Senior Personal Lines Account Manager

Higginbotham

Personal Lines Account Manager responsible for managing insurance coverages and client relationships at insurance firm. Collaborating with stakeholders to manage policy renewals and new business.

Posted 7/3/2026full-timeRemote • California • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Managing client’s current insurance coverages
Marketing new and renewal business
Attending client meetings and influencing decision-making on behalf of the insured
Preparing endorsements to send to the insurance carriers
Assisting with cancellations of policies
Educating clients about coverages and making recommendations as needed
Handling renewals and remarkets as needed
Developing proposals and presenting to clients
Maintaining detailed customer records in the agency management systems (Applied EPIC and CSR 24)
Maintaining healthy working relationship with underwriters, carriers, and other stakeholders

Requirements

What you’ll need

5-8 years of Personal Line Insurance experience required
Active General Lines or Property & Casualty License required
Designations strongly preferred (i.e. CIC, CPRIA)
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Benefits

Comp & perks

Equal Opportunity Employer

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Policy EndorsementsClient EducationProposal DevelopmentPolicy CancellationsRenewal Management

Soft Skills

Influencing Decision-MakingMaintaining Relationships

Certifications

CICCPRIA