Personal Lines Account Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Act as the main professional liaison for clients and producers.

• Provide timely assistance and expert guidance on personal insurance requirements.

• Assess and handle insurance applications.

• Gather essential information on policy modifications to ensure precision and adherence to regulations.

• Organize and manage comprehensive insurance services.

• Assess coverage options and establish pricing.

• Create proposals and finalize new business opportunities as well as renewals.

• Work in conjunction with internal teams to guarantee seamless client service and operational effectiveness.

⛳️ Requirements

• A minimum of 3 years of experience in personal lines insurance within a retail brokerage or as an independent agent.

• Strong technical knowledge of insurance terminology, coverage, and products.

• Familiarity with agency operational best practices.

• Valid Property & Casualty License.

• Outstanding ability to read, write, and communicate clearly.

• Proficient in insurance agency management software, Microsoft Office, and carrier websites.

🏝️ Benefits

• Flexible Schedule.

• Fully remote.

• Weekly pay.

• Medical coverage.

• Dental coverage.

• Vision coverage.