Personal Lines Producer Account Manager
STEPHEN B. MARVIN AGENCY, INC · Lancaster, CA · 1 wk ago
Business DevelopmentFull-time
Key Responsibilities
- Manage personal lines insurance accounts and client relationships
- Handle renewals, rewrites, endorsements, cancellations, and service requests
- Quote, bind, and cross-sell personal lines policies
- Respond to inbound quote requests and referrals
- Review coverage at renewal and recommend appropriate changes
- Prepare applications and ensure carrier compliance
- Maintain accurate records in AMS 360 and PL rating systems
- Resolve client and carrier inquiries efficiently
- Support team goals and attend sales and carrier meetings
Qualifications
- Active Property & Casualty Insurance License (required)
- 3+ years personal lines account management experience
- 3+ years cross-selling and policy binding experience
- High School Diploma (required)
- Exposure to software systems AMS 360 and PL Rater
- Proficient in Microsoft 365 programs (highly preferred)
- Strong communication, organization, and customer service skills