Personal Lines Account Manager

Job Description

Job Description

Join One of Northern California's Largest and Busiest Farmers Insurance Agencies

George Mauricio Agency is an established, high-performing Farmers Insurance agency with a long history of serving customers throughout the Central Valley. We are one of the largest and busiest Farmers Insurance agencies in Northern California, and we are continuing to grow.

We are looking for an experienced Personal Lines Account Manager to join our team. This is an excellent opportunity for an insurance professional who enjoys a fast-paced, high-volume environment, takes ownership of their work, and is committed to providing exceptional customer service.

Spanish/English bilingual ability is highly preferred.

Responsibilities

Manage and service an assigned book of personal lines customers

Handle policy changes, endorsements, billing questions, renewals, and service requests

Provide exceptional customer service by phone, email, and in person

Review policies and identify additional coverage needs

Assist with customer retention and account-rounding opportunities

Follow up on outstanding customer requests and ensure issues are resolved

Work closely with producers, account managers, and other agency team members

Maintain accurate customer records and documentation

Work efficiently across multiple agency and carrier systems

Build and maintain strong, long-term customer relationships

Requirements

Active California P&C or Personal Lines license required

Insurance industry experience required

Personal lines experience strongly preferred

Spanish/English bilingual strongly preferred

Excellent communication and customer-service skills

Strong computer proficiency and ability to learn new systems

Highly organized and detail-oriented

Ability to manage multiple priorities in a fast-paced environment

Ability to work independently with minimal supervision

Strong team player who works well with others

Strong typing skills — 40+ WPM preferred

Professional, dependable, and positive attitude

Benefits

• Health Insurance
• Paid Time Off (PTO)
• Mon-Fri Schedule
• Retirement Plan