Personal Lines Insurance Manager

11 hours ago


San Diego, California, United States Jobot Full time
Job Overview

We are seeking a skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our agency, you will be responsible for providing exceptional customer service to our personal insurance clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Support and service a wide range of personal lines accounts, including auto, home, boat, and recreational policies.
  • Collaborate with agency producers to provide customer service-related tasks and ensure seamless communication with clients.
  • Handle incoming new business sales calls and walk-in business as needed, providing timely and professional service.
  • Cross-sell or account rounding as needed to ensure clients have the appropriate coverage.
  • Liaise between clients, producers, and insurance company representatives to resolve any issues or concerns.
  • Manage certificates, endorsements, binders, and first claims, ensuring accurate and timely processing.
  • Market, quote, and rate new client business and account renewals, utilizing industry knowledge and expertise.
Requirements
  • Property & Casualty license required.
  • Minimum 3-5 years independent agency experience.
  • Experience with account rounding/cross-selling and high-net worth clients is a plus.
  • Proficiency in Microsoft Excel, Word, and related software.
  • Experience with Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred.
What We Offer

As a valued member of our team, you will enjoy a competitive salary, comprehensive benefits package, and opportunities for growth and development. If you are a motivated and customer-focused individual with a passion for insurance, we encourage you to apply.



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