Personal Lines Account Manager

iStaff Pros7 months ago
Oakland, CA, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Personal Lines Account Manager / Sales Associate

Location: Oakland, CA

Join our growing Farmers Insurance team in Oakland! We’re looking for a motivated Personal Lines Account Manager who enjoys building relationships, delivering excellent customer service, and helping clients find the right insurance solutions. This position offers a great balance of client service and sales, with opportunities to grow within the agency.

Key Responsibilities

  • Engage with new and existing clients to identify insurance needs and recommend coverage solutions
  • Make outbound follow-up calls and build long-term client relationships
  • Assist with policy changes, renewals, and billing questions
  • Maintain a high level of product knowledge across auto, home, and other personal lines products
  • Proactively reach sales and retention goals through consistent client contact and follow-up
  • Accurately document client interactions and maintain up-to-date records

The Ideal Candidate Will

  • Be confident, professional, and self-motivated
  • Have a sales-driven mindset with a passion for achieving goals
  • Communicate clearly and persuasively, both verbally and in writing
  • Bring energy, positivity, and persistence to every client interaction
  • Stay organized and manage multiple priorities effectively
  • Work well independently and as part of a supportive team
  • Have solid computer skills (Windows, Microsoft Office)
  • Bilingual in Spanish is preferred

Education:

Label: High school or equivalent (Required)

License:

Label: Active Property and Casualty insurance license (CA)

Benefits:

  • Label: Compensation: $50-65k
  • Label: New Business Commissions
  • Label: PTO, 401k, health insurance, vision, dental offered
  • Label: Holidays off
  • Label: Paid time off
  • Label: Licensing and Continuing Education reimbursement
  • Label: Paid product training
  • Label: Career advancement opportunities
  • Label: Employee Rewards and Discounts
  • And much, much more!

This is a Full-Time, permanent position!

Required Skills

Bilingual (Spanish)
Client Relationship Management
Organization
Communication
Customer Service
Sales
Policy Management
Microsoft Office