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Personal Lines Account Manager - High Net Worth
Personal Lines Account Manager - High Net WorthInsurance Relief • Sacramento, CA, US
Personal Lines Account Manager - High Net Worth

Personal Lines Account Manager - High Net Worth

Insurance Relief • Sacramento, CA, US
18 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Personal Lines Account Manager - High Net Worth - Sacramento, CA

The Company :

A growing independent insurance agency is actively seeking a Personal Lines Account Manager. With nearly 20 years in the insurance industry, this agency is known for ensuring client and employee satisfaction, offering a hybrid schedule with phenomenal benefits, including a 401(k) plan. This agency is committed to fostering an environment where employees can thrive!

What’s in it for you?

  • $70,000 - $90,000 annual salary, depending on experience
  • Flexible schedule with a hybrid work schedule
  • Full suite of benefits, including medical, dental, and vision insurance
  • 401(k) plan
  • Paid time off and paid holidays

Preferred Qualifications :

  • 4+ years of personal lines account management insurance experience in a brokerage
  • Experience managing high-net-worth accounts preferred
  • Active Property & Casualty License
  • Strong coverage and product knowledge with an understanding of agency functions and procedures
  • Exceptional verbal and written communication skills
  • Experience with insurance agency management systems (AppliedEpic preferred), Microsoft Office, and other database management systems
  • The Position :

  • Deliver exceptional customer service and address the insurance needs of clients and producers.
  • Identify and develop new business opportunities through outside sales initiatives.
  • Conduct thorough reviews of insurance applications.
  • Cultivate and maintain client relationships to foster future business growth.
  • Compile and manage data related to insurance policy changes and records.
  • Coordinate and oversee services, coverages, pricing, and proposals, culminating in finalized sales.
  • Uphold a high level of customer service and professionalism consistently.
  • Apply now!

    Company Description

    Why Insurance Relief?

    As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance ReliefTM works with brokers, carriers, and third party administrators to locate and place the best people for positions ranging from entry-level to senior management. We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities.

    Company Description

    Why Insurance Relief? \r\n\r\nAs a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance ReliefTM works with brokers, carriers, and third party administrators to locate and place the best people for positions ranging from entry-level to senior management. We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities.

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    Personal Lines Account Manager • Sacramento, CA, US

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