Personal Lines Account Manager

3 weeks ago


Tracy, California, United States Jobot Full time

About 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 members to deliver top-quality service.

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.

Requirements:

  • 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.


  • Tracy, California, United States Jobot Full time

    Job 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...


  • Tracy, California, United States Jobot Full time

    Job 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,...


  • Tracy, California, United States Jobot Full time

    We 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...


  • Tracy, California, United States Jobot Full time

    Job 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...

  • Insurance Team Lead

    3 weeks ago


    Tracy, California, United States Jobot Full time

    Job 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...

  • Senior Tax Accountant

    4 weeks ago


    Tracy, California, United States Kemper CPA Group Full time

    Job 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...


  • Tracy, California, United States Rosendin Full time

    Job 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...


  • Tracy, California, United States Rosendin Full time

    Job SummaryRosendin Electric is seeking an experienced Accounts Payable Specialist to join our team. As an Accounts Payable Specialist, you will be responsible for ensuring timely and accurate processing of invoices for assigned accounts.Key ResponsibilitiesProcess approximately 150+ invoices daily, maintaining data entry accuracy and efficiency.Audit...


  • Tracy, California, United States Tracy Unified School District Full time

    Requirements:Completed Edjoin ApplicationApplicants may choose to add to the minimum requirements by submitting a cover letter, resume, transcripts, certifications etc.; however these documents are not required.How to Apply:Please submit a letter of interest to the Human Resources Office to the attention of: Tammy Jalique, Associate Superintendent of Human...


  • Tracy, California, United States Tracy Volkswagen Full time

    Tracy Volkswagen, a family-owned and operated local automotive dealership group, is seeking an experienced Accounts Payable and Accounts Receivable/Accounting professional to join their team. The ideal candidate will have a minimum of 2 years of experience in accounts payable and receivable, with excellent communication and organizational skills. Key...

  • HOA General Manager

    3 weeks ago


    Tracy, California, United States Seabreeze Management Full time

    Job SummaryWe are seeking a highly skilled and experienced HOA General Manager to join our team at Seabreeze Management Company. As a key member of our management team, you will be responsible for overseeing the daily operations of our homeowner associations, ensuring that our communities are well-managed and that our residents receive exceptional...


  • Tracy, California, United States Buffalo Wild Wings Full time

    Legendary Experiences Start HereIn a world where ordinary is, well, ordinary, Buffalo Wild Wings is the place where the extraordinary happens. We're not just a restaurant, we're a team of passionate individuals who fuel moments worth sharing for our guests and for each other.Be Part of the Game-Changing TeamAs a Shift Manager, you'll be the game-changer on...

  • Unit Plant Manager

    1 month ago


    Tracy, California, United States O-I Full time

    About the RoleO-I is seeking an experienced Unit Plant Manager to lead the total operation of the production lines of an assigned furnace on a 24 hour / 7 day a week basis.The successful candidate will be responsible for driving the plant furnace to achieve key performance goals, promoting a Manufacturing Excellence culture, and conducting production...


  • Tracy, California, United States Freeway Insurance Services America LLC Full time

    Job 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...


  • Tracy, California, United States PTSolutions Full time

    Job SummaryPTSolutions is seeking a highly motivated and results-driven Industrial Sales Representative to join our team in the Bay Area market. As a key member of our sales team, you will be responsible for developing and maintaining business relationships with our customers in your assigned territory.Key Responsibilities:Develop new business relationships...


  • Tracy, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Sales and Service Manager to join our team at Bank of Montreal. As a key member of our retail banking sales and service team, you will be responsible for delivering exceptional customer experiences and driving sales growth.Key ResponsibilitiesGuide and coach employees to deliver exceptional service to customers and...


  • Tracy, California, United States BMO Financial Group Full time

    About the RoleBMO Financial Group is seeking a Sales and Service Manager to lead our customer experience team. As a key member of our organization, you will be responsible for guiding, directing, and coaching employees to deliver exceptional service to our customers and prospects.Key ResponsibilitiesCustomer Experience: Understand the needs of our customers...


  • Tracy, California, United States Freeway Insurance Services America LLC Full time

    Unlock 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...


  • Tracy, California, United States Tracy Volkswagen Full time

    Service Manager Job DescriptionWe are seeking an experienced Service Manager to lead our service department at Tracy CDJR. The ideal candidate will have a strong background in automotive service management and be able to motivate and direct a team of technicians to achieve excellent customer satisfaction and departmental goals.Key Responsibilities:Forecasts...

  • Production Associate

    4 weeks ago


    Tracy, California, United States Altium Packaging LLC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Production Associate to join our team at Altium Packaging LLC. As a key member of our production team, you will be responsible for ensuring the efficient and accurate packaging of materials and finished products.Key ResponsibilitiesOperate packaging equipment and load, move material as...