Personal Lines Account Manager - Hybrid - Costa Mesa, CA

Insurance Relief•Rossmoor, CA

3d•$70,000 - $80,000•Hybrid

About The Position

Personal Lines Account Manager, Middle Market Join a successful and growing insurance brokerage as a Personal Lines Account Manager. In this high-impact role, you will build strong client relationships, leveraging your technical proficiency and deep insurance knowledge to deliver best-in-class service. Thrive in a supportive, growth-oriented culture committed to your long-term success.

Requirements

Bring 3+ years of success in personal lines brokerage, ready to take ownership of complex, middle-market client accounts
Demonstrate a strong technical command of insurance terminology, coverage, and products, backed by a clear understanding of agency operational excellence
Active Property & Casualty License
Exceptional ability to read, write, and communicate effectively, serving as a trusted advisor to clients
Fluent use of Applied Epic and the full Microsoft Office Suite (Excel, Word, PowerPoint) to ensure seamless workflow and execution

Responsibilities

Serve as the primary, professional point of contact for clients and producers, delivering prompt service and expert consultation on personal insurance needs.
Meticulously review and process all insurance applications and compile critical data on policy changes to ensure accuracy and compliance.
Coordinate and oversee the delivery of comprehensive insurance services, including evaluating coverages, determining pricing, developing proposals, and finalizing new business and renewals.
Proactively collaborate with and provide necessary assistance to internal departments to ensure seamless client service and operational efficiency.