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 most 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’re proud to deliver a better insurance experience rooted in integrity, education, and service. 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.
The 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 your current personal lines book of business and quoting new business opportunities that may arise from your established client base. You will build a rapport and provide excellent communication with clients, teammates, and carrier partners.
*This position is ideally in office or hybrid, 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 current 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