Personal Lines Account Manager Job at DHW Insurance Brokers, Walnut Creek, CA

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  • DHW Insurance Brokers
  • Walnut Creek, CA

Job Description

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:

DHW Insurance Brokers is an Equal Opportunity Employer.

 

Job Tags

Full time, Remote work

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