Personal Lines Account Manager

Oakland, CA | In-Office | Full-Time, Permanent

Build Relationships. Deliver Great Service. Grow Your Insurance Career.

Are you an experienced insurance professional who enjoys building relationships, helping clients understand their coverage, and identifying opportunities to better protect what matters most?

We’re looking for a motivated Personal Lines Account Manager to join a growing Farmers Insurance agency in Oakland. This role offers a balance of client service, account management, retention, and sales, giving you the opportunity to support existing clients while also helping grow agency relationships.

If you’re organized, confident communicating with clients, and enjoy combining customer service with goal-oriented sales, this could be a great fit.

About the Role

As a Personal Lines Account Manager, you’ll work directly with both new and existing clients to support their insurance needs across Personal Lines products such as Auto, Home, and related coverages.

You’ll assist with policy servicing, renewals, billing questions, and coverage needs while proactively identifying opportunities to strengthen client relationships and grow accounts.

This position is ideal for someone who enjoys building long-term relationships, takes ownership of client follow-up, and is comfortable balancing service responsibilities with sales and retention goals.

What You’ll Do

• Build and maintain strong relationships with new and existing clients
• Identify client insurance needs and recommend appropriate Personal Lines coverage solutions
• Assist clients with policy changes, renewals, billing questions, and general account servicing
• Make outbound follow-up calls to clients and prospective customers
• Proactively identify opportunities to strengthen coverage and expand client relationships
• Support new business, retention, and account growth goals through consistent client contact
• Maintain strong knowledge of Auto, Home, and other Personal Lines insurance products
• Clearly explain coverage options and help clients make informed insurance decisions
• Accurately document client interactions, policy updates, and follow-up activity within agency systems
• Maintain organized client records and manage multiple priorities effectively
• Work collaboratively with agency team members to provide a responsive and professional client experience

What You’ll Bring

• Active California Property & Casualty license required
• High school diploma or equivalent required
• Previous insurance, account management, customer service, or sales experience preferred
• Strong client service and relationship-building skills
• Sales-driven mindset with motivation to achieve established goals
• Clear and professional verbal and written communication skills
• Confidence making outbound calls and following up consistently with clients
• Strong organizational and time-management abilities
• Ability to manage multiple accounts and priorities while maintaining attention to detail
• Self-motivated and able to work independently
• Collaborative and comfortable working as part of a team
• Proficiency with Windows, Microsoft Office, and general computer systems
• Bilingual Spanish preferred

What We Offer

• Full-Time, Permanent
• $50,000 annual compensation
• New business commission opportunities
• Health insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid time off
• Paid holidays
• Licensing and Continuing Education reimbursement
• Paid product training
• Employee rewards and discounts
• Career advancement and professional growth opportunities
• Supportive team environment within a growing insurance agency

Ready to Apply?

If you’re a licensed Personal Lines professional who enjoys building client relationships, providing exceptional service, and identifying opportunities to grow accounts, we’d love to hear from you.

Apply today to learn more about this Personal Lines Account Manager opportunity.

This position is with a Farmers independent contractor agent, not Farmers Insurance Companies.