Copy of Personal Lines Insurance Account Manager (exempt position)

Panorama Insurance Associates•Roseville, CA

1d•Hybrid

About The Position

Panorama Insurance Associates is a fast-growing, innovative company committed to growth and providing opportunity for both employees and affiliates. The Personal Lines Insurance Account Manager will manage client accounts, build relationships, support business growth, promote insurance products, quote clients, and ensure accurate data entry—all while upholding our core values, and covering you from every angle.

Requirements

5+ years Insurance Personal Lines Insurance Account Management experience
High school diploma (or equivalent) required
Computer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred)
Applicable state required Property & Casualty License

Nice To Haves

CISR preferred
Bachelor’s degree is preferred but not required

Responsibilities

Manage accounts, coordinate services, and maintain relationships with clients, agents, and carriers
Act as primary contact, ensuring coverage and cost solutions align with client needs
Negotiate coverage for new and renewal business, prepare and submit documents to carriers
Present proposals, bind coverage, handle invoicing, endorsements, and cancellations
Issue insurance certificates and maintain confidentiality
Update accounts/policies in Agency Management System and manage suspense accounts
Stay current on licensing, industry updates, and product knowledge
Represent the company professionally and balance collaboration with autonomy
Additional duties, as assigned

Benefits

Medical: Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer
Dental: PPO plans with an option for no employee premium cost
Vision: PPO plan with no employee cost
FSA Account: Available for Medical and Dependent Care
HSA Account: Panorama contributes $1000 annually to qualified accounts
Commuter Benefits: Up to $600 per month contribution
Long-Term & Short-Term Disability: At no cost to the employee
Life and AD&D: At no cost to the employee and Voluntary Life is also available
Supplemental Plans: Offering a Critical illness and Hospital Indemnity Plan
Identity Theft: Provided at no cost for employee coverage
EAP: At no cost to anyone in the household
401k: With a match of 100% up to 5% of your earnings
PTO/FTO: Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO
Paid Holidays: 12 paid holidays annually
Flexible Work Options: Remote, hybrid and in-office options
Professional Development, licensing/accreditation, and growth plans