We are seeking a Personal Lines Account Manager for a leading insurance agency. Join one of the top brokerages as a Property and Casualty Licensed Account Manager in the Personal Lines department. Help manage client insurance programs and grow with one of the fastest-growing insurance brokers in the U.S. Be part of a team prioritizing innovation, growth, and client relationships.

Location: Stockton, California (Hybrid)

Compensation & Perks:

• Excellent Benefits package including medical, dental, 401k
• Generous paid time off, including PTO, sick days, and holidays.

Responsibilities:

• Client Support: Maintain accurate client information for daily support and intermediate-level inquiries. Develop strong relationships with insurance carriers, aligning with their goals for improved business ties.
• Account Management: Keep files and records per company standards for positive audits. Manage new and renewal policy accuracy, process changes, and ensure appropriate policy ratings. Monitor accounts receivable and policy cancellations and observe retention strategies for renewals. Maintain essential documentation like signed applications.
• Insurance Expertise: Utilize technical knowledge for timely carrier quotes and gap analysis. Continually update industry and technical knowledge through training and self-directed learning.

Qualifications:

• Personal Lines experience, managing clients in an agency/brokerage environment
• Property and Casualty License.
• Experience in Applied EPIC agency management system is a plus

Contact Insurance Search Specialists for details about this position and to discuss other commercial lines insurance, personal lines including private client, and employee benefits positions and other insurance brokerage opportunities. www.mcdermottwolfe.com

Category: Personal Lines Client Management, Middle market and high net worth clients, Customer Service, Insurance Brokerage, Hybrid