Copy of Personal Lines Insurance Account Manager (exempt position)

Copy of Personal Lines Insurance Account Manager (exempt position) Panorama Insurance Associates - 3.0 Roseville, CA Job Details Full-time 5 hours ago Benefits Commuter assistance Health savings account AD&D insurance Paid holidays Disability insurance Dental insurance Flexible spending account Paid time off Employee assistance program 401(k) matching Qualifications Managing customer accounts Insurance agencies High school diploma or GED Property casualty insurance Productivity software Account management Full Job Description Panorama Insurance Associates is a fast-growing, innovative company committed to growth and providing opportunity for both employees and affiliates. The Personal Lines Insurance Account Manager will manage client accounts, build relationships, support business growth, promote insurance products, quote clients, and ensure accurate data entry—all while upholding our core values, and covering you from every angle .

Responsibilities:

Manage accounts, coordinate services, and maintain relationships with clients, agents, and carriers Act as primary contact, ensuring coverage and cost solutions align with client needs Negotiate coverage for new and renewal business, prepare and submit documents to carriers Present proposals, bind coverage, handle invoicing, endorsements, and cancellations Issue insurance certificates and maintain confidentiality Update accounts/policies in Agency Management System and manage suspense accounts Stay current on licensing, industry updates, and product knowledge Represent the company professionally and balance collaboration with autonomy Additional duties, as assigned

Qualifications:

5+ years Insurance Personal Lines Insurance Account Management experience High school diploma (or equivalent) required Computer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred)

Certificates, Licenses, Registrations:

Applicable state required Property & Casualty License CISR preferred High school department or equivalent required Bachelor's degree is preferred but not required

Personal Lines Insurance Account Manager Benefits:

Medical:

Offering a

HSA, PPO, EPO

with a base plan covered at 95% by the employer

Dental:

PPO plans with an option for no employee premium cost

Vision:

PPO plan with no employee cost

FSA Account:

Available for

Medical and Dependent Care HSA Account:

Panorama contributes $1000 annually to qualified accounts

Commuter Benefits:

Up to $600 per month contribution

Long-Term & Short-Term Disability:

At no cost to the employee

Life and AD&D:

At no cost to the employee and Voluntary Life is also available

Supplemental Plans:

Offering a Critical illness and

Hospital Indemnity Plan Identity Theft:

Provided at no cost for employee coverage

EAP:

At no cost to anyone in the household 401k: With a match of 100% up to 5% of your earnings

PTO/FTO:

Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue

PTO Paid Holidays:

12 paid holidays annually

Flexible Work Options:

Remote, hybrid and in-office options Professional Development, licensing/accreditation, and growth plans Panorama is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Panorama will take steps to ensure that people with disabilities are provided with reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position and/or to receive all other benefits and privileges of employment, please contact us.