Personal Lines Insurance Account Manager
Job Description
Personal Lines Insurance Account Manager needed for an Insurance Agency located in East County area of San Diego County!
- HOURS: Full-Time Hours, Mon-Fri, 08:00 am – 04:30 pm.
- DURATION: Direct Hire
- WORKPLACE: In office preferred, but open to discussing a Hybrid schedule after training and up and running.
- PAY: $70,000 - $90,000 per year, depending on experience.
- BENEFITS: Benefits are offered
Job duties can include, but are not limited to:
The Personal Lines Account Manager will manage and service a $500,000 book of business in revenue, serving as the primary point of contact for personal insurance clients. This role supports homeowners, auto, and related personal lines policies, ensuring accurate coverage, proactive service, and a high level of client satisfaction.
The Account Manager will handle the full service lifecycle of existing accounts, including policy maintenance, coverage recommendations, remarketing, and new business placements for current clients, while maintaining strong carrier and internal relationships.
Key Responsibilities:-
Manage and service a personal lines book of business totaling approximately $500K in revenue
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Provide professional guidance and coverage recommendations to clients based on individual needs and risk profiles
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Process policy changes, endorsements, renewals, and cancellations accurately and efficiently
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Remarketing policies as needed to ensure competitive pricing and appropriate coverage
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Quote, bind, and issue new personal lines policies for existing clients (home, auto, umbrella, etc.)
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Review policies for accuracy, coverage adequacy, and compliance with carrier and regulatory requirements
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Respond promptly to client inquiries via phone, email, and other communication channels
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Maintain strong, professional working relationships with insurance carriers and internal agency departments
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Assist clients with billing questions, claims reporting, and general policy support
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Maintain accurate and organized documentation within the agency management system
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Stay current on California insurance regulations, carrier guidelines, and product updates
Requirements:
- Minimum of five years’ experience, recently working as a Personal Insurance Account Manager within an Independent Agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- EPIC experience required
Meet Your Recruiter
Sharlene Theakston
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.