Personal Lines Account Manager

Schaub Insurance Agency, Inc. is a woman-owned independent insurance agency. We have over two decades of industry experience working with business owners, individuals, and families. We will always put the customer first, and work to keep insurance simplified.

We have been awarded the GOLD medal for North County’s “Best Insurance Company” for 2024, 2025, and just announced 2026. New this year, we won GOLD for "Best Commercial Insurance"! We are seeking a Licensed Personal Lines Account Manager who genuinely enjoys servicing existing clients and takes pride in keeping a book of business running smoothly.

This position is ideal for those newer to insurance (2-4 years experience), and already licensed (please include your California property-casualty insurance (preferred), or personal lines license number when applying). Please do not apply if you are not licensed in California with one of the two licenses listed.

This role is intentionally designed as a service-focused Account Manager position. Approximately 90% of the work involves servicing existing clients and managing renewals. There will be opportunities for inbound referrals and occasional cross-selling, but this is not a producer or sales-heavy role. If your long-term goal is outside sales or becoming a producer, this position is not the best fit. Please do not apply if you are looking for a sales only, or sales heavy position.

Enjoys completing tasks and closing loops

Can prioritize a busy workload and remain calm under pressure

Likes checking items off a to-do list

Enjoys account management and customer service

Is dependable, steady, and organized

Can work independently with minimal supervision

Responsibilities

Service an existing Personal Lines book of business

Review policies and endorsements for accuracy

Handle renewal processing from start to finish

Look for opportunities to upsell/cross-sell

Support sales agents
ew business opportunities when needed

General clerical duties, and administrative tasks, as needed

Preferred Skills and Qualifications

Enthusiastic about the role insurance plays in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams

Self-motivated and efficient

Attention to detail is critical

Work independently and be resourceful

Fast and efficient, while maintaining exceptional accuracy

You are a service oriented person, looking to stay in a service oriented role

Must be able to work in a fast paced environment and be able to multi-task

Strong customer service mindset and background

Minimum of 1-2 years insurance industry work experience

You’ll work alongside an experienced support team that assists with administrative and processing functions so you can focus on licensed account management and client service.

There may be opportunities over time to expand your insurance knowledge into Commercial Lines, but the primary focus of this position will remain Personal Lines service.

Knowledge of QQ Catalyst, a plus

Must have property-casualty insurance license - please do not apply if you are not licensed in property-casualty insurance (preferred), or personal lines only.

#J-18808-Ljbffr