Personal Lines Account Manager

Personal Lines Account Manager

The James Allen Companies Inc
May 31, 2018
Northern CA, CA
Job Type


Personal Lines Account Manager


  1. Provide current clients and prospects with quality service.
  2. Assist with prospecting and sales activities.


  1. Process auto and homeowners insurance policy applications, changes, and cancellations.
  2. Review applications for completeness and accuracy; verify that applicants are eligible for the programs.
  3. Maintain records on policy changes.
  4. Process small claims and assist clients with reporting larger claims.
  5. Round out accounts by selling additional personal lines coverages or policies.
  6. Cross sell personal lines policies to existing life and health clients.
  7. Answer clients' questions related to their coverages or policy status.
  8. Update policy information as needed.
  9. Provide new prospects with information on the agency and its products.
  10. Make phone calls to prospect lists to obtain auto and homeowners ex-dates.
  11. Assist with record keeping of sales activities and results.
  12. Attend service and/or sales meetings as needed.
  13. Assist agency producers with retention of VIP clients

Skill Requirements

  1. Strong communication, organizational, time management, and technical skills
  2. Self-motivated with initiative, integrity, and thoughtfulness
  3. Commitment to ongoing professional development through industry-sponsored educational programs
  4. Understanding of both standard lines and E&S preferred
  5. High school diploma required
  6. Knowledge of Applied

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