Description
PERSONAL LINES INSURANCE ACCOUNT MANAGER / CLIENT SERVICES REPRESENTATIVE
Location: South Bay, California
An established and respected insurance agency in the South Bay area is seeking a professional, organized, and client-focused Personal Lines Insurance Account Manager / Client Services Representative.
This position is ideal for an individual who enjoys helping clients, solving problems, building long-term relationships, and working in a professional office environment. The successful candidate will play an important role in servicing and supporting our personal insurance clients while contributing to a positive and team-oriented culture.
We are seeking a dependable professional who takes pride in delivering exceptional customer service, maintaining strong attention to detail, and managing multiple priorities with accuracy and professionalism.
KEY RESPONSIBILITIES
Assist clients with policy servicing requests, policy changes, endorsements, renewals, cancellations, and reinstatements
Respond professionally to client phone calls, emails, and service requests
Support client retention and relationship management efforts
Follow up on underwriting and carrier requirements
Maintain accurate client records and agency documentation
Assist agency management with operational and administrative support
Identify additional coverage opportunities when appropriate
Maintain knowledge of personal insurance products and carrier guidelines
PERSONAL INSURANCE PRODUCTS SERVICED
Automobile Insurance
Homeowners Insurance
Renters Insurance
Umbrella Insurance
Other Personal Insurance Products
WHAT WE OFFER
Competitive compensation based on experience
Medical Insurance
Dental Insurance
401(k) Plan
Paid Vacation
Paid Holidays
Professional and supportive office environment
Long-term career growth opportunity
ABOUT THE OPPORTUNITY
Our agency is committed to providing exceptional client service and building long-term relationships with our clients. We value professionalism, responsiveness, accountability, teamwork, and a strong commitment to doing the right thing for our clients.
We offer a stable and professional work environment where team members are respected, supported, and given opportunities for long-term growth and success.
Requirements
QUALIFICATIONS
Prior insurance agency experience preferred but not required
California Property & Casualty License preferred or willingness to obtain
Strong customer service and relationship-building skills
Excellent verbal and written communication abilities
Strong organizational skills and attention to detail
Ability to manage multiple priorities in a fast-paced environment
Professional appearance, demeanor, and work ethic
Basic computer proficiency, including Microsoft Office and web-based systems
Ability to work independently while contributing to a collaborative team environment
IDEAL BACKGROUNDS
Candidates with experience in any of the following areas are encouraged to apply:
Insurance
Banking
Financial Services
Mortgage
Escrow
Property Management
Hospitality
Client Services
Account Management
Customer Service
PERSONAL ATTRIBUTES
Professional and dependable
Detail-oriented and organized
Responsive and accountable
Positive attitude and team-oriented mindset
Solution-focused and adaptable
Committed to delivering an exceptional client experience
