Independent agency in the South Bay seeks an experienced and licensed Personal Lines Account Manager. Role involves servicing and growing agencies book of business. Ideal candidate will assist with client questions, up-sell, cross-sell, endorsements, etc.

Responsibilities:

• Communicate with customers and navigate their business insurance information
• Appropriately marketing products and services
• Ordering of MVR’s
• Maintaining accurate documentation in agency systems
• Identify opportunities to up-sell or cross-sell based on customers' needs
• Troubleshoot customer issues and resolve them quickly.
• Maintain required property and casualty licenses

Qualifications:

• MUST have preferred carrier experience: Safeco, Mercury, Hartford, Travelers, etc.
• Ability to multi-task in a fast paced, customer focused office
• Provide prompt, accurate, and friendly customer service
• Establishing and maintain customer and team member relationships
• CA Property and Casualty License
• Expert attention to detail
• Excellent written and verbal skills
• A courteous and professional demeanor
• 4 years experience in Personal Lines or Commercial Lines

Job Type: Full-time

Pay: $60,000.00 - $72,000.00 per year

Benefits:

• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• Hybrid work
• Office

Experience:

• Personal Lines: 4 years (Preferred)
• Mercury Insurance: 4 years (Preferred)

License/Certification:

• Property & Casualty License (Required)

Work Location: Hybrid remote in Long Beach, CA 90804