Personal Lines Account Manager

6 days ago


Stockton, California, United States Insurance Search Specialists Full time
Job OpportunityWe are seeking a skilled Personal Lines Account Manager to join our team at Insurance Search Specialists. As a key member of our brokerage, you will be responsible for managing client insurance programs and growing with one of the top brokerages in the U.S. Our team prioritizes innovation, growth, and client relationships, and we are committed to connecting insurance professionals with the right opportunities.

Key Responsibilities:
  • Client Support: Provide exceptional support to clients, maintaining accurate information and developing strong relationships with insurance carriers.
  • Account Management: Manage client files and records, ensuring accuracy and compliance with company standards. Monitor accounts receivable and policy cancellations, and implement retention strategies for renewals.
  • Insurance Expertise: Utilize technical knowledge to provide timely carrier quotes and gap analysis, and stay up-to-date with industry and technical developments through training and self-directed learning.

Requirements:
  • Personal Lines experience, managing clients in an agency/brokerage environment
  • Property and Casualty License
  • Experience in Applied EPIC agency management system is a plus

About Us:
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages. With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages and presenting smart career opportunities to our candidates. We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.

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