Personal Lines Account Manager

Santa Monica, CA
tarting annual salary is $45,000 to $60,000, based on experience
Dec 20, 2018
Feb 05, 2019
Broker / Agent
Job Type
Full Time
Career Level

Currently seeking an Personal Lines Account Manager for a temp to hire opportunity with an Insurance Brokerage servicing Santa Monica and most of Southern California. The ideal candidate will possess Personal Lines Account Management experience and a Property and Casualty Insurance license.

Responsibilities of the Personal Lines Account Manager

  • Provides support and assistance for the development of new business.
  • Initiates renewal process and may participate in account marketing in conjunction with Producer or others.
  • Direct and scheduled personal interface with clients at their offices as required.
  • Participates in stewardship and renewal strategy meetings.
  • Prepares submissions, including loss runs, and proposals for new business or renewals including binding, invoicing and other documentation and prepares correspondence and insurance schedules
  • Reviews insurance policies and endorsements for accuracy, and reviews certificate requests, prepares appropriate documents, and directs the certificate of insurance process.
  • Manages end-to-end process in Sagitta system.
  • Utilizes web-based and other systems to rate, research, and perform carrier inquiries.
  • Provides support during claim process.
  • Performs receivable/collection activities, including cancellations and reinstatements.
  • Directs workflow and collaborates other team members.
  • Ensures that all Company policies and procedures are adhered to and adequately documented.
  • Complies with all regulatory insurance requirements.
  • Perform all other reasonable duties that relate to the job as assigned.

Requirements of the Personal Lines Account Manager

  • Personal Lines Account Management experience
  • Online rating/quoting experience with multiple carriers
  • Understanding of Home, Auto, Renters, Umbrella and other Personal Lines policies.
  • Experience working with mid-market carriers - Ex: Travelers, Safeco, Hartford, etc.
  • Agency management systems experience required; Sagitta system desirable along with Ease Central
  • Property & Casualty Insurance License required. Other insurance designations desirable.
  • Computer Savvy
  • Comfortable with Up-selling/Cross-selling to current clients
  • Strong oral and written communication skills, ability to interface with demanding clients
  • Proficiency in Microsoft Office applications; Outlook, Excel, Word
  • Strong organizational skills, accuracy and attention to details
  • Client-focused
  • Integrity and a Passion for Excellence
  • Works Collaboratively

Compensation for the Personal Lines Account Manager

  • Starting annual salary is $45,000 to $60,000, based on experience
  • Hours: 8:30 am - 5:00 pm Monday – Friday (37.5 hour work week)

Job Type: Full-time

Salary: $45,000.00 to $60,000.00 /year