Do you thrive in a supportive environment that values your time?

We're seeking a motivated and talented individual to join our team! This position offers a flexible schedule, allowing you to design a workweek that fits your needs. You can choose to work full-time or part-time, setting a work schedule between the hours of 8 am and 5 pm, Monday through Friday. We understand the importance of maintaining a healthy work-life balance, and we're committed to creating a schedule that empowers you to do your best work while enjoying your personal time.

The Personal Lines Account Manager position assists customers in identifying their needs, determining the insurance options that provide the best value and then growing and maintaining the relationship over time.

Benefits for the Personal Lines Account Manager:

• Competitive base salary (commensurate with experience)
• 100% Employer Paid Health and Life Insurance for Full-Time Employees
• Voluntary Dental and Vision Coverage
• 401(k) Retirement Program with company match
• Paid time off - vacation, sick time, monthly half-day Fridays & holidays
• Paid training and education time

QUALIFICATIONS:

• Active California Property and Casualty Insurance license is required
• Strong understanding of underwriting and rating principles

SKILLS:

• Ability to work in paperless environment by adhering to approved documentation procedures
• Ability to manage time effectively and work independently
• Excellent interpersonal and customer service skills
• Excellent communication, both oral and written
• Basic computer and internet skills required

DUTIES AND RESPONSIBILITIES:

• Develop positive working relationship with clients during quote requests, changes to existing coverage and/or new policies. Determine carrier placement, complete applications or endorsements, and collect premium when applicable.
• Communicate with customers in a positive friendly manner and provide information about our personal lines coverage for homeowners, auto, umbrella and boat insurance products and services.
• Maintain timely and thorough customer and carrier interactions to minimize the potential for errors & omissions. Document all material conversations with insureds and/or carriers regarding exposures and coverages.
• Receive and review all terminations and cancellations to determine appropriate action.
• Handle premium collection through form letters and request cancellation of policies when necessary.
• Maintains working knowledge of all rating products and processes.

Job Types: Full-time, Part-time, Permanent

Pay: $65,000.00 - $75,000.00 per year

Expected hours: 20 – 40 per week

Benefits:

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

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Insurance Industry: 3 years (Preferred)

License/Certification:

• California Property and Casualty insurance license (Required)

Work Location: In person