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Personal Lines Account Manager

The Jonus Group, Yorba Linda, California, United States, 92686

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Job Summary Seeking a dedicated and experienced Personal Lines Account Manager/Agent to join a growing insurance agency. This role focuses on delivering high-quality service across a diverse portfolio of personal lines accounts within a stable, supportive, and relationship-driven environment. The ideal candidate is customer-focused, detail-oriented, and thrives in a collaborative setting while managing day-to-day account needs.

Job Description Personal Lines Account Manager/Agent

Compensation Package

Salary: $60,000 - $75,000 annually, with additional commission opportunities on new policies.

Benefits: Comprehensive benefits package, including a 401(k) plan.

Work Environment: This is a full-time, in-office position.

Responsibilities

Provide exceptional service to clients by managing and servicing personal lines accounts.

Cross-sell mono-line policies to existing clients.

Quote new and renewal business, ensuring competitive and accurate pricing.

Handle walk-in customers and address their insurance needs.

Build and maintain strong relationships with clients and insurance carriers.

Utilize agency management software (Hawksoft) to manage accounts efficiently.

Qualifications/Requirements

Active Property & Casualty (P&C) license is required.

Minimum of 3 years of experience in servicing and selling personal lines insurance products.

Familiarity with multiple carriers, including Safeco, Travelers, Mercury, and Wholesale Markets.

Proficiency in using Hawksoft or similar agency management software is preferred.

Strong interpersonal and communication skills.

Highly organized, reliable, and a team-oriented mindset.

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