Job description

Do you have years of experience within the insurance industry and personal lines? Are you ready to work for an agency who recognizes excellence? We are striving to grow our team to include the most knowledgeable employees within the industry, so we can better serve our clients. Our agency is passionate about knowledge, growth, collaboration and innovation. We want you to join and add your experience to our team!

Position Title: Personal Lines Account Manager– Fully Remote

Position is fully remote, but candidate must live in California - Pacific Standard Time.

Regional insurance brokerage is seeking a full-time knowledgeable Personal Lines Account Manager that has previous experience at an independent agency.

Required Qualifications:

• MUST be licensed in CA.
• MUST have 3+ years of personal lines insurance experience at an independent agency.
• Experience with EPIC Software by Applied (18 months preferred)
• Experience with Microsoft Programs: Word, Excel, Teams and Outlook.
• Strong attention to detail and typing abilities.
• Positive attitude and team oriented.
• Ability to manage multiple projects and meet deadlines with accurate results.
• Self-motivated.
• Some commercial lines experience is a plus.
• Customer service skills.

Duties & Responsibilities:

• Bind policies.
• Create proposals.
• Perform coverage reviews.
• Quoting.
• Help review clients’ audits to ensure accuracy.
• Support, service and manage client account retention.
• Claim and billing assistance.
• Create new and renewal submissions accurately.
• Invoicing and transacting.
• Creating reports.
• Maintaining appropriate service timelines on open activities.
• Call underwriters to problem solve and classify business, as well as to follow up on submissions.
• Answer/Manage phones, emails and activities in agency management software (EPIC).
• Assist with back-up coverage when needed.

Weekly Work Schedule: Monday – Friday, 9am-6pm PST or 8am – 5pm PACIFIC STANDARD TIME

Benefits: Robust continuing education opportunities. 401k, life, disability, PTO, make-up time policy and generous monthly reimbursements for medical and dental.

Message to Applicants: You must submit a resume to be considered for this position.

Thank you for the opportunity to learn more about you!

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• Remote

Application Question(s):

• What are the most common tasks you handle each day in your current role?
• How many years of experience of Epic do you have?

Experience:

• Personal Lines Insurance: 3 years (Required)

License/Certification:

• P&C License (Required)

Work Location: Remote

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