Personal Lines Account Manager
$60,000–$80,000 year
HybridValencia, California, United States
Job Summary
Manage, evaluate, and place personal lines accounts by analyzing risk exposures, quoting policies on carrier websites, and binding coverage while issuing renewal and cancellation letters. Update information in AMS360 from carrier downloads, document all calls and transactions, and process incoming mail and emails. Provide prompt client service through direct visits and inquiries, invoice agency and direct items, and check payment status for cancellations. Assist in training new personnel and perform other assigned duties in a fast-paced production environment. This role supports the LBW Insurance team at Foundation Risk Partners in Valencia, CA, requiring a licensed Personal Lines Account Manager with at least four years of experience.
Required Qualifications
- Must hold a current California Insurance Property & Casualty License and be in good standing
- Ability to communicate effectively, both verbally and written
- Detail oriented and accurate
- Proficient in MS Word/Excel/Outlook
- Minimum 4 years of experience in Personal Lines Insurance
- Dependable, well organized and ability to multi-task
- Demonstrate sound judgment, outstanding decision making, problem solving, and analytical skills
- Able to work in a fast-paced production environment
- Team Oriented
- Reliable attendance
- On-site and Hybrid options available
Desired Qualifications
- Advanced knowledge in Agency Management Systems (esp. AMS360) is a Plus
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