Property & Casualty Insurance Account Manager

Personal Lines Insurance AdvisorPosition Overview

We are seeking an experienced Personal Lines Insurance Advisor to manage and grow a book of personal insurance clients. The ideal candidate will have experience in personal insurance, strong relationship-building skills, and a client-first approach.

This role is ideal for someone who enjoys educating clients, understanding their insurance needs, and providing personalized coverage recommendations rather than taking a transactional sales approach.

Key Responsibilities

• Manage and grow a portfolio of personal insurance clients.

• Consult with clients regarding home, auto, umbrella, and life insurance needs.

• Assess client risks and recommend appropriate coverage options.

• Build and maintain strong, long-term client relationships.

• Proactively communicate with clients regarding renewals, policy changes, and life events.

• Assist clients with policy updates, renewals, and other insurance service needs.

• Provide clear explanations of coverage options and help clients make informed decisions.

• Maintain accurate client records and follow up consistently on outstanding items.

• Work with multiple insurance carriers to identify suitable coverage options.

Qualifications

• Previous experience in personal lines insurance or a similar insurance role.

• Active Property & Casualty (P&C) License required.

• Strong communication and interpersonal skills.

• Excellent relationship-building and customer service abilities.

• Strong organizational skills and attention to detail.

• Consistent follow-up and time-management skills.

• Ability to analyze client needs and recommend appropriate insurance solutions.

• Professional, ethical, and client-focused approach.

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.