Personal Lines Account Manager
DHW Insurance Brokers, Walnut Creek, CA, United States
Join Our Growing Team as a Personal Lines Account Manager!
At DHW Insurance Brokers, we’re more than just an insurance agency—we’re a team driven by
Dedication, Heart, and Wisdom . We believe great client service starts with empowered employees. As we continue to grow, we’re looking for a Personal Lines Account Manager who enjoys ownership, collaboration, and delivering exceptional service to clients.
The Role: As a Personal Lines Account Manager, you’ll be a trusted advisor to our clients, managing day‑to‑day service needs while building long‑term relationships. This role is ideal for someone who is detail‑oriented, proactive, and genuinely enjoys helping people protect what matters most.
What You’ll Do:
Manage a book of personal lines clients (home, auto, umbrella, etc.)
Handle policy servicing including endorsements, renewals, certificates, and billing inquiries
Communicate with carriers to market, quote, and bind coverage
Provide clear, timely, and professional client support via phone and email
Identify coverage gaps and cross‑sell opportunities in a consultative manner
Maintain accurate documentation and follow agency workflows
Collaborate closely with producers and internal team members
What You Bring:
Active CA Property & Casualty insurance license (required)
5+ years of Personal Lines account management
Strong organizational and time‑management skills
Comfort working independently in a remote environment
Client‑first mindset with attention to detail
Experience with AMS360 a plus
Why Join DHW:
Fully remote role with flexibility and trust
Supportive, close‑knit team culture
Ownership over your work and client relationships
Competitive compensation based on experience
Opportunity to grow with a stable, independent agency
Join a company where your skills and contributions make a real impact! Ready to take the next step in your career?
Apply now —we can’t wait to meet you!
Learn more: www.DHW-ins.com
DHW Insurance Brokers is an Equal Opportunity Employer.
#J-18808-Ljbffr
Dedication, Heart, and Wisdom . We believe great client service starts with empowered employees. As we continue to grow, we’re looking for a Personal Lines Account Manager who enjoys ownership, collaboration, and delivering exceptional service to clients.
The Role: As a Personal Lines Account Manager, you’ll be a trusted advisor to our clients, managing day‑to‑day service needs while building long‑term relationships. This role is ideal for someone who is detail‑oriented, proactive, and genuinely enjoys helping people protect what matters most.
What You’ll Do:
Manage a book of personal lines clients (home, auto, umbrella, etc.)
Handle policy servicing including endorsements, renewals, certificates, and billing inquiries
Communicate with carriers to market, quote, and bind coverage
Provide clear, timely, and professional client support via phone and email
Identify coverage gaps and cross‑sell opportunities in a consultative manner
Maintain accurate documentation and follow agency workflows
Collaborate closely with producers and internal team members
What You Bring:
Active CA Property & Casualty insurance license (required)
5+ years of Personal Lines account management
Strong organizational and time‑management skills
Comfort working independently in a remote environment
Client‑first mindset with attention to detail
Experience with AMS360 a plus
Why Join DHW:
Fully remote role with flexibility and trust
Supportive, close‑knit team culture
Ownership over your work and client relationships
Competitive compensation based on experience
Opportunity to grow with a stable, independent agency
Join a company where your skills and contributions make a real impact! Ready to take the next step in your career?
Apply now —we can’t wait to meet you!
Learn more: www.DHW-ins.com
DHW Insurance Brokers is an Equal Opportunity Employer.
#J-18808-Ljbffr