Job Details

Personal Lines Account Manager, Middle Market - California

Join a successful and growing insurance brokerage as a Personal Lines Account Manager. In this high-impact role, you will build strong relationships with clients, utilizing your technical proficiency and deep insurance knowledge to deliver best-in-class service. Thrive in a supportive, growth-oriented culture committed to your long-term success.

The Rewards and Benefits:

• Annual salary ranging from $70,000 - $80,000 depending on your experience
• Optimal hybrid schedule working out of an office near you for peak productivity and balance

What You Bring to the Team:

• Market Leadership: Bring 3+ years of success in personal lines brokerage, ready to take ownership of complex, middle-market client accounts
• Market Knowledge: Demonstrate a strong technical command of insurance terminology, coverage, and products, backed by a clear understanding of agency operational excellence
• Certification: Active Property & Casualty License
• Client Advocacy: Exceptional ability to read, write, and communicate effectively, serving as a trusted advisor to clients
• System Proficiency: Fluent use of Applied Epic and the full Microsoft Office Suite (Excel, Word, PowerPoint) to ensure seamless workflow and execution

The Position:

• Serve as the primary, professional point of contact for clients and producers, delivering prompt service and expert consultation on personal insurance needs.
• Meticulously review and process all insurance applications and compile critical data on policy changes to ensure accuracy and compliance.
• Coordinate and oversee the delivery of comprehensive insurance services, including evaluating coverages, determining pricing, developing proposals, and finalizing new business and renewals.
• Proactively collaborate with and provide necessary assistance to internal departments to ensure seamless client service and operational efficiency.

Compensation / Pay Rate (Up to): $70,000.00 - $80,000.00 Per Year