Personal Lines Account Manager

3 weeks ago


Stockton, California, United States Insurance Search Specialists Full time

We 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 fastest-growing insurance brokers in the U.S.

Key Responsibilities:

  • Client Support: Provide daily support and intermediate-level inquiries to clients, maintaining accurate client information.
  • Account Management: Keep files and records per company standards for positive audits, manage new and renewal policy accuracy, and ensure appropriate policy ratings.
  • Insurance Expertise: Utilize technical knowledge for timely carrier quotes and gap analysis, continually updating industry and technical knowledge 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

Contact us today to learn more about this opportunity and how you can grow with our team.


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