Personal Lines Insurance Account Manager
1 month ago
The Personal Lines Account Manager is responsible for delivering exceptional client service and managing client relationships, policy renewals, endorsements, claims handling, and providing top-notch customer service to personal insurance clients.
Key Responsibilities- Maintain and service a book of personal insurance clients, addressing inquiries related to policies, coverage options, billing, and claims.
- Proactively manage the renewal process, including reviewing coverage needs, obtaining quotes from carriers, and presenting renewal proposals to clients.
- Process policy changes such as endorsements, cancellations, and new business submissions within EPIC.
- Assist clients with claims, provide guidance on the process, and follow up with carriers to ensure timely resolution.
- Conduct coverage reviews for existing clients to identify potential gaps and recommend appropriate insurance solutions.
- Utilize the EPIC agency management system to manage client accounts, document interactions, track tasks, and ensure accurate record-keeping.
- Communicate and negotiate with insurance carriers to secure the best terms and coverage for clients.
- Work closely with producers, underwriters, and other team members to provide excellent client service and ensure the successful management of accounts.
- Stay up-to-date with industry regulations and ensure all processes comply with company policies and insurance guidelines.
- 1-2 years of experience in personal lines insurance account management.
- Proficiency in using the EPIC management system.
- Strong knowledge of personal insurance products (homeowners, auto, umbrella, etc.).
- Excellent communication and organizational skills.
- Ability to manage multiple tasks and prioritize effectively.
- Insurance license (Property & Casualty) required.
-
Personal Lines Insurance Account Manager
2 weeks ago
Tracy, California, United States Jobot Full timeJob Summary:The Personal Lines Account Manager is responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients.Key Responsibilities:Client Management: Maintain and service a book of personal insurance clients, addressing inquiries related to policies,...
-
Personal Lines Insurance Account Manager
2 weeks ago
Tracy, California, United States Jobot Full timeJob OverviewWe are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing exceptional customer service to personal insurance clients.Key ResponsibilitiesClient Management: Maintain...
-
Personal Lines Account Manager
4 weeks ago
Tracy, California, United States Jobot Full timeJob Summary:The Personal Lines Account Manager is responsible for delivering exceptional client service and managing client relationships, policy renewals, endorsements, claims handling, and providing top-quality service to personal insurance clients.Key Responsibilities:Maintain and service a book of personal insurance clients, addressing inquiries related...
-
Personal Lines Account Manager
1 month ago
Tracy, California, United States Jobot Full timeJob OverviewWe are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing exceptional customer service to personal insurance clients.Key ResponsibilitiesMaintain and service a book...
-
Personal Lines Account Manager
7 days ago
Tracy, California, United States Jobot Full timeAbout the Role:The Personal Lines Account Manager is a key position within our organization, responsible for managing client relationships and providing exceptional service to personal insurance clients. This role requires strong knowledge of insurance products, proficiency in using the EPIC management system, and the ability to work closely with team...
-
Personal Lines Account Manager
2 weeks ago
Tracy, California, United States Jobot Full timeJob SummaryThe Personal Lines Account Manager is responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients.The ideal candidate will have strong knowledge of insurance products, proficiency with the EPIC management system, and the ability to work...
-
Personal Lines Account Manager
4 weeks ago
Tracy, California, United States Jobot Full timeJob SummaryThe Personal Lines Account Manager is responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients.The ideal candidate will have strong knowledge of insurance products, proficiency with the EPIC management system, and the ability to work...
-
Personal Lines Team Lead
6 days ago
Tracy, California, United States Jobot Full timeWe are seeking a dynamic and experienced People Leader to oversee and guide our Personal Lines team. In this role, you will be responsible for driving team performance, ensuring exceptional client service, and leading the strategic growth of personal insurance portfolios.Key Responsibilities:Leadership & Team Development:Lead, mentor, and develop a...
-
Insurance Sales Leader
2 weeks ago
Tracy, California, United States Freeway Insurance Services America LLC Full timeJob Summary: We are seeking a highly motivated and experienced Store Manager to lead our sales team at Freeway Insurance Services America LLC. As a Store Manager, you will be responsible for driving sales performance, building relationships with customers, and mentoring team members to achieve operational targets. Key Responsibilities:Lead the sales team's...
-
Insurance Sales Representative
2 weeks ago
Tracy, California, United States Freeway Insurance Services America LLC Full timeUnlock Your Earning PotentialAs an Insurance Agent with Freeway Insurance Services America LLC, you will have the opportunity to sell nonstandard auto insurance to new and existing customers. Your primary goal will be to achieve or exceed sales production goals by soliciting new business and maintaining current business levels.Key Responsibilities:Solicit...
-
Insurance Team Lead
6 days ago
Tracy, California, United States Jobot Full timeJob Summary:We are seeking a dynamic and experienced People Leader to oversee and guide our Personal Lines team at Jobot. As a key member of our team, you will be responsible for driving team performance, ensuring exceptional client service, and leading the strategic growth of personal insurance portfolios.Key Responsibilities:Lead, mentor, and develop a...
-
Medical/Dental Account Representative
6 days ago
Tracy, California, United States Jobot Full timeJob Summary:The Personal Lines Account Manager at Jobot is responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients.The ideal candidate will have strong knowledge of insurance products, proficiency with the EPIC management system, and the ability to...
-
HOA General Manager
1 month ago
Tracy, California, United States Seabreeze Management Full timeGeneral ManagerSeabreeze Management Company is a leading provider of property management services, with a diverse portfolio of over 90,000 residential and commercial properties. Based in California, Seabreeze has a proven track record of delivering exceptional client experiences to commercial common-interest developments and homeowners' associations for over...
-
Senior Tax Accountant
7 days ago
Tracy, California, United States Kemper CPA Group Full timeJob OverviewKemper CPA Group LLP, a top 100 public accounting firm, is a multifaceted regional CPA firm with 26 offices in Indiana, Illinois, Kentucky, and California. We are currently seeking qualified candidates for a Senior Tax Accountant position in our Tracy, California office. Candidates may be considered for onsite or hybrid schedules.The Senior Tax...
-
Accounts Payable Supervisor
2 weeks ago
Tracy, California, United States Rosendin Full timeJob Title: Accounts Payable SupervisorRosendin is seeking an experienced Accounts Payable Supervisor to join our team. As a key member of our financial operations team, you will be responsible for overseeing the full cycle of accounts payable, ensuring compliance with company policies and external regulations.Key Responsibilities:Oversee the processing and...
-
Transportation Manager
1 month ago
Tracy, California, United States Ryder System Full timeJob Summary We are seeking a highly skilled Transportation Manager to join our Supply Chain Solutions division in Tracy, CA. As a key member of our team, you will be responsible for managing all activities associated with the efficient operation of accounts, including P&L responsibility, customer satisfaction, compliance, employee relations, and...
-
Utility Person II
2 weeks ago
Tracy, California, United States Tracy Unified School District Full timeJob Summary:Tracy Unified School District is seeking a qualified Utility Person II to join our team. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our schools and district offices.Responsibilities:Assist with various tasks and projects as assigned by management.Provide support to teachers, staff, and...
-
Medical Insurance Collections Specialist
2 weeks ago
Tracy, California, United States Pacific Medical, Inc. Full timePacific Medical, Inc. is a leading distributor of durable medical equipment, specializing in orthopedic rehabilitation, arthroscopic surgery, sports medicine, prosthetics, and orthotics. We are dedicated to providing excellent service and product technology to advance patient care.Job SummaryWe are seeking a highly skilled Medical Insurance Collections...
-
Plant Operations Manager
1 month ago
Tracy, California, United States O-I Full timeJob Title: Unit Plant ManagerAbout the Role:We are seeking a highly skilled and experienced Unit Plant Manager to join our team at O-I. As a key member of our production team, you will be responsible for managing the total operation of the production lines of an assigned furnace on a 24-hour/7-day-a-week basis.Key Responsibilities:Drive the plant furnace to...
-
Insurance Service Representative
3 weeks ago
Tracy, California, United States Staff My Agency Full timeCustomer Service RepresentativeRenee Davidson - State Farm Agency, located in Tracy, CA, is seeking a talented and caring professional to join our team as a Customer Service Representative.This is a low-pressure position focused on delivering exceptional customer service for a well-established State Farm Agent.The main role is to ensure excellent service...