Personal Lines Account Manager
Job Description
- HOURS: Full-Time Hours, Mon-Fri, 8:00AM-5:00PM
- DURATION: Direct Hire
- WORKSITE: This position is in office.
- PAY: $55,000 - $65,000 per year, depending on experience.
- BENEFITS: This client offers a full comprehensive benefits package to include medical, dental, life insurance, and PTO
The Personal Lines Account Manager is responsible for supporting the Production staff in their servicing of personal lines clients and prospects.
- Prepares proposals for new and existing clients;
- Remarketing of existing client accounts as needed
- Binds policies
- Manages submissions to insurers, including application preparation; and
- Onboards new accounts, manages the quote renewal process, and keep clients informed on any delays.
- Minimum of 2 years experience working as a Personal Lines CSR or Account Manager.
- Must have experience working with PL Home, Auto, Umbrella, etc
- Mercury experience is required!
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- Must be organized, able to multi-task and work in a team environment.
Meet Your Recruiter

Nancy Thai
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.