Copy of Personal Lines Insurance Account Manager (exempt position) in Roseville, California at Panorama Insurance Associates, Inc.

Panorama Insurance Associates is a fast-growing, innovative company committed to growth and providing opportunity for both employees and affiliates. The Personal Lines Insurance Account Manager will manage client accounts, build relationships, support business growth, promote insurance products, quote clients, and ensure accurate data entry—all while upholding our core values, and covering you from every angle.

Responsibilities:

• Manage accounts, coordinate services, and maintain relationships with clients, agents, and carriers

• Act as primary contact, ensuring coverage and cost solutions align with client needs

• Negotiate coverage for new and renewal business, prepare and submit documents to carriers

• Present proposals, bind coverage, handle invoicing, endorsements, and cancellations

• Issue insurance certificates and maintain confidentiality

• Update accounts/policies in Agency Management System and manage suspense accounts

• Stay current on licensing, industry updates, and product knowledge

• Represent the company professionally and balance collaboration with autonomy

• Additional duties, as assigned

Qualifications:

• 5+ years Insurance Personal Lines Insurance Account Management experience

• High school diploma (or equivalent) required

• Computer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred)

Certificates, Licenses, Registrations:

• Applicable state required Property & Casualty License

• CISR preferred

• High school department or equivalent required Bachelor’s degree is preferred but not required

Personal Lines Insurance Account Manager Benefits:

• Medical: Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer

• Dental: PPO plans with an option for no employee premium cost

• Vision: PPO plan with no employee cost

• FSA Account: Available for Medical and Dependent Care

• HSA Account: Panorama contributes $1000 annually to qualified accounts

• Commuter Benefits: Up to $600 per month contribution

• Long-Term & Short-Term Disability: At no cost to the employee

• Life and AD&D: At no cost to the employee and Voluntary Life is also available

• Supplemental Plans: Offering a Critical illness and Hospital Indemnity Plan

• Identity Theft: Provided at no cost for employee coverage

• EAP: At no cost to anyone in the household

• 401k: With a match of 100% up to 5% of your earnings

• PTO/FTO: Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO

• Paid Holidays: 12 paid holidays annually

• Flexible Work Options: Remote, hybrid and in-office options

• Professional Development, licensing/accreditation, and growth plans

Panorama is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Panorama will take steps to ensure that people with disabilities are provided with reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position and/or to receive all other benefits and privileges of employment, please contact us.