Associate Account Manager, Personal Lines

Salary Range: Final compensation will be determined based on experience, licensing, technical expertise, and overall qualifications. Reports To: Personal Lines Manager

About the Company

At the J. Morey Company, we believe insurance is about more than policies and premiums—it's about protecting individuals, families, and the communities we serve. As part of the Ori-gen Family of Companies, we are proud to carry forward a legacy built over 45 years of trusted relationships, service, and community impact. Our mission is simple: remember where you came from...and create a new future for the generations that follow. We are looking for professionals who take pride in helping others, delivering exceptional service, and building meaningful relationships.

About the Role

The Personal Lines Account Manager supports the servicing and retention of personal insurance clients by providing outstanding customer service and day-to-day account support. This role works closely with clients, insurance carriers, and teammates to assist with policy changes, renewals, coverage questions, and ongoing client needs. This is an excellent opportunity for someone looking to build a long-term career in the insurance industry. The ideal candidate is organized, service-oriented, eager to learn, and committed to creating a positive client experience.

Responsibilities

• Client Service & Account Management
  • Serve as a primary point of contact for assigned personal insurance clients.
  • Build and maintain positive client relationships through responsive and professional service.
  • Assist clients with policy changes, endorsements, billing questions, and coverage inquiries.
  • Process certificates, evidence of insurance, policy documents, and other servicing requests.
  • Respond to client requests via phone, email, and other communication channels.
  • Maintain accurate client records and documentation within the agency management system.
  • Assist clients with reporting claims and provide updates throughout the claims process when appropriate.
• Policy Renewals & Retention
  • Assist with the personal lines renewal process.
  • Review renewal information for accuracy and completeness.
  • Communicate with clients regarding policy changes and renewal options.
  • Support retention efforts by providing proactive and timely client service.
  • Follow agency procedures to ensure renewals are processed accurately and on time.
• Administrative & Operational Support
  • Prepare applications and supporting documentation for new and existing accounts.
  • Coordinate with insurance carriers to obtain policy information and documentation.
  • Assist with collecting required signatures and client paperwork.
  • Maintain organized electronic client files and correspondence.
  • Support agency initiatives and process improvement efforts as needed.
• Learning & Professional Development
  • Develop knowledge of personal insurance products including auto, home, renters, umbrella, and recreational vehicle coverage.
  • Learn carrier guidelines, systems, and agency procedures.
  • Participate in training and continuing education opportunities.
  • Pursue Property & Casualty licensing if not already licensed.

Requirements

• Approximately 1 year of insurance, customer service, administrative, banking, retail, hospitality, or other client-facing experience.
• California Property & Casualty License preferred but not required.
• Interest in building a career within the insurance industry.
• Strong customer service mindset and relationship-building skills.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Proficiency with Microsoft Office and general computer systems.
• Positive attitude and willingness to learn.

Preferred Qualifications

• College degree preferred.
• Prior Personal Lines insurance experience.
• Experience working in a professional office environment.
• Experience handling customer accounts or service requests.
• Familiarity with agency management systems is a plus.

Benefits

• Comprehensive Portfolio of Benefits
  • Medical (PPO, HMO & HSA options), Dental, Vision
  • Life, Disability, Critical Illness Voluntary Benefits
  • FSA Accounts, and more
• 401(k) with Company Match
• Paid Time Off
• Paid Volunteer – Philanthropic Time Off
• Paid Holidays
• Professional Development and Continuing Education Support
• Licensing Assistance and Insurance Career Development

Why Join Us

• Join an organization with more than 45 years of history and community impact.
• Help individuals and families protect what matters most.
• Be part of a growing company that values collaboration, service excellence, and giving back.
• Build a rewarding career with opportunities for growth and advancement.
• Join a culture that places Family & Having Fun within our Core Values.