Personal Lines Account Manager - Remote Job at Get It - Executive, Novato, CA

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  • Get It - Executive
  • Novato, CA

Job Description

We're looking for a passionate, customer-focused Personal Lines Account Manager to join our growing team. In this role, you will manage and nurture relationships with personal insurance clients, helping them protect what matters most. Your work will involve providing excellent customer service, processing policy changes, and working closely with insurance carriers to secure the best coverage options.

Key Responsibilities:

Manage and maintain a portfolio of personal insurance accounts, ensuring high client satisfaction.
Respond to client inquiries promptly, resolve issues, and follow up to ensure satisfaction.
Process policy changes, endorsements, renewals, and cancellations with accuracy.
Assess clients' needs and recommend coverage options that best protect their assets.
Work with insurance carriers to obtain quotes, negotiate terms, and ensure competitive coverage options.
Identify opportunities to offer additional products to existing clients.
Ensure compliance with industry regulations and company policies.
Keep detailed and organized records in the agency's management system.
Qualifications:

Experience in personal lines insurance, account management, or a similar field.
Active California Property & Casualty Insurance License is required.
Strong communication skills, both written and verbal.
Exceptional attention to detail with excellent organizational and time-management skills.
Proficiency in insurance agency management systems and standard office software (e.g., MS Office).
A proactive, customer-first approach to problem-solving.
What We Offer:

Competitive salary with the flexibility to work from home.
Comprehensive benefits, including health insurance and 401k with matching.
Paid time off to help you recharge.
Opportunities for ongoing training and professional development.
A supportive and inclusive work environment that values collaboration and innovation.
Why Join Us?
We're a family-oriented organization that values the contributions of each team member. Our culture is built on flexibility, innovation, and a commitment to providing outstanding service to our clients. As part of our team, you'll have the chance to grow professionally while making a meaningful impact on the lives of individuals and families.

How to Apply:
Ready to make a difference? Submit your resume and a brief cover letter to us via the application portal. We're excited to learn how your skills and experience can contribute to our team!

We celebrate diversity and are committed to creating an inclusive environment for all employees.
Employment Type: Full-Time
Salary: $ 56,000.00 68,000.00 Per Year

Job Tags

Full time, Remote work,

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