5 Personal Lines Account Manager Jobs in Stockton, CA
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The Misch Group is Hiring a Personal Lines Account Manager Near Stockton, CA
Personal Lines Account Manager
About Us:
We are an independent insurance agency specializing in a broad range of insurance products in business insurance, and personal insurance. Our solutions extend to individuals, families, and businesses nationwide. Our services extend to all industries with habitational real estate being our largest segment.
The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.
Role Expectations and Description
The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.
Job Requirements:
• Experience working for an independent insurance agency
• Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
• Minimum of 2 years of experience as a Personal Lines Account Manager
• Must be able to multi-task and handle a heavy workload with minimal supervision
• Effective communicator (verbal and written)
• Working knowledge of Applied Systems Epic management system
• Insurance designation (Preferred)
Desired Skills:
• Experience with Microsoft Office and proficiency in Word and Excel
• Excellent organizational skills with attention to detail
Responsibilities include but are not limited to the following:
• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients
Experience:
• Personal lines account manager: 5 years
• Quoting/marketing personal lines insurance with multiple carriers: 5 years (Preferred)
• Applied Systems Epic management system: 2 years
Requirements:
P&C license required
Job Summary
Full Time
$95k-131k (estimate)
03/24/2024
04/17/2024
The job skills required for Personal Lines Account Manager include Customer Service, Microsoft Office, Client Relationship, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Lines Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Lines Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Lines Account Manager positions, which can be used as a reference in future career path planning. As a Personal Lines Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Lines Account Manager. You can explore the career advancement for a Personal Lines Account Manager below and select your interested title to get hiring information.
If you are interested in becoming a Personal Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Lines Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Lines Account Manager job description and responsibilities
Manage the relationship with the client
01/10/2022: San Francisco, CA
Offered the product with good sense of benefits
03/20/2022: Sarasota, FL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Lines Account Manager jobs
Personal Services refers to buildings used to sell services rather than physical goods.
01/28/2022: Brockton, MA
Personal lines account managers are responsible for reviewing insurance applications to ensure that all questions have been answered.
03/02/2022: Columbus, OH
Step 3: View the best colleges and universities for Personal Lines Account Manager.
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