Personal Lines Insurance Manager

6 days ago


San Diego, California, United States Jobot Full time
Personal Lines Account Manager Job Description

We are seeking a licensed Personal Lines Account Manager to support one of our producers' books of personal insurance accounts.

This role involves responding to client calls about policy changes, updates, and coverage questions, as well as cross-selling on potential bundle saving opportunities.

The ideal candidate will be responsible for providing timely and professional day-to-day client service, working closely with our agency's personal lines clients.

Key Responsibilities:
  • Support and service a wide range of personal lines accounts
  • Support agency producers with customer service-related tasks
  • Handle incoming new business sales calls or walk-in business as needed
  • Cross-sell or account rounding as needed to ensure clients have appropriate coverage
  • Liaison between clients, producers, and insurance company representatives
  • Certificates, endorsements, binders, and first claims
  • Marketing, quoting, rating of new client business and account renewals
Requirements:
  • Property & Casualty license required
  • Experience with auto, home, boat, and recreational policies
  • Minimum 3-5 years independent agency experience
  • Experience with account rounding/cross-selling
  • Knowledge of Microsoft Excel, Word, and related software
  • Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred

We are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employees' growth. If you are interested in hearing more, please apply now by clicking the "Apply" button.



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