Personal Lines Account Manager

Reposted 3 Days Ago
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Walnut Creek, CA, USA
In-Office
Senior level
Insurance
At DHW our mission is to help simplify your insurance needs through: Dedication. Heart. Wisdom.
The Role
Manage personal lines accounts while providing exceptional service, handling policy servicing, and building long-term client relationships in a remote environment.
Summary Generated by Built In
🚀 Join Our Growing Team as a Personal Lines Account Manager! 🌟
At DHW Insurance Brokers, we’re more than just an insurance agency—we’re a team driven by Dedication, Heart, and Wisdom. We believe great client service starts with empowered employees. As we continue to grow, we’re looking for a Personal Lines Account Manager who enjoys ownership, collaboration, and delivering exceptional service to clients.
The Role:
As a Personal Lines Account Manager, you’ll be a trusted advisor to our clients, managing day-to-day service needs while building long-term relationships. This role is ideal for someone who is detail-oriented, proactive, and genuinely enjoys helping people protect what matters most.
What You’ll Do:
  • Manage a book of personal lines clients (home, auto, umbrella, etc.)
  • Handle policy servicing including endorsements, renewals, certificates, and billing inquiries
  • Communicate with carriers to market, quote, and bind coverage
  • Provide clear, timely, and professional client support via phone and email
  • Identify coverage gaps and cross-sell opportunities in a consultative manner
  • Maintain accurate documentation and follow agency workflows
  • Collaborate closely with producers and internal team members
What You Bring:
  • Active CA Property & Casualty insurance license (required)
  • 5+ years of Personal Lines account management
  • Strong organizational and time-management skills
  • Excellent written and verbal communication
  • Comfort working independently in a remote environment
  • Client-first mindset with attention to detail
  • Experience with AMS360 a plus
Why Join DHW:
  • Fully remote role with flexibility and trust
  • Supportive, close-knit team culture
  • Ownership over your work and client relationships
  • Competitive compensation based on experience
  • Opportunity to grow with a stable, independent agency
Join a company where your skills and contributions make a real impact! Ready to take the next step in your career? Apply now—we can’t wait to meet you!
Learn more: www.DHW-ins.com
DHW Insurance Brokers is an Equal Opportunity Employer.
 

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The Company
HQ: Walnut Creek, California
26 Employees
Year Founded: 1960

What We Do

At DHW, you’ll immediately experience why we’re different. It’s our Dedication, Heart and Wisdom that we bring to every client relationship. We’re your partners in protection, prevention and risk management. In fact, we’re the last insurance brokerage you’ll ever need. We value our relationship with you above all else. In an age where online automation is replacing human interaction, especially in the insurance industry, we’re different because we earn your trust through our highly personalized, hands-on, consultative approach.

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