Personal Lines Insurance Account Manager

Hybrid / Remote

Full-Time

San Carlos, CA (Hybrid) or Remote — California-based

Compensation

Base Salary: $65,000–$85,000 based on experience and work arrangement

Plus: Commission on all new personal lines business written

Placement within range based on experience, qualifications, and work arrangement.

• Service and retain a personal lines book of business (homeowners, auto, umbrella, valuable articles, and more)
• Handle new business quoting, binding, and onboarding across multiple carriers
• Process endorsements, renewals, and remarketing to ensure clients have the best coverage and price
• Manage client communications — be the trusted advisor they call when life changes
• Work within Applied Epic to manage policies, documentation, and workflows

Your focus is clients, not data entry.

We have a dedicated backend support team that handles policy entry into Applied Epic — so your time is spent client-facing: building relationships, solving coverage questions, and growing the book.

• Active California Property & Casualty license (required)
• Personal lines account management experience preferred
• Strong written and verbal communication skills
• Detail-oriented with the ability to prioritize a high-volume book
• A team player who can also work independently and take ownership

Nice to have: Applied Epic experience, CISR designation, Bay Area market knowledge