Location
California
Job Type
Permanent
Posted
July 02, 2026
Job Description
About the Position: A Personal Lines Account Manager (CSR) is responsible for servicing the insurance needs of our Personal Lines Clients. In performing these duties, the CSR is expected to meet the agency's defined standards for client service, professionalism, ethics, and work attitude. Applied EPIC Management Software is utilized. The position reports to the Personal Lines Manager (PLM). Main Personal carriers are Chubb, Safeco, Mercury, Travelers and E&S carriers About You: You have superior critical thinking skills and a high level of intelligence. You view the world optimistically and get along well with colleagues. You are comfortable juggling multiple tasks and can move seamlessly from project to project. A P&C license is required. Most importantly, we are looking for someone who can grow with us and work as a critical team member in perpetuating our agency as we fully move into our 96th year in business.
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