Job title: Personal Insurance Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Manager
Location: Carpinteria, CA
Job published: 10/29/2025
Job ID: 145646

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. The ideal candidate will have a strong background in property and casualty insurance, with a focus on managing standard and high-net-worth accounts. This role requires a professional who is detail-oriented, client-focused, and capable of managing a significant book of business. The position offers a hybrid work schedule, with two days in-office and three days remote.

Compensation Package

  • Salary Range: $65,000 - $85,000 annually (target range: $70,000 - $75,000)
  • 401(k): Yes
  • Benefits: Comprehensive benefits package available (details provided upon request)

Responsibilities

  • Manage a book of business consisting of approximately 400-500 clients, with 900-1,000 policies and a total revenue of $250,000 (equivalent to $2M-$2.5M in premiums).
  • Provide exceptional customer service to clients, ensuring their needs are met and inquiries are addressed promptly.
  • Quote new and renewal business, ensuring accuracy and timeliness.
  • Collaborate with team members to ensure seamless account management and client satisfaction.
  • Utilize AMS360 and ImageRight software to manage accounts and maintain accurate records.
  • Stay updated on industry trends and regulations to provide clients with the best possible service.

Qualifications/Requirements

  • Licenses/Certifications: Active Property & Casualty (P&C) license required.
  • Experience: Minimum of 2 years of experience in personal lines insurance account management. Candidates with more experience are encouraged to apply.
  • Technical Skills: Proficiency in AMS360 and ImageRight software (experience with Epic is also acceptable).
  • Work Schedule: Hybrid role with two days in-office and three days remote. The office is located in Santa Barbara, with occasional travel to Irvine.
  • Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to work independently and as part of a team. A client-focused mindset and attention to detail are essential.

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