Description
We are an established independent retail insurance agency serving the Central Valley with a strong focus on personal lines. We are seeking an experienced Personal Lines Account Manager to join our growing team in Tulare, California.
In this role, you will serve as the primary point of contact for a book of personal lines clients, providing exceptional service and ensuring clients have the right coverage to meet their needs. This is a full-time position in a 36-hour work week environment. We invest in our team's professional development, including agency-sponsored designations.
Responsibilities include:
Managing renewals, endorsements, and policy changes for a personal lines book of business
Preparing quotes and proposals across multiple carriers for home, auto, umbrella, and related coverages
Communicating proactively with clients regarding coverage questions, renewals, and service needs
Identifying cross-sell and rounding opportunities within the existing client base
Supporting producers with new business quoting and client retention efforts
Maintaining accurate and up-to-date client records in the agency management system (AMS360)
Handling time-sensitive service requests with professionalism and attention to detail
Providing bilingual (English/Spanish) service to clients as needed
Requirements
Active California Property & Casualty license required
Minimum 5 years of personal lines experience in an independent agency setting preferred
Proficiency with agency management systems; AMS360 experience strongly preferred
Strong working knowledge of personal lines coverages including Homeowners, Auto, Umbrella, Renters, and Dwelling Fire
Experience working with multiple carriers and comparative rating tools
Proficiency in Microsoft Office 365
Bilingual English/Spanish a plus
CISR or other industry designations a plus
Strong organizational skills and ability to manage multiple priorities in a fast-paced environment
Excellent written and verbal communication skills
Must be self-motivated, detail-oriented, and client-focused
