Personal Lines Insurance Account Manager

Mackey & Mackey is known to be one of the leading independent insurance agencies in the area. Our reputation is built on trust, honest advice, and genuinely taking care of the people and businesses we serve. We’re not just here to sell policies; we’re here to be a long-term partner for our clients and a great place to build a career.

We believe that when people grow, the whole team wins. Here, you’ll be encouraged to keep learning, try new things, and bring your best ideas forward. We recognize hard work and great attitudes — and we make sure that shows up in how we treat our people every day.

Here’s what you can count on from us:

• Pay that reflects your experience and contributions
• A real respect for your time outside of work
• A team that actually has each other’s backs
• Open ears; your input matters here — we want to hear your ideas
• Dedicated time and support to grow your skills and career

About the Role

This is a role for someone who likes to stay busy, figure things out, and genuinely enjoys helping people. You’re comfortable working independently, but you also like knowing there’s a team behind you. You pick things up quickly, stay organized without being reminded, and can hold a real conversation with a client who’s worried about their coverage. Day to day, you’ll be handling a mix of account service, research, and client support — for both current clients and new prospects.

What you’ll actually be doing:

• Be the go-to person for a portfolio of clients — building real relationships along the way.
• Respond to clients, carriers, and teammates promptly and professionally — people are counting on you and you take that seriously.
• Dig into client questions about their policies and coverage, and come back with timely, clear, and accurate answers.
• Stay up to date on carrier products, underwriting guidelines, and any changes in the market so you can give clients solid guidance.
• Review and compare coverage options to put together solid renewal and new business specs for marketing.
• Submit new and renewal business for marketing, review quotes for accuracy and competitiveness, and negotiate rates when there’s room to do so.
• Work with the sales team to put together proposals and get ready for client presentations.
• Handle invoicing and financing tasks accurately and on time.
• Review policies, endorsements, and audits to catch errors before they become problems.
• Help clients navigate the claims process from start to finish — submitting, following up, and making sure nothing falls through the cracks.
• Keep your book of business organized — renewals, deliverables, coverage summaries, and marketing timelines all need to stay on track.

What we’re looking for:

• Strong communicator — in writing and in conversation
• Comfortable with numbers and willing to learn new software and tools
• A genuinely good attitude and the ability to listen — clients remember how you made them feel
• Organized and on top of your workload without needing to be chased down
• Able to juggle multiple priorities and keep your cool when things get busy
• Someone people can trust — with information, with clients, and with their word

The Ideal candidate will also have:

· An active California Insurance license in good standing

· At least 3-5 years experience in a similar role

· Experience with Applied System EPIC

· The ability to fluently speak and write in English and Spanish

· Patience, because we run a multi-step hiring process that also includes a few online assessments.

Sound like a fit? We’d love to hear from you — apply now and let’s talk.