Personal Lines Account Manager

Job Description

Job Description

At Omega Pacific Insurance Solutions, we pride ourselves on providing exemplary service to our clients in Clovis, California, and beyond. As a company deeply embedded in the community, we offer hybrid remote positions to maintain both flexibility and local connection. We are inviting applications for the role of Personal Lines Account Manager, where you will be a key player in ensuring our clients receive the high standard of care they expect from us. Your role will encompass maintaining and strengthening client relationships, addressing policy inquiries, and ensuring personalized attention to each client's needs. Omega Pacific Insurance Solutions is a nurturing environment, perfect for those who are enthusiastic about client service and motivated to achieve excellence. Our positive workplace culture supports growth and recognizes achievements, making it an ideal place to advance your career.

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Evenings Off

Life Insurance

Responsibilities

Client Interaction : Act as the primary contact for clients, ensuring their needs are met promptly and effectively.

Policy Management : Manage personal lines accounts, including policy renewals, endorsements, and cancellations, ensuring accuracy and timeliness in processing.

Problem Solving : Address client inquiries and resolve any issues that may arise, ensuring exceptional customer satisfaction and maintaining strong client relationships.

Documentation : Maintain up-to-date records on client interactions and policy changes, adhering to regulatory and company standards.

Team Collaboration : Work collaboratively with underwriters, carriers, and other team members to facilitate seamless service delivery and meet client expectations.

Industry Knowledge : Stay informed about industry trends and products to provide clients with relevant and updated information.

Requirements

Licensing : Must hold or be willing to obtain a California Property & Casualty license.

Experience : Minimum of 2 years experience in insurance, preferably in personal lines customer service or account management.

Communication Skills : Excellent verbal and written communication skills are essential.

Problem-Solving : Strong ability to assess client needs and provide customized solutions.

Customer Focus : Passion for delivering exceptional customer service with a proactive attitude.

Technology Proficiency : Familiarity with insurance management software and CRM systems.

Organizational Skills : Strong organizational and multitasking abilities to manage multiple accounts efficiently.

Team Collaboration : Ability to work well in a team-oriented environment and contribute to a positive workplace culture.