We are seeking a detail-oriented and customer-focused Personal Lines Insurance Retention Account Manager to join our growing team. In this role, you will manage an existing book of personal lines clients with a strong emphasis on policy renewals, client retention, and relationship building. Your ability to deliver exceptional service and ensure clients have the right coverage will be key to your success.

Key Responsibilities:

Proactively manage and service an assigned book of personal lines insurance clients.

Monitor policy renewals, initiate client outreach, and review coverage to ensure continued satisfaction.

Develop and implement retention strategies to reduce cancellations and enhance client loyalty.

Conduct policy reviews, identifying opportunities for coverage updates, cross-sells, and up-sells.

Respond quickly and professionally to client inquiries regarding policies, billing, and claims.

Partner with carriers to negotiate renewals, process endorsements, and resolve underwriting issues.

Maintain accurate client records in the agency management system.

Educate clients on insurance products, coverage options, and policy details to support informed decisions.

Collaborate with team members to deliver a seamless, high-quality client experience.

Qualifications:

Bachelor’s degree (BA) preferred; or five years of related experience/training; or equivalent combination of education and experience.

Proficiency with Microsoft Office Suite.

Strong communication, problem-solving, and client relationship skills.

Ability to handle sensitive issues with professionalism and discretion.

Why Join Us?
This is an excellent opportunity to play a key role in strengthening client relationships within a supportive, team-oriented environment. We offer competitive compensation, comprehensive benefits, and opportunities for career growth.

Equal Opportunity Employer / Disabled / Protected Veterans

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https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.