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Senior Personal Lines Account Manager (Insurance)

Jobot

Walnut Creek, CA(remote)

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JOB DETAILS
SALARY
$100,000–$125,000 Per Year
JOB TYPE
Full-time, Employee
SKILLS
Business Growth, Business Strategy, Communication Skills, Compensation and Benefits, Conferences, Customer Retention/Renewal, Customer Support/Service, Customer/Client Research, Data Analysis, High Net Worth, Industry/Trade Analysis, Insurance, Insurance Sales, Interpersonal Skills, Leadership, Mentoring, Negotiation Skills, Organizational Skills, Pricing, Property and Casualty Insurance, Regulations, Revenue Growth, Risk Management, Sales Management, Strategic Planning, Team Player, Time Management, Underwriting
LOCATION
Walnut Creek, CA
POSTED
28 days ago
We are growing exponentially and have been recognized as one of the top companies within our industry!

This Jobot Job is hosted by: Ba Tran
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $100,000 - $125,000 per year

A bit about us:

We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity!

Why join us?
  • Competitive Compensation and Benefits Package
  • Stable, long term, stability
  • Join a well established team who is invested in your growth and success
  • Substantial growth in their business Nationwide
  • Rewarding work and responsibilities
  • Fully remote opportunity!


Job Details

We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met.

Responsibilities:

  • Manage a portfolio of high net worth clients and maintain strong relationships with them
  • Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner
  • Experience in servicing a large book of business in a fast-paced environment
  • Must have a strong history in servicing clients in the state of California
  • Develop and implement strategies to increase revenue and retain clients
  • Analyze client data and provide recommendations to improve coverage and reduce risk
  • Collaborate with underwriters and carriers to negotiate terms and pricing for policies
  • Stay up-to-date with industry trends and regulations to provide clients with the most current information
  • Attend industry events and conferences to network with peers and gain new business opportunities
  • Train and mentor junior staff members to ensure that they are providing high-quality service to clients

Qualifications:

  • Minimum of 5 years of experience in Personal Lines Insurance
  • Comprehensive understanding of property and casualty insurance
  • CPCU and CIC designations preferred
  • Experience working with AMS 360 or similar agency management system
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Excellent organizational and time management skills
  • Proven track record of managing a portfolio of high net worth clients
  • Demonstrated ability to develop and implement successful business strategies
  • Knowledge of industry trends and regulations
  • Ability to mentor and train junior staff members

If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com