Job title: Personal Lines Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Manager
Location: Cypress, CA
Job published: 04/10/2025
Job ID: 133685

Job Description

Job Summary

We are seeking a skilled and experienced Personal Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing and growing a portfolio of personal lines insurance accounts, providing excellent customer service, and ensuring client satisfaction.

Responsibilities

  • Serve as the main point of contact for clients, addressing their inquiries and resolving any issues that may arise
  • Develop and maintain strong relationships with clients to understand their insurance needs and provide personalized solutions
  • Conduct insurance policy reviews and make coverage recommendations based on clients' evolving needs
  • Collaborate closely with insurance carriers to obtain quotes, bind coverage, and process policy endorsements and renewals
  • Stay abreast of industry trends, market changes, and insurance product offerings to effectively advise clients and proactively identify opportunities for account rounding
  • Generate new business opportunities through cross-selling and referrals, contributing to the growth of the agency

Qualifications/Requirements

  • Bachelor's degree in business, finance, or related field preferred
  • Proven experience as an Account Manager in the personal lines insurance industry
  • Proficiency in insurance agency management systems and Microsoft Office suite
  • Strong interpersonal and communication skills
  • Ability to multitask and work efficiently in a fast-paced environment
  • Active P&C (Property and Casualty) 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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