Personal Lines Account Manager

Job Description

• This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Personal Lines Account Manager based in United States. This role is ideal for an insurance professional who enjoys building strong client relationships while managing a diverse portfolio of personal insurance accounts. You will work closely with account leadership to deliver exceptional service, support policy management, and ensure clients receive accurate and timely solutions. The position requires strong attention to detail, independent decision-making, and the ability to manage multiple priorities in a fast-paced environment. You will be responsible for supporting new business opportunities, renewals, and ongoing account servicing activities. This is an opportunity to contribute to a client-focused team while leveraging your insurance expertise to create long-term value.
• Accountabilities: The role focuses on managing and servicing personal insurance accounts, ensuring high-quality client experiences while supporting account growth, retention, and operational excellence. Manage, evaluate, place, and service new and renewal personal insurance accounts. Partner with account leadership to maintain and grow an assigned portfolio of personal lines clients. Provide exceptional customer service through timely, knowledgeable, and professional communication. Update and maintain client information within agency management systems, including policy details and account records. Document all client interactions, transactions, and activities accurately. Review client needs, analyze risk exposures, and determine appropriate coverage options. Quote new and renewal policies through carrier platforms and rating tools. Process policy changes, endorsements, renewals, cancellations, and related documentation. Bind coverage and coordinate required policy documents, including binders and identification cards. Manage incoming emails, mail, and service requests efficiently. Monitor payment status and support collection follow-up when necessary. Prepare renewal communications and ensure required documents are processed accurately. Assist with onboarding and training new team members. Support additional operational tasks as needed to ensure effective account management. Requirements: The ideal candidate has strong experience in personal lines insurance, excellent client service skills, and the ability to independently manage account responsibilities with accuracy and professionalism. Active California Property & Casualty Insurance License in good standing. Minimum of 4 years of experience in Personal Lines Insurance. Strong verbal and written communication skills. Excellent attention to detail and accuracy when handling client and policy information. Proficiency with Microsoft Word, Excel, and Outlook. Experience with agency management systems, especially AMS360, is highly preferred. Strong organizational skills with the ability to prioritize and manage multiple tasks. Sound judgment, problem-solving abilities, and strong decision-making skills. Ability to work effectively in a fast-paced production environment. Team-oriented mindset with a commitment to collaboration. Reliable attendance and professional accountability. Benefits: Competitive salary range of approximately $60,000 - $80,000 USD, depending on experience, location, and performance. Medical, dental, and vision insurance. 401(k) retirement plan with company match. Company-paid life insurance. Short-term disability (STD) and long-term disability (LTD) coverage. Paid time off starting at 18 days per year. 10 paid holidays and 2 floating holidays. Opportunity to work in an on-site or hybrid work environment. Professional growth opportunities within a growing insurance organization. Supportive and collaborative workplace culture.
• How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1
• We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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