Personal Insurance Account Manager

The Personal Insurance Account Manager is Responsible for:

  • Communicating verbally and in writing with clients, prospects, insurance company personnel and co-workers
  • Creating and maintaining client files in agency management system (AMS 360)
  • Processing policies, renewals, endorsements, etc. for clients
  • Providing evidence of coverage
  • Invoicing and answering billing questions from clients and carriers
  • Generating new business sales and cross selling into existing relationships
  • Entering application information for new business, changes, cancellations, etc. into AMS 360 and carrier websites
  • Managing client expiration lists
  • Maintaining a suspense system to be sure that policies, endorsements, and other actions are accomplished in a timely manner
  • Keeping abreast of industry news


  • Organization, excellent customer service, and proactive sense of responsibility
  • Strong attention to detail and ability to multitask
  • Proficient in Word, Excel, Outlook and PowerPoint
  • Ability to work in an extremely motivated team environment
  • Minimum of 5 years of personal lines insurance experience
  • California P&C Insurance License


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