Account Manager, Personal Lines

Join the Ori-gen Family of Companies Ori-gen is a Family of Companies dedicated to preserving legacies, fostering diversity, and strengthening communities. We proudly oversee multiple Property & Casualty and Employee Benefits Insurance Brokerages across California and Hawaii. Our mission is rooted in supporting Legacy, Minority-owned Agencies, ensuring they have a pathway to continue serving their communities for generations to come. Through strategic leadership, operational efficiencies, and a shared commitment to core values, we help agency teams thrive, keeping careers intact and client relationships strong.At Ori-gen, we believe in finding the right people for the right roles across our network of agencies. Every job opportunity posted is considered with flexibility"”matching talent with the best fit across our companies. If you're looking to be part of an organization that values heritage, inclusivity, and meaningful impact, we'd love to connect with you.Opportunities Available at: The J.Morey Company / Aihara & AssociatesJob Description:The Personal Lines Account Manager is responsible for maintaining and servicing a portfolio of personal insurance accounts. This role involves building and maintaining relationships with clients, ensuring their insurance needs are met, and providing excellent customer service. The Account Manager collaborates with internal teams, insurance carriers, and clients to optimize coverage and address any policy-related inquiries or concerns.Qualifications:·      College degree and/or 3+ years of direct insurance industry work experience preferred. ·      Insurance industry certifications (e.g., CISR, CIC) may be advantageous. ·      Strong knowledge of personal lines insurance products and regulations. ·      Excellent communication and interpersonal skills. ·      Detail-oriented with strong organizational and time management abilities. ·      Proficient in using insurance agency management systems and other relevant software. ·      Proficient in using Microsoft office programs such as outlook, word, excel and power point.Key Responsibilities:·      Client Relationship Management:  - Build and nurture strong relationships with clients to understand their insurance needs. - Serve as the main point of contact for clients, addressing inquiries, and providing guidance on insurance products and coverage.·      Policy Administration: - Process new policies, renewals, endorsements, and cancellations accurately and in a timely manner.- Ensure policy documentation is complete, accurate, and compliant with regulatory requirements.·      Coverage Analysis: - Review and analyze clients insurance needs to recommend appropriate coverage options.     - Collaborate with underwriters to secure the best coverage and pricing for clients. ·      Claims Assistance: - Assist clients with the claims process, providing guidance and facilitating communication between clientsand claims adjusters.      - Monitor and follow up on claims to ensure timely resolution. ·      Risk Management:      - Identify potential risks and provide risk management advice to clients.       - Conduct periodic reviews of clients insurance portfolios to ensure coverage remains adequate and up to date. ·      Market Research: - Stay informed about industry trends, regulations, and market conditions affecting personal lines insurance.     - Evaluate and recommend new insurance products to better meet client needs. ·      Cross-Selling and Upselling: - Identify opportunities for cross-selling and upselling additional insurance products to existing clients.·      Documentation and Record Keeping:      - Maintain accurate and organized client records in the agency management system.      - Generate reports and documentation for internal and external purposes. Required Licensing:·      Relevant Property & Casualty licenseBenefits: Our rich employee benefits portfolio includes a variety of health insurance coverages, including medical, dental, vision, life, short-term disability, long-term disability, critical illness, hospital indemnity, employee assistance program, long-term care, 401k with employer match, holidays, and paid time off. We believe in work-life balance and a culture of fun - work hard and play hard together. We also offer many meaningful opportunities throughout the year to volunteer and make a hands-on difference in our communities.

Created: 2025-03-06