Personal Lines Account Manager

Location: Medina, OH
Schedule: Full-Time | 100% Onsite

About the Opportunity

We are seeking a motivated and customer-focused Personal Lines Account Manager to join a growing insurance agency. This opportunity is ideal for an insurance professional who enjoys building client relationships, providing exceptional customer service, and helping individuals and families protect what matters most.

The ideal candidate will have a strong background in Personal Lines insurance, with the ability to assist with Commercial Lines accounts as needed. This position offers a competitive base salary, additional earning potential through commissions and bonuses, and the opportunity to grow within an established agency.

Key Responsibilities

• Manage and service an assigned book of Personal Lines insurance accounts.

• Build and maintain strong relationships with clients, ensuring a high level of customer satisfaction and retention.

• Assist clients with policy renewals, endorsements, coverage changes, and general insurance inquiries.

• Review existing policies and identify opportunities to recommend additional coverage or improvements.

• Prepare insurance quotes, compare coverage options, and assist clients with new business opportunities.

• Work with insurance carriers to address client needs and resolve policy-related issues.

• Identify cross-selling and upselling opportunities to support agency growth.

• Provide assistance with Commercial Lines accounts when needed.

• Maintain accurate client records and policy documentation.

Qualifications

• Previous experience in Personal Lines insurance, preferably within an independent insurance agency.

• Active Property & Casualty insurance license preferred.

• Familiarity with Personal Lines insurance products, coverages, and carrier guidelines.

• Commercial Lines insurance experience is a plus.

• Strong communication, organization, and customer service skills.

• Ability to manage multiple accounts and prioritize daily responsibilities.

• Comfortable identifying sales opportunities and contributing to agency growth.

• Experience with agency management systems is a plus.

Compensation & Benefits

• Competitive base salary

• Additional Compensation: Commission and bonus opportunities.

• Opportunity for professional development and career growth.

• Collaborative, team-oriented agency environment.

Work Environment

This is a fully onsite position, requiring candidates to work in the office five days per week. Remote and hybrid arrangements are not available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-MT1

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team.

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a team. This role is pivotal in delivering exceptional service to clients, managing larger accounts, and contributing to the overall success of the organization. The ideal candidate will possess a strong sense of professionalism, a commitment to teamwork, and a passion for building and maintaining client relationships. This position is primarily remote, with occasional in-office requirements.

Compensation Package

• Salary Range: $75,000 - $100,000 annually
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of commercial accounts, ensuring client satisfaction and retention.
• Quote new and renewal business, collaborating with carriers and underwriters.
• Build and maintain strong relationships with clients, carriers, and team members.
• Provide white-glove service by addressing client inquiries, resolving issues, and delivering tailored insurance solutions.
• Maintain accurate and up-to-date records in the agency management system.
• Contribute to the team’s success by supporting colleagues and fostering a collaborative work environment.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: 1-2 years of relevant experience required; 3-8 years preferred.
• Technical Skills: Proficiency in EPIC software or similar systems.
• Soft Skills:
  • Professionalism and accountability.
  • Strong attention to detail and organizational skills.
  • Excellent relationship-building and communication abilities.
  • A service-oriented mindset with a commitment to supporting team success.
  • Confidence and a positive attitude.
• Work Environment: Primarily remote, with occasional in-office requirements.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Senior Trial Attorney – Workers' Compensation Defense

This is an excellent opportunity for an experienced workers' compensation defense attorney looking to take on complex litigation matters, influence claims strategy, and contribute to the development of a high-performing legal team within an established insurance organization.

Location: Bakersfield, California

Work Arrangement: Remote 

• Frequency in-person to the board in Bakersfield is 1-2 times per month
• If >40 miles from Fresno office, would be considered remote (i.e. no hybrid in-office days). Would require occasional (monthly) visits to Fresno office in first year to build internal network.

Compensation: $150,000–$200, 000 

Position Overview

A well-established workers' compensation insurance organization is seeking an experienced Senior Trial Attorney to join its Claims Legal team.   Working with limited direction from the Managing Attorney, the Senior Trial Attorney will independently handle sophisticated workers' compensation cases through the state administrative process, represent the organization in hearings and conferences, and provide guidance on litigation strategies and case handling. This individual will also play an important role in mentoring fellow attorneys and leading internal training initiatives to strengthen legal practices and claims outcomes.

Key Responsibilities

• Manage and defend highly complex workers' compensation cases through the state administrative process at the trial level.
• Represent the organization in hearings, conferences, and other legal proceedings.
• Conduct depositions, analyze testimony, and prepare comprehensive case reports.
• Research, draft, and file complex legal pleadings and supporting documentation.
• Develop litigation strategies and provide recommendations on effective case handling.
• Advise and provide legal guidance to Claims department representatives on complex matters.
• Conduct legal research and provide counsel on matters ranging from initial case strategy through appellate proceedings.
• Lead internal training seminars covering workers' compensation defense practices, legal procedures, and subrogation.
• Collaborate with internal stakeholders to support effective claims management and legal outcomes.

Qualifications

• Juris Doctor (JD) from an accredited law school.
• Active membership in good standing with the applicable State Bar.
• 7+ years of experience as a Trial Attorney specifically defending workers' compensation claims.
• Extensive experience handling complex workers' compensation litigation and administrative proceedings.
• Strong knowledge of workers' compensation defense practices, litigation strategies, and legal procedures.
• Demonstrated experience conducting depositions, preparing pleadings, and representing clients in hearings.
• Experience providing legal guidance, training, or mentorship to claims professionals and fellow attorneys.

Benefits

Benefits include:

• Medical, Dental, and Vision Insurance.
• Flexible Spending Accounts.
• Paid Parental Leave.
• Life, AD&D, and Disability Insurance.
• 401(k) Retirement Plan.
• Employee Share Purchase Plan (ESPP).
• Education and Training Reimbursement.
• Three weeks of annual vacation.
• Two weeks of annual sick leave.
• 10 paid company holidays.
• Two personal days and two floating holidays.
• Employee Assistance Program (EAP).

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Senior Trial Attorney – Workers' Compensation Defense

This is an excellent opportunity for an experienced California workers' compensation defense attorney looking to join an established insurance organization in a senior-level role offering competitive compensation, remote flexibility, and the opportunity to influence litigation strategy while mentoring and developing others.

Locations: Fresno, CA 
Work Arrangement: Remote 

• • Frequency in-person to the board in Fresno is 1-2 times per month
  • If they live in Fresno, will be in office 6 days/month
    • Every Tuesday, 1st/3rd Wed
  • North of Fresno (i.e. >40 miles), won't need them to come to Fresno aside from board appearances (i.e. no in-office days)

Compensation: $175,000–$200,000 

Position Overview

A leading national workers' compensation insurance organization is seeking an experienced Senior Trial Attorney to join its Claims Legal team in California. The position offers a remote work arrangement, with the expectation that the attorney can attend in-person administrative board hearings in the Fresno area. Candidates must be located within a reasonable distance to accommodate required court and board appearances. The ideal candidate will have extensive experience defending workers' compensation claims, managing complex trial-level matters, conducting depositions, and developing effective litigation strategies. This individual will also play an important role in mentoring colleagues and providing legal guidance and training to the broader claims organization.

Key Responsibilities

• Manage and defend highly complex workers' compensation cases through the California state administrative process at the trial level.
• Represent the organization in hearings, conferences, and other legal proceedings.
• Conduct depositions, analyze testimony, and prepare comprehensive case reports.
• Research, draft, and file complex legal pleadings and supporting documentation.
• Develop and implement effective litigation strategies and case handling recommendations.
• Provide legal guidance and strategic recommendations to Claims department representatives.
• Conduct legal research and provide counsel on matters ranging from initial case strategy through appellate proceedings.
• Lead internal training seminars on workers' compensation defense practices, legal procedures, and litigation strategies.
• Collaborate with internal departments to support effective claims management and legal outcomes.

Qualifications

• Juris Doctor (JD) from an accredited law school.
• Active membership in good standing with the California State Bar.
• 7+ years of experience as a Trial Attorney defending workers' compensation claims.
• Extensive experience handling complex California workers' compensation litigation.
• Strong knowledge of California workers' compensation laws, administrative proceedings, and defense strategies.
• Demonstrated experience conducting depositions, preparing pleadings, and representing clients in hearings.
• Experience providing legal guidance, mentoring, or training to claims professionals and other attorneys.

Benefits

• Medical, Dental, and Vision Insurance.
• Flexible Spending Accounts.
• Paid Parental Leave.
• Life, AD&D, and Disability Insurance.
• 401(k) Retirement Plan.
• Employee Share Purchase Plan.
• Education and Training Reimbursement.
• Three weeks of annual vacation.
• Two weeks of annual sick leave.
• 10 paid company holidays.
• Two personal days and two floating holidays.
• Employee Assistance Program (EAP).

#LI-ET1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a well-established insurance agency. This role supports a collaborative, team-oriented environment that values long-term relationships, operational excellence, and continuous improvement. The position offers the opportunity to work within a stable organization that combines a supportive culture with the structure, resources, and best practices of a larger firm. The ideal candidate is service-driven, highly organized, and committed to delivering consistent, high-quality support across commercial lines accounts.

Compensation Package

• Salary: Up to $85,000 annually, based on experience.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Schedule: Hybrid model (3 days in-office, 2 days remote) following a 60-day onsite training period.

Responsibilities

• Manage a generalist book of business, with a focus on contractor accounts (approximately 40% of the book).
• Service a book of business consisting of 100-120 policies, primarily small accounts.
• Oversee renewals, including marketing renewals independently.
• Collaborate with outsourced teams for processing, certificates, and document retrieval.
• Ensure high attention to detail in all aspects of account management.
• Provide exceptional customer service to clients, maintaining strong relationships and addressing their needs promptly.

Qualifications/Requirements

• Experience: Proven experience in servicing and managing commercial lines accounts, with a strong focus on renewals.
• Skills: Exceptional attention to detail and organizational skills.
• Technical Proficiency: Familiarity with AMS360, Outlook, and RingCentral is preferred.
• Licenses/Designations: Holds an active P&C (Property and Casualty) insurance license.
• Work Environment: Ability to work in a hybrid model, with an initial 60-day onsite training period.

#LI-DD3

Personal Insurance Account Manager 

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service for personal lines customers.

Qualifications:

• Previous experience working with personal lines coverages in a brokerage/agency setting. 
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submission.  
• Prior experience quoting binding and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

Requirements: 

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-IP1

Commercial Insurance Assistant Account Manager

Are you ready to ignite your passion for commercial insurance and make waves in the industry? Seeking a go-getter who thrives on excitement and is eager to dive headfirst into the dynamic world of insurance. Join an established agency as a Commercial Insurance Assistant Account Manager to kick-start this thrilling journey. Check out the details below:

Where you can show off your SHINE!:

• Get ready to tackle new challenges every day as you dive into handling new and renewal business with flair.
• Put your eagle-eye to work as you meticulously review insurance contracts to ensure clients get the best coverage.
• Get your creative juices flowing as you whip up essential documents like certificates, proposals, and policy summaries.
• Whether you're flying solo or working as part of a team, you'll be a driving force behind sales efforts and revenue growth.
• Take charge of account retention like a pro, solving puzzles from cancellations to claims with confidence.

Do you have these qualifications? FANTASTIC!:

• Bring your experience in multiple lines of coverage to the table!
• Having an active Property & Casualty (P&C) license is a requirement
• 5+ years in a similar role is the target
• Attention to detail is your middle name, and you thrive under the pressure of delivering excellence.
• Communication skills? You've got 'em! Your ability to connect with clients and colleagues is what sets you apart.
• Demonstrate your winning track record of delivering stellar client service!
• Ready to hit the ground running? We need someone who can keep up with the fast pace and isn't afraid to take the lead!

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-DR1

Commercial Insurance Account Manager with TRUCKING Experience

Are you ready to ignite your passion for commercial insurance and make waves in the industry? Seeking a go-getter who thrives on excitement and is eager to dive headfirst into the dynamic world of insurance. Join an established agency as a Commercial Insurance Account Manager to kick-start this thrilling journey. Check out the details below:

Where you can show off your SHINE!:

• Get ready to tackle new challenges every day as you dive into handling new and renewal business with flair.
• Put your eagle-eye to work as you meticulously review insurance contracts to ensure clients get the best coverage.
• Get your creative juices flowing as you whip up essential documents like certificates, proposals, and policy summaries.
• Whether you're flying solo or working as part of a team, you'll be a driving force behind sales efforts and revenue growth.
• Take charge of account retention like a pro, solving puzzles from cancellations to claims with confidence.

Do you have these qualifications? FANTASTIC!:

• Bring your experience in multiple lines of coverage to the table!
• Having an active Property & Casualty (P&C) license is a requirement
• 5+ years in a similar role is the target
• Attention to detail is your middle name, and you thrive under the pressure of delivering excellence.
• Communication skills? You've got 'em! Your ability to connect with clients and colleagues is what sets you apart.
• Demonstrate your winning track record of delivering stellar client service!
• Ready to hit the ground running? We need someone who can keep up with the fast pace and isn't afraid to take the lead!

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-DR1

P&C Insurance Assistant CSR

Job Summary

Seeking a dedicated and detail-oriented P&C Insurance Assistant Customer Service Representative (CSR) to join a growing team. This role is pivotal in supporting a personal and commercial lines insurance operations, ensuring smooth day-to-day processes and exceptional customer service. If you are organized, proactive, and eager to contribute to a dynamic environment, we encourage you to apply.

Compensation Package

• Salary Range: $45,000 - $55,000 (commensurate with experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Serve as a backup for telephone and counter reception duties.
• Prepare and manage the daily cancellation list.
• Address personal and commercial lines billing inquiries.
• Handle mortgagee/lienholder verifications and updates.
• Process personal umbrella and flood insurance renewals.
• Draft and send follow-up emails to customers regarding claims.
• Prepare renewal letters and policies for mailing.
• Perform various computer-related tasks to support operations.

Qualifications/Requirements

• Licensure: P&C license preferred but not required.
• Experience: Open to candidates ranging from entry-level to experienced professionals.
• Technical Skills: Familiarity with AMS360 software is a plus.
• Account Knowledge: Experience with standard personal lines (e.g., home, auto, umbrella) and generalist commercial lines (e.g., real estate, contractors, construction) is advantageous.
• Key Attributes: Strong attention to detail, excellent organizational skills, and a customer-focused mindset.

#LI-BH1