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DATE ADDED: Thu 11/10/2018

Insurance - Personal Lines Account Manager

Mission Viejo, USA


Job Description

California Southwestern Insurance Agency has been protecting families from the unexpected for over 45 years. We are seeking an energetic full-time Personal Lines Account Manager/CSR with 1 or more years experience, servicing and writing all types of personal lines insurance, including auto, home, dwelling fire, motorcycle, boat, earthquake, and umbrella coverage.

Primary Responsibilities and Duties:

  • Provide comprehensive, courteous and professional customer service to our clients
  • Process customer policy requests and payments in a timely manner
  • Help customers and producers with quoting and account renewal
  • Record all customer correspondence and policy activity in management system
  • Develop cross sell opportunities
  • Quote and sell new call-in or web generated leads for all types of personal lines insurance


  • Minimum 1 years of experience as a Personal Lines Account Manager/Producer
  • Active California Property & Casualty or Personal Lines Broker-Agent Insurance License
  • Must be professional in appearance, attitude, and a strong career minded individual.
  • Self-Organized, Eager and Outgoing individual.
  • Must be computer literate and have a working knowledge of Mercury Insurance Programs.
  • Experience with AMS management system and FSC a Plus.
  • Mercury Insurance Experience a Big Plus
  • Excellent phone and writing skills
  • Job Type: Full-time
  • Salary Based Upon Experience + Commission + Benefits

Company Description
California Southwestern Insurance Agency is a full-service insurance agency that has been protecting families and business owners since 1972. Over the years, California Southwestern Insurance Agency has become one of the leading insurers in the Manufactured Housing Industry. CSIA currently handles the insurance for more than 1,000 mobile home parks and more than 10,000 individual mobile homes.

Although highly focused on the Manufactured Housing Industry, CSIA also puts a great deal of effort and time into insurance coverage for a wide range of businesses and individuals. From small start up janitorial businesses to large general contractors. From new families just purchasing their first home to established families looking to adequately protect their estate.

Role: Insurance - Personal Lines Account Manager
Job Type:
Location: Mission Viejo,

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