Account Manager

1 week ago


Novato, California, United States DEFENSIVE INSURANCE SERVICES INC Full time

DEFENSIVE INSURANCE SERVICES INC

Our company is a family-owned and client-focused insurance agency dedicated to providing tailored insurance solutions to individuals and families. We strive to build lasting relationships with our clients, earning their trust, guiding them to make informed decisions, and defending their future.

We are seeking an experienced Account Manager - Personal Lines to join our team in California. This role involves managing and maintaining a portfolio of personal lines insurance accounts, ensuring outstanding client satisfaction. The ideal candidate will have excellent communication skills, experience in the insurance industry, and a passion for helping people.

Responsibilities:

  • Manage a portfolio of personal lines insurance accounts, delivering exceptional client service.
  • Process policy changes, endorsements, renewals, and cancellations efficiently and accurately.
  • Collaborate with insurance carriers to secure competitive coverage options for clients.
  • Assess client needs and recommend appropriate coverage options.
  • Maintain detailed records in our agency management system.

Requirements:

  • A minimum of 2 years of experience in personal lines insurance or a related field.
  • An active California Property & Casualty Insurance License is required.
  • Excellent interpersonal and communication skills.
  • Strong organizational and time-management abilities.
  • Proficiency in insurance agency management systems and common office software.

Compensation: The estimated annual salary for this position is $60,000-$80,000, depending on experience, plus comprehensive benefits, including health and 401(k) with matching, paid time off, and ongoing training opportunities.



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