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 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.
- Occasionally meet with clients and discuss insurance needs off location.
- 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 $50,000.00 – $70,000.00
- Salary would be dependent on the candidate’s experience.
- 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 you hold a current property and casualty license. The ideal candidate would have at least 1 year or prior insurance experience.
To apply for this position, please send an email to info@oakviewins.com. Please include a cover letter, explaining why you feel you are a good fit for this position, your salary requirements, and your resume. Send the email with “Personal Lines Account Manager” in the subject line. We look forward to hearing from you!