Personal Lines Account Manager
DHW Insurance Brokers
full-time
Posted on:
Location Type: Remote
Location: California • United States
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About the role
- Manage a book of personal lines clients (home, auto, umbrella, etc.)
- Handle policy servicing including endorsements, renewals, certificates, and billing inquiries
- Communicate with carriers to market, quote, and bind coverage
- Provide clear, timely, and professional client support via phone and email
- Identify coverage gaps and cross-sell opportunities in a consultative manner
- Maintain accurate documentation and follow agency workflows
- Collaborate closely with producers and internal team members
Requirements
- Active CA Property & Casualty insurance license (required)
- 5+ years of Personal Lines account management
- Strong organizational and time-management skills
- Excellent written and verbal communication
- Comfort working independently in a remote environment
- Client-first mindset with attention to detail
- Experience with AMS360 a plus
Benefits
- Fully remote role with flexibility and trust
- Supportive, close-knit team culture
- Ownership over your work and client relationships
- Competitive compensation based on experience
- Opportunity to grow with a stable, independent agency
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
policy servicingendorsementsrenewalscertificatesbilling inquiriescoverage marketingquote bindingcoverage gap identificationcross-selling
Soft Skills
organizational skillstime-management skillswritten communicationverbal communicationindependent workclient-first mindsetattention to detail
Certifications
CA Property & Casualty insurance license