Personal Lines Account Manager

Gail Mirchandani Farmers Insurance Agency, LLC

San Ramon, CA

JOB DETAILS
SALARY
$70,000–$90,000 Per Year
LOCATION
San Ramon, CA
POSTED
14 days ago

.Our agency is experiencing strong growth, and were looking for a motivated, experienced professional to join our team as a Senior Personal Lines Account Manager. This is a full-time opportunity for someone who thrives in a fast-paced environment and is passionate about delivering exceptional client service. In this role, you will provide leadership in servicing our existing client base while supporting new business opportunities. Responsibilities include managing client relationships, handling policy change requests, maintaining in-depth knowledge of our insurance products, and serving as a trusted resource for client questions and coverage guidance. You will play a key role in ensuring a high standard of service and contributing to the continued success of our office

Salary Range: $70000.00 - $90000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Medical and Dental

Competitive Pay

Bonus Opportunities

Weekends Off

401K Plan

Team Building Activities including company events

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities


Responsibilities

Communicate with clients via phone, email, and in person to understand their needs and provide timely, accurate solutions

Build and maintain strong client relationships to support retention and identify opportunities for cross-selling and new business

Collaborate with internal teams to ensure all client requests are handled efficiently and to the highest service standards

Proactively resolve client concerns while maintaining detailed and accurate account documentation

Manage policy changes, endorsements, and service requests with a strong focus on responsiveness and overall client experience

Support agency growth by contributing to retention, profitability, and achievement of sales goals

Assist in driving new business opportunities through referrals and account rounding

Provide leadership support by mentoring team members and assisting with training and onboarding of new hires

Maintain compliance with carrier and regulatory requirements while upholding agency procedures

Foster a positive, organized office environment that promotes productivity, teamwork, and client satisfaction


Requirements

Minimum of 5+ years of experience in the insurance industry (personal lines preferred); additional experience strongly valued

Demonstrated excellence in verbal and written communication, with strong attention to grammar, spelling, and professional correspondence

Proven critical thinking and problem-solving abilities, including navigating complex situations where solutions are not immediately apparent

Exceptional attention to detail with a high level of accuracy in all aspects of work

Ability to adapt and prioritize effectively in a fast-paced, dynamic environment

Advanced proficiency with agency management systems and a variety of technology platforms to enhance efficiency and streamline processes

Capable of working both independently and collaboratively within a team environment

Commitment to maintaining licensing requirements through continuing education and pursuing professional designations as appropriate

Strong knowledge of industry trends, carrier guidelines, coverages, and emerging technologies, with a proactive approach to ongoing learning

Prior experience in team leadership, supervision, or agency management is a strong plus

About the Company

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Gail Mirchandani Farmers Insurance Agency, LLC