New Job Opening: Personal Lines Account Manager in Placerville, CA

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. You will manage a $2.5 million premium book of business, primarily focusing on personal lines such as home, auto, umbrella, and fire insurance. If you are customer service-oriented, reliable, and thrive in a laid-back yet professional environment, we encourage you to apply.

Compensation Package

• Salary Range: $70,000 - $85,000 annually (based on experience)


• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional customer service to clients, ensuring their needs are met with professionalism and efficiency.


• Manage renewals, endorsements, certificates of insurance (COIs), and cross-selling opportunities.


• Handle a book of business consisting of standard market accounts, with some high-net-worth clients.


• Collaborate with the team to ensure seamless service delivery and client satisfaction.


• Assist with quoting new and renewal business, with a primary focus on renewals.


• Proactively identify opportunities to bring in new business.

Qualifications/Requirements

• Licensing: Active Property & Casualty (P&C) license is required.


• Experience: Minimum of 2 years in an independent brokerage setting.


• Technical Skills: Proficiency in Epic software is preferred.


• Soft Skills:
  
  
  
  • Strong customer service orientation with a warm and personable demeanor.
  
  
  • Reliable and dependable with excellent organizational skills.
  
  
  • Ability to work collaboratively in a team-oriented environment.
  
  
  • Strong communication skills and attention to detail.
  
  
  • A proactive approach to problem-solving and client engagement.
  
  
  
  

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