remarket accounts, and present coverage options to clients. Review renewals for accuracy, identify coverage gaps, and recommend appropriate policy changes or enhancements. Process endorsements, cancellations, reinstatements, and other policy transactions in a timely manner. Maintain accurate client files and documentation in the agency management system. Collaborate with carriers to resolve coverage or billing issues on behalf of clients. Support producers with new business development by preparing proposals and assisting with client presentations. Stay current on industry products, coverage changes, and market trends to provide informed guidance to clients. Qualifications Property & Casualty Insurance License required (state-specific). 2–5 years of experience in personal lines account management or related insurance role. Strong knowledge of personal insurance products and coverages. Excellent communication, customer service, and problem-solving skills. Proficiency with agency management systems (e.g., EPIC, AMS360, Applied) and Microsoft Office Suite. Ability to prioritize multiple tasks while maintaining attention to detail. Equal Opportunity Employer 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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. 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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy #J-18808-Ljbffr Australia-Employment