Personal Lines Account Executive

Job title: Personal Lines Account Executive

Location: Los Angeles, CA (Hybrid)

Employment Type: Full-Time

Position Overview

We are seeking a Personal Lines Account Executive to manage and grow a book of individual and family clients. This role will focus on home, auto, life, and specialty insurance coverage, while providing exceptional client service and building long-term relationships.

Key Responsibilities

• Manage a book of personal lines clients as the primary point of contact.

• Handle policy questions, changes, renewals, and client requests.

• Conduct annual coverage reviews to ensure policies meet clients' current needs.

• Quote, bind, and process new personal lines business across home, auto, life, and specialty coverage.

• Process endorsements, cancellations, and renewals accurately and efficiently.

• Coordinate with insurance carriers regarding underwriting questions, coverage changes, and claims support.

• Explain insurance coverage and policy details clearly to clients.

• Identify appropriate cross-selling and account-rounding opportunities.

• Maintain accurate and up-to-date client records in the agency management system.

• Provide timely and professional follow-up to clients and carrier partners.

Qualifications

• Active California Property & Casualty (P&C) license required.

• 3+ years of personal lines account management experience within an agency or brokerage preferred.

• Experience with an agency management system such as EPIC, AMS360, or HawkSoft is a plus.

• Strong written and verbal communication skills.

• Excellent customer service and relationship-management abilities.

• Strong attention to detail and organizational skills.

• Ability to manage a high volume of renewals, endorsements, and client requests.

• Client-first mindset with strong follow-through.

• Experience with high-net-worth or complex personal lines, including coastal properties, fine art, and valuables, is a plus.

Benefits & Opportunity

• Hybrid work schedule.

• Relationship-focused book of business.

• Access to established carrier relationships and specialty markets.

• Opportunities for professional growth and career advancement.

• Collaborative and client-focused work environment.