Personal Lines Account Manager

DHW Insurance Brokers • Walnut Creek, CA

9d • Remote

About The Position

At DHW Insurance Brokers, we’re more than just an insurance agency—we’re a team driven by Dedication, Heart, and Wisdom. We believe great client service starts with empowered employees. As we continue to grow, we’re looking for a Personal Lines Account Manager who enjoys ownership, collaboration, and delivering exceptional service to clients.

As a Personal Lines Account Manager, you’ll be a trusted advisor to our clients, managing day-to-day service needs while building long-term relationships. This role is ideal for someone who is detail-oriented, proactive, and genuinely enjoys helping people protect what matters most.

Requirements

• Active CA Property & Casualty insurance license (required)
• 5+ years of Personal Lines account management
• Strong organizational and time-management skills
• Excellent written and verbal communication
• Comfort working independently in a remote environment
• Client-first mindset with attention to detail

Nice To Haves

• Experience with AMS360 a plus

Responsibilities

• Manage a book of personal lines clients (home, auto, umbrella, etc.)
• Handle policy servicing including endorsements, renewals, certificates, and billing inquiries
• Communicate with carriers to market, quote, and bind coverage
• Provide clear, timely, and professional client support via phone and email
• Identify coverage gaps and cross-sell opportunities in a consultative manner
• Maintain accurate documentation and follow agency workflows
• Collaborate closely with producers and internal team members

Benefits

• Fully remote role with flexibility and trust
• Supportive, close-knit team culture
• Ownership over your work and client relationships
• Competitive compensation based on experience
• Opportunity to grow with a stable, independent agency

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees