Personal Lines Account Manager

The Jonus Group•Yorba Linda, CA

13d•$60,000 - $75,000•Onsite

About The Position

Seeking a dedicated and experienced Personal Lines Account Manager/Agent to join a growing insurance agency. This role focuses on delivering high-quality service across a diverse portfolio of personal lines accounts within a stable, supportive, and relationship-driven environment. The ideal candidate is customer-focused, detail-oriented, and thrives in a collaborative setting while managing day-to-day account needs.

Requirements

Active Property & Casualty (P&C) license is required.
Minimum of 3 years of experience in servicing and selling personal lines insurance products.
Familiarity with multiple carriers, including Safeco, Travelers, Mercury, and Wholesale Markets.
Proficiency in using Hawksoft or similar agency management software is preferred.
Strong interpersonal and communication skills.
Highly organized, reliable, and a team-oriented mindset.

Responsibilities

Provide exceptional service to clients by managing and servicing personal lines accounts.
Cross-sell mono-line policies to existing clients.
Quote new and renewal business, ensuring competitive and accurate pricing.
Handle walk-in customers and address their insurance needs.
Build and maintain strong relationships with clients and insurance carriers.
Utilize agency management software (Hawksoft) to manage accounts efficiently.