Now Hiring - Schaub Insurance Agency, Inc. - Personal Lines Account Manager in San Marcos, CA

Full description of the position

Schaub Insurance Agency, Inc. is a woman-owned independent insurance agency. We have over two decades of industry experience working with business owners, individuals, and families. We will always put the customer first, and work to keep insurance simplified. We have been awarded the GOLD medal for North County's Best Insurance Company for 2024 , 2025, and just announced 2026. New this year, we won GOLD for "Best Commercial Insurance"! We are seeking a Licensed Personal Lines Account Manager who genuinely enjoys servicing existing clients and takes pride in keeping a book of business running smoothly. This position is ideal for those newer to insurance (2-4 years experience), and already licensed (please include your California property-casualty insurance (preferred), or personal lines license number when applying). Please do not apply if you are not licensed in California with one of the two licenses listed. This role is intentionally designed as a service-focused Account Manager position. Approximately 90% of the work involves servicing existing clients and managing renewals. There will be opportunities for inbound referrals and occasional cross-selling, but this is not a producer or sales-heavy role. If your long-term goal is outside sales or becoming a producer, this position is not the best fit. Please do not apply if you are looking for a sales only, or sales heavy position. Our ideal candidate

• Enjoys completing tasks and closing loops
• Can prioritize a busy workload and remain calm under pressure
• Likes checking items off a to-do list
• Enjoys account management and customer service
• Is dependable, steady, and organized
• Can work independently with minimal supervision

Responsibilities

• Service an existing Personal Lines book of business
• Review policies and endorsements for accuracy
• Handle renewal processing from start to finish
• Look for opportunities to upsell/cross-sell
• Support sales agents/new business opportunities when needed
• General clerical duties, and administrative tasks, as needed Preferred Skills and

Qualifications

• Enthusiastic about the role insurance plays in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated and efficient
• Attention to detail is critical
• Work independently and be resourceful
• Fast and efficient, while maintaining exceptional accuracy
• You are a service oriented person, looking to stay in a service oriented role
• Must be able to work in a fast paced environment and be able to multi-task
• Strong customer service mindset and background
• Excellent written communication skills
• Minimum of 1-2 years insurance industry work experience
• You'll work alongside an experienced support team that assists with administrative and processing functions so you can focus on licensed account management and client service.
• There may be opportunities over time to expand your insurance knowledge into Commercial Lines, but the primary focus of this position will remain Personal Lines service.
• Knowledge of QQ Catalyst, a plus
• Must have property-casualty insurance license - please do not apply if you are not licensed in property-casualty insurance (preferred), or personal lines only.
• Hourly pay plus agency bonus Contact us today! Pay: $50,000.00 - $60,000.00 per year

Benefits

:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home Application Question(s):
• Please return your property-casualty license from the CA Department of Insurance. It must be an active property-casualty license (not health or related, not personal lines). Applicants that do not return an active license will not move forward. License/Certification:
• California Property-Casualty License (Required) Work Location: Hybrid remote in San Marcos, CA 92078