HVAC Service Technician

This Jobot Job is hosted by : Dana Stark

Are you a fit? Easy Apply now by clicking the "Apply" button

and sending us your resume.

Salary : $70,000 - $80,000 per year

A bit about us :

Our mission is clear : to aid, inform, and protect the clients who trust us — no matter what challenges they face. With decades of expertise, we’ve built a reputation for having our clients’ backs. As part of our team, you’ll play a key role in creating custom strategies that fit each client’s needs, helping them minimize risk and find peace of mind.

Why join us?

You are not just part of a company here — you’re part of a team that makes a real impact. Our mission to aid, inform, and protect clients is only possible because of the talented people behind it. Here, you’ll have the chance to use your expertise to design meaningful solutions, build lasting relationships, and help clients through life’s challenges. With decades of experience guiding us and a supportive culture driving us, you’ll find growth, purpose, and the confidence of knowing your work truly matters.

Job Details

The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients. This role ensures client satisfaction by providing exceptional service, maintaining accurate policy records, and supporting the agency’s retention and growth objectives.

Essential Duties & Responsibilities

Build and maintain strong client relationships by serving as the primary point of contact for personal insurance accounts.

Review, process, and manage renewals, endorsements, cancellations, reinstatements, and other policy changes.

Provide timely responses to client inquiries, including coverage questions, billing issues, and claims support.

Conduct coverage reviews to identify gaps, make recommendations, and upsell / cross-sell additional lines of coverage when appropriate.

Prepare accurate quotes and proposals; market accounts to carriers as needed.

Collaborate with producers and other team members to achieve client retention and growth goals.

Maintain detailed and accurate documentation in the agency management system.

Stay current on industry trends, carrier guidelines, and state regulations.

Ensure all actions are compliant with agency standards, carrier requirements, and applicable laws.

Qualifications

Property & Casualty Insurance License required.

2+ years of experience in personal lines insurance or account management preferred.

Strong knowledge of personal insurance products (auto, homeowners, renters, umbrella, etc.).

Excellent communication, organizational, and problem-solving skills.

Proficiency in agency management systems (e.g., Applied Epic, AMS360, Hawksoft) and Microsoft Office Suite.

Ability to work independently and as part of a team in a fast-paced environment.

Core Competencies

Customer Focus & Relationship Management

Attention to Detail & Accuracy

Time Management & Prioritization

Problem Solving & Critical Thinking

Team Collaboration

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy