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Personal Lines Insurance Account Manager

2 months ago

Palo Alto, United States Allied Brokers Insurance Agency Full time $52,000 - $84,000
Job DescriptionJob Description

Location: Palo Alto, San Jose, San Leandro, CA (Remote, In-Person, or Hybrid)

Position Type: Full-time, with Benefits and Commission Opportunities

Company Overview: Allied Brokers Insurance Agency, Inc. is a leading insurance agency serving the needs of individuals and families in California. We specialize in providing personalized insurance solutions tailored to meet the unique needs of our clients. With offices in Palo Alto, San Jose, and San Leandro, we are dedicated to delivering exceptional service and comprehensive coverage options.

Position Overview: We are seeking a dynamic and experienced Personal Lines Insurance Account Manager to join our team. The ideal candidate will have a strong background in personal lines insurance and possess excellent customer service and communication skills. This individual will be responsible for managing a portfolio of clients, assessing their insurance needs, and recommending appropriate coverage options.

Key Responsibilities:

  • Serve as the primary point of contact for clients, providing exceptional customer service and support.
  • Build and maintain strong relationships with clients to understand their insurance needs and preferences.
  • Conduct thorough insurance reviews to assess coverage gaps and recommend appropriate solutions.
  • Prepare and present insurance quotes to clients and prospects, explaining coverage options and benefits.
  • Process policy changes, endorsements, and renewals accurately and efficiently.
  • Proactively follow up with clients to ensure satisfaction and address any concerns or questions.
  • Collaborate with insurance carriers to obtain quotes, resolve issues, and negotiate terms on behalf of clients.
  • Stay current on industry trends, regulations, and product offerings to provide informed advice to clients.

Qualifications:

  • Bachelor’s degree preferred, but not required.
  • Minimum of 2-3 years of experience in personal lines insurance sales or account management.
  • Active California insurance license required.
  • Strong understanding of personal lines insurance products and coverages.
  • Excellent communication, interpersonal, and negotiation skills.
  • Detail-oriented with strong organizational and time management abilities.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Proficiency in insurance agency management systems and Microsoft Office Suite.

Benefits:

  • Competitive base salary of $52,000 for entry level, up to $84,000 for manager level
  • 25-50% commission opportunities on new business and broker fees
  • Health, dental, and vision insurance
  • 401(k) retirement plan with employer match
  • Paid time off and holidays
  • Professional development and training opportunities

Application Instructions: To apply for the Personal Lines Insurance Account Manager position, please submit your resume and cover letter detailing your relevant experience and qualifications. We look forward to reviewing your application and considering you for this exciting opportunity to join our team at Allied Brokers Insurance Agency, Inc.

Allied Brokers Insurance Agency, Inc. is an equal opportunity employer and is committed to diversity and inclusion in the workplace. We encourage individuals of all backgrounds to apply.

Company DescriptionAllied Brokers Insurance Agency, Inc. is a leading insurance agency serving the needs of individuals and families in California. We specialize in providing personalized insurance solutions tailored to meet the unique needs of our clients. With offices in Palo Alto, San Jose, and San Leandro, we are dedicated to delivering exceptional service and comprehensive coverage options.Company DescriptionAllied Brokers Insurance Agency, Inc. is a leading insurance agency serving the needs of individuals and families in California. We specialize in providing personalized insurance solutions tailored to meet the unique needs of our clients. With offices in Palo Alto, San Jose, and San Leandro, we are dedicated to delivering exceptional service and comprehensive coverage options.