Licensed Personal Lines CSR / Account Manager — Westlake Village, CA (In-Office)

• $65k
• 95k/yr + benefits | Full-time | 8:30 AM-5:30 PM Pacific | Active CA P&C license required
• Archer Insurance Agency is a hybrid Farmers and independent brokerage with offices in Westlake Village, CA and Farragut, TN. We're hiring a licensed Personal Lines Renewals Specialist to take ownership of our California renewal book — reviewing accounts, identifying coverage gaps, and making sure our clients are properly protected as their policies come up each year.
• First, the filter.
• This role requires an active California Property & Casualty license. If you're not already licensed, this isn't the right opportunity — we're not able to sponsor licensing for this position. If that's you, keep reading.
• The role in plain terms:
• Every month, a portion of our California personal lines book comes up for renewal.

Your job is to review each of those accounts before they renew — understand the household, look at what's covered and what isn't, identify gaps and cross-sell opportunities, and have a conversation with the client to make sure their coverage still fits their life. You'll also handle inbound service calls and support the day-to-day operation of the CA office alongside the rest of the team. This is a consultative role. You're not just processing renewals — you're acting as our clients' coverage advocate at the moment they're most likely to think about their insurance.

• A typical week:
• Review upcoming renewals 60-90 days out, account by account
• Identify gaps: mono-line clients who could bundle, underinsured limits, missing umbrella coverage, life changes that warrant a policy refresh
• Reach out to clients proactively with renewal reviews and coverage recommendations
• Quote cross-sell opportunities and convert them into bound policies
• Handle inbound service calls (changes, billing, questions) when they come in
• Document everything in our CRM — every conversation, every opportunity, every outcome
• Coordinate with our sales team on warm handoffs when needed
• Who thrives here:
• People who like depth, not just volume. The renewal review is a thinking job — you're piecing together a household's coverage picture, spotting what's missing, and having a real conversation about it. The CSRs who do best in this seat are organized and methodical
• and• comfortable on the phone having consultative conversations.

If you like checking boxes but freeze up at "have we ever talked about an umbrella policy?" — this isn't your seat. If you like both the structure of working a renewal list

• and• the satisfaction of helping a client get properly covered — you'll do well here.

• Requirements:

• Active CA Property & Casualty license (required, no exceptions)
• Active CA Life & Health license (preferred but not required)
• 2+ years of personal lines insurance experience, ideally including renewal or account management work
• Comfort with consultative phone conversations — not high-pressure sales, but not pure order-taking either
• Strong attention to detail and organizational habits
• Experience with AgencyZoom or similar agency management systems is a plus
• In-office, Monday-Friday — this is not a remote or hybrid role
• What you get:
• $65k-95k/yr based on experience and licensing depth
• Commission and bonuses
• PTO, paid holidays
• Product training and AgencyZoom onboarding
• A clearly defined role with clear expectations and ownership of your book
• A team that values follow-through, honesty, and doing the job right
• How to apply:
• Submit your resume through Indeed.

Please include (1) your CA P&C license number and issue date, and (2) one or two sentences on what you like about renewal/account management work. Applications without a license number will not be reviewed. Archer Insurance Agency is an equal opportunity employer.

Job Type:

Full-time Pay:

$65,000.00

• $95,000.

00 per year

Benefits:

401(k) 401(k) matching Flexible schedule Paid time off

Shift:

8 hour shift Application Question(s): What's your CA P&C license number?

Experience:

P & C Customer Service:

2 years (Required)

Work Location:

In person