Provide full support for the Personal Lines department: manage client relationships, issue policies/certificates/binders, prepare renewal submissions and proposals, quote and market personal lines with multiple carriers and bind new coverage. Ensure high client retention, use Applied Systems Epic, multitask, and deliver exceptional customer service.
About Us:
We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.
The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.
Role Expectations and Description:
The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.
Key Responsibilities
- Work with Agency Principal, Producers, and Team Members
- Order policies and issue documentation, certificates, and binders as needed
- Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
- Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
- Bind coverage for new clients
Skills, Knowledge and Expertise
- P&C License required
- Experience working for an independent insurance agency
- Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
- Minimum of 2 years of experience as a Personal Lines Account Manager
- Must be able to multi-task and handle a heavy workload with minimal supervision
- Effective communicator (verbal and written)
- Working knowledge of Applied Systems Epic management system
- Insurance designation (Preferred)
Desired Skills:
- Experience with Microsoft Office and proficiency in Word and Excel
- Excellent organizational skills with attention to detail
Benefits
Group Health Policy (100% of employee-only cost covered by employer)
Group Life & Disability Policy (100% covered by employer)
Profit Sharing Plan (100% contribution by employer) upon vesting
*Paid vacation days accrued based on tenure
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
Similar Jobs
Insurance
Provide timely service to personal-lines clients: process applications, policy changes, endorsements, renewals, billing, claims intake, and certificates. Update and document accounts in Applied EPIC, notify producers of issues, pursue cross-sell/up-sell opportunities, and support special projects while following carrier and agency procedures to minimize E&O exposure.
Top Skills:
Applied Epic
Insurance • Financial Services
The Personal Lines Account Manager will manage client relationships, review policies, assist in claims, and maintain records in Applied Epic while ensuring top-notch customer service.
Top Skills:
Applied Epic
Insurance
The Account Manager supports Account Executives in servicing High-Net-Worth clients by processing insurance documents, maintaining records, liaising with carriers, and responding to client inquiries.
Top Skills:
Applied Epic
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
