Account Manager I, Personal Lines

The Account Manager I, Personal Lines is responsible for providing critical support to clients, managing a book of high net-worth clients, and promoting positive and effective relationships between the sales and service team. The role requires a high degree of professionalism, discretion, autonomy, and decision-making.

Requirements

• High School Diploma / GED; College degree strongly preferred
• 3-5 years in an insurance Account Management role (brokage experience required) or equivalent combination of education & experience.
• Private Client/High Net-Worth experience required. Experience within the Entertainment space strongly preferred.
• Computer proficient with Microsoft Office Suite, Outlook, and AMS (Epic preferred).
• Willing to complete continuing education requirements, as needed.
• Familiarity with The California Fair Plan, wholesalers – Monarch, RT Specialty, Burns & Wilcox, AmWins.

Benefits

• Health/dental/vision/life/disability insurance
• FSA, HSA
• 401(k) accounts
• Paid-time-off benefits
• Eligible bonuses, equity and commissions for some positions.