Live opening · Posted 3 days ago

Senior Personal Lines Account Manager / Renewal Specialist

Direct Quote Insurance Services · California, United States (Remote)
Linkedin Yes
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At a glance

The key details from the original listing.

Posted 3 days ago
CompanyDirect Quote Insurance Services
LocationCalifornia, United States (Remote)
Work modeYes
SourceLinkedin
Listed3 days ago

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About the role

Description supplied by the original job listing.

Senior Personal Lines Account Manager / Renewal Specialist
At Direct Quote Insurance, we are building a growing team of people who care about doing the job the right way. We represent multiple top-rated insurance carriers and focus on giving clients clear guidance, responsive service, and long-term support they can count on.
We are not looking for a traditional account manager who simply processes routine service requests. We are looking for an experienced Senior Personal Lines Account Manager / Renewal Specialist who can confidently manage complex situations, review and reshop accounts, improve retention, and help clients navigate difficult renewal decisions.
The ideal candidate is detail-oriented, highly organized, comfortable working with multiple carriers, and capable of independently resolving challenging coverage, underwriting, pricing, and policy-related issues.
This is a remote position.
Key Responsibilities
Manage complex personal lines accounts and challenging client situations
Review upcoming renewals for coverage, pricing, and potential retention concerns
Proactively reshop portfolio accounts when needed to help clients maintain competitive coverage and pricing voo
Develop solutions for clients facing significant rate increases, non-renewals, underwriting concerns, or changes in eligibilityblock
Present renewal and replacement options clearly and help clients make informed coverage decisions
Process policy changes, endorsements, renewals, and reinstatements
Assist clients with coverage questions, billing inquiries, claims support, and payments ballot
Conduct non-payment calls and assist with reinstatement when applicable
Work with multiple carriers to determine the best available coverage and rates
Maintain accurate and thorough records in our agency management system/incidents
Collaborate with team members to ensure clients are handled properly and professionally
Perform other senior-level account management and renewal duties as needed in a fast-paced insurance environment
Preferred Skills
Extensive personal lines account management and renewal experience
Experience handling complex accounts, remarketing policies, and retaining clients
Strong knowledge of personal lines coverage, underwriting guidelines, and carrier requirementsnub
Experience with major carriers such as Mercury, Hartford, Travelers, Nationwide, Safeco, or Progressive is a plus
Familiarity with PL Rating, AgencyZoom, or similar platforms is preferred but not required
Strong communication, negotiation, and problem-solving skills
High attention to detail and excellent organizational abilities
Ability to manage multiple priorities and deadlines independently
Positive, client-focused attitude with a team-oriented mindset
Qualifications
Significant prior personal lines insurance experience is requiredilho
Experience with renewals, account reshopping, and retention is required
A valid Property & Casualty license is required
Compensation & Benefits
Competitive base salary: $65,000–$100,000+ annually, commensurate with experience
Paid time off and holidays
Continuing education and professional development support
Why Join Direct Quote Insurance?
This is an opportunity to join a growing insurance agency without the overly corporate feel. We value clear communication, accountability, good service, and people who genuinely care about helping clients.
If you are an experienced personal lines professional who can manage complex accounts, solve difficult problems, and play a meaningful role in client retention, we would like to hear from you.
Job Type: Full-time
Experience:
Personal Lines Insurance : 5 years (Required)
Independent Agency Personal Lines : 5 years (Required)
Mercury, Travelers, Safeco: 5 years (Required)

Work arrangement
Yes

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