Personal Lines Account Manager

3 weeks ago


San Diego, United States Pave Talent Full time
Job DescriptionJob Description

Pave Talent is seeking a full-time Remote Personal Lines Account Manager for our client, a premier San Diego-based insurance agency specializing in Property & Casualty insurance. This role focuses on High Value Home Insurance, Commercial Real Estate, and Cyber Insurance. Although remote, a California P&C License is mandatory.


Responsibilities:

  • Client Relations:Cultivate and maintain positive relationships, promptly addressing questions and concerns.
  • Policy Management:Evaluate, recommend, and process policy changes based on client needs.
  • Quoting & Sales:Gather information for accurate quotes and present coverage options, with upselling as appropriate.
  • Claims Assistance:Serve as a liaison between clients and insurers, guiding clients through the claims process.
  • Administrative Duties:Maintain organized records, handle billing inquiries, and facilitate payments.
  • Continuous Learning:Attend training to stay updated with industry changes and regulations.
  • Team Collaboration:Work with agents, representatives, and underwriters to ensure seamless service.
  • Marketing & Retention:Engage in efforts to attract and retain clients, conducting regular portfolio reviews.
  • Risk Management:Assess clients' risk exposure and advise on suitable insurance products or strategies.


Qualifications:

  • Licensed by the Department of Insurance for P&C Lines in California
  • Minimum of 1-year experience servicing Personal Lines accounts
  • Experience supporting well-rounded accounts encompassing multiple lines of business (home, auto, umbrella, etc.)
  • High School Diploma required, Bachelors Degree preferred


Salary & Benefits:

Base Salary:$55K to $70K

Annual Bonus Potential:Eligible for a 20% annual bonus, distributed as 5% each quarter if company goals are met

Retirement Benefits:401(K) with a company match

Profit Sharing:Profit sharing at year-end

Healthcare:Great health insurance




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