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Account Manager, Personal Lines
The J. Morey Company - an Ori-gen Family Company
Salary Range: Final compensation will be determined based on experience, licensing, technical expertise, book complexity, and overall qualifications.
Reports To: Personal Lines Manager
Build a Career with Purpose
At the J. Morey Company, we believe insurance is about more than policies and premiums- it's about protecting individuals, families, and the communities we serve.
As part of the Ori-gen family of companies, we are proud to carry forward a legacy built over 45 years of trusted relationships, service, and community impact. Our mission is simple:
Remember where you came from...and create a new future for the generations that follow.
We are looking for professionals who take pride in helping others, delivering exceptional service, and building meaningful relationships. If you're looking to grow your career with an organization that values integrity, collaboration, and community involvement, we'd love to hear from you.
Position Overview
The Personal Lines Account Manager is responsible for managing and servicing an assigned book of personal insurance clients while supporting the retention growth of agency relationships. This role works closely with clients, insurance carriers, and internal teammates to provide proactive service, coordinate renewals, review coverage needs and deliver insurance solutions that align with clients' evolving needs.
The ideal candidate is detailed oriented, technically proficient, responsive, and committed to delivering an exceptional client experience. Most importantly, you are a relationship builder who enjoys helping individuals and families protect what matters. most
What You'll Do
Client Service & Account Management

• Serve as the primary day-to-day contact for assigned personal insurance clients.

• Build andmaintainstrong client relationships through proactive communication and exceptional service.

• Advise clientsregardingpolicy changes, coverage options, endorsements, billing questions, and insurance solutions.

• Processpolicy changes, endorsements, cancellations, evidence of insurance, and other servicing requests.

• Respond promptly to client inquiries via phone, email, and other communication channels.

• Assistclients with claims reporting and coordinate with carriers to support the claims process.

• Maintain complete andaccurateclient records within the agency management system.
  

Renewals & Account Retention

• Manage the renewal process for assigned accounts.

• Review renewal policies for accuracy, coverage adequacy, and client needs.

• Present renewal options and discuss coverage recommendations with clients.

• Identifycross-sell and account rounding opportunities whenappropriate.

• Coordinate with carriers to secure competitive solutions andmaintainstrong retention levels.

• Ensure all renewals are completed accurately and within agency timelines.

New Business Support

• Assistwith quoting and placement of new personallinesaccounts.

• Gather underwriting information and prepare carrier submissions.

• Prepare proposals and coverage comparisons for clients.

• Obtain signatures,requireddocumentation, and completed applications.

• Support Producers and referral partners in deliveringa seamlessclient experience.

Coverage Analysis & Compliance

• Review client insurance programs toidentifypotential gaps in coverage.

• Educate clientsregardingavailablecoveragesand policy enhancements.

• Maintain compliance with agency procedures, carrier requirements, and industry regulations.

• Ensure all client files and communications are documented accurately and thoroughly.

What We're Looking For

Qualifications

• Active California Property & Casualty Licenserequired.

• Minimum 3 years of Personal Lines insurance experience.

• Experience managing a Personal Lines book of business.

• Strong understanding of personal insurancecoveragesincluding Homeowners, Auto, Umbrella, Renters, Condominium, and Recreational Vehicle policies.

• Experience working directly with insurance carriers and clients.

• Excellent verbal and written communication skills.

• Strong customer service and relationship management abilities.

• Strong organizational skills and attention to detail.

• Ability to manage multiple priorities in a fast-paced environment.

• Proficiencywith Microsoft Office and agency management systems.

Preferred Qualifications

• Experience with high-net-worth or affluent personallinesclients.

• Experience marketing personallinesaccounts with multiple carriers.

• Knowledge ofcarrierunderwriting guidelines and personallinesrating.

• Experience with Applied Epic or similar agency management systems.

• Bilingual abilities are a plus.
  

Why Join The J. Morey Company?

Comprehensive Portfolio of Benefits

• Medical, PPO, HMO & HSA options, Dental, Vision, Life, Disability, Critical Illness

• Voluntary Benefits, FSA Accounts, and more

• 401(k) with Company Match

• Paid Time Off

• Paid Volunteer Philanthropic Time Off

• Paid Holidays

• Professional Development and Continuing Education Support

• Licensing Renewal Assistance

Meaningful Work

• Join an organization with more than 45 years of history and community impact.

• Help individuals and families protect what matters most.

• Be part of a growing company that values collaboration, service excellence, and giving back.

• Build long-term relationships with clients who value trusted advisors.

• Build a rewarding career with opportunities for growth and advancement.

• Join a culture that places Family & Having Fun within our Core Values.

Apply Today

Ifyou'relooking for an opportunity where yourexpertiseis valued, your client relationships matter, and your work helps protect individuals and families while contributing to our Ori-gen legacy,we'dlove to hear from you.

To apply or learn more, please contact:

Terri Seki
Chief People Officer
tseki@ori-gen.com