Senior Personal Lines Account Manager (Insurance)

Location: Walnut Creek
Posted on: June 23, 2025

Job Description:

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 "Apply Now" 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 "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: , Santa Rosa , Senior Personal Lines Account Manager (Insurance), Accounting, Auditing , Walnut Creek, California