Personal Lines Account Manager

At Oakview Insurance Services, Inc., we offer the opportunity to be part of something exceptional. We're currently opening a full-time Personal Lines Account Manager position to join our high-performing team headquarters in Yuba City, CA. This is a rare and unique opportunity to step into a role within the region's fastest growing and respected independent insurance agencies. This is not a job; this is a career. It's a chance to grow with a company that values excellence, rewards initiative, and believes that great people are the cornerstone of everything we do. We are deeply invested in our community and committed to paying forward our success. If you take pride in your work, strive for mastery, and are ready to elevate your career, Oakview is the place for you. Mission of the

Personal Lines Account Manager:

To serve the customer base so extraordinarily that clients tell their friends and family about our agency. You will be servicing the current personal lines book of business and quoting new business opportunities that may arise from your established client base. You will build rapport and provide excellent communication with clients, teammates, and carrier partners. This position is ideally in office, but a fully remote option is available for the right person.

Principal Responsibilities:

Assist in keeping our excellent service by promptly responding to client inquiries and addressing their insurance needs. Helping producers to quote and issue new and renewal business. Identify cross-selling and account-rounding opportunities to help clients consolidate their insurance policies within the agency. Thoroughly understand and follow all underwriting requirements & rating plans. Maintain and log individual client transactions in our agency management system. Proactively review client policies at renewal to assess coverage needs, recommend appropriate changes, and re-market policies when necessary. Assist and educate current clients in finding opportunities to better protect their assets. Work side by side with teammates to create and maintain client relationships. Maintain knowledge of all products offered through designations, continuing education, and carrier training. Keep management informed of account status and any potential issues with an account. Assist in training other team members as needed. Participate in agency events and community service a few times a year. Who You Need to

Be:

Friendly and positive, with a genuine desire to help clients. You are ready to be a team player and will thrive in a collaborative environment. You can analyze a situation, identify issues, and solve them with minimum input from others. Determined and display a growth-oriented mindset. Able to meet deadlines without supervision. Strong attention to detail and organization skills. Strong verbal and written communication skills, including proper spelling and grammar. Technology should be your friend! We operate a paperless office and look for ways to offer employees and clients tech-friendly solutions. Have a desire to help those in their community through volunteer work.

Compensation:

Salary range is $51,000.00 - $62,000.00 Candidate experience can impact salary range. Compensation includes a base salary, individual and team bonuses, and commission potential. We provide PTO, paid holidays and a 401(K) match of pay. All training and designations are paid for by the agency.

Experience Requirements:

We prefer that you currently hold a property and casualty license. At least one year of insurance experience is preferred but not required.

Job Type:

Full-time Pay:

$51,000.00 - $62,000.00 per year

Benefits:

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

Experience:

insurance: 1 year (Required)

License/Certification:

Property & Casualty License (Required)

Work Location:

In person