ARM (Advanced RISC Machine), Administrative Skills, Communication Skills, Compensation and Benefits, Customer Relations, Customer Support/Service, Customer/Client Research, Data Quality, Detail Oriented, Documentation, High School Diploma, Insurance, Maintenance Services, Microsoft Office, Multitasking, Organizational Skills, Presentation/Verbal Skills, Property and Casualty Insurance, Sales Management, Systems Administration/Management, Time Management, Writing Skills
LOCATION
Vacaville, CA
POSTED
22 days ago
Personal Lines Account Manager
Insurance Agency
We are seeking an experienced and service-driven Personal Lines Account Manager to join our growing insurance agency. This role is ideal for someone who is highly organized, detail-oriented, and enjoys building strong relationships with clients. We offer a competitive compensation and benefits package along with opportunities for professional growth.
Key Responsibilities
Provide exceptional customer service by assisting clients with policy questions, coverage explanations, and service requests
Review and process daily account activity, including policy changes, claims notices, auto ID cards, MVR orders, and certificates
Review policies for accuracy and prepare them for producer delivery or direct distribution to clients
Prepare renewal summaries, mail renewal letters, and update renewal data in the agency management system
Quote personal lines coverage with multiple insurance carriers
Process evidence of insurance (EOIs) and related policy documentation
Maintain accurate and up-to-date client records in the agency management system
Complete additional assigned duties in a timely and efficient manner
Performance Expectations
Complete all assigned tasks accurately and on schedule
Communicate clearly and professionally with clients, carriers, and internal team members
Provide timely and accurate information to support producers and clients
Process policy changes promptly and document all activity
Ensure consistency and accuracy of client data within the agency management system
Qualifications & Experience
Minimum of 5 years of experience in a personal lines insurance agency role
Active Property & Casualty insurance license required
Prior experience with an independent insurance agency
Experience using Applied Systems agency management software preferred
Strong organizational and administrative skills with exceptional attention to detail
Self-motivated, adaptable, and committed to continuous learning
Knowledge, Skills & Abilities
High school diploma required; some college coursework or insurance designations (CIC, CPCU, ARM, CISR) a plus
Excellent verbal and written communication skills
Ability to manage multiple priorities and meet deadlines
Proficient in Microsoft Office Suite and agency management systems
I look forward to having a conversation with you about your aspirations for a future career! Feel free to contact me via email, phone or text!
Jennifer Thompson
Senior Director - Insurance Division
gpac
(605) 610-3041
Jennifer.Thompson@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
About the Company
G
Gpac
Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations.
Our team, with collective experience of over 250 years, is passionate about wh