Job title: Personal Insurance Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Manager
Location: San Francisco, CA
Job published: 05/15/2025
Job ID: 135912

Job Description

Job Summary

We are seeking a dynamic and client-focused Personal Insurance Account Manager to join our team. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and identifying opportunities for account growth.

Responsibilities

  • Develop and maintain strong relationships with clients to understand their insurance needs and provide personalized services
  • Analyze clients' current insurance policies and provide recommendations for additional coverage or policy adjustments
  • Collaborate with insurance underwriters to negotiate terms, conditions, and pricing for clients' insurance policies
  • Stay informed about industry trends, regulations, and market conditions to provide clients with accurate and up-to-date information
  • Process policy changes, renewals, and claims in a timely and efficient manner
  • Act as a trusted advisor to clients, addressing any concerns or inquiries they may have regarding their insurance coverage

Qualifications/Requirements

  • 5+ years of relevant insurance industry experience preferred
  • Proven track record of building and maintaining strong, long-term client relationships
  • Strong knowledge of personal insurance products and industry regulations
  • Excellent communication and negotiation skills
  • Ability to multitask, prioritize work, and meet deadlines in a fast-paced environment
  • Proficiency in industry-specific software and CRM systems
  • Previous experience working with a variety of standard carriers
  • Previous experience with California FAIR Plan
  • An active P&C (Property and Casualty) insurance license

Compensation Package

  • Compensation: Between $60k-$75k (based on experience)
  • Competitive benefits package, paid time off, professional development opportunities, etc.

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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