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reputed company Lines Account Manager - reputed company Estate Focus

Remote, USA Full-time Posted 2026-07-05

Job DetailsLevel: ExperiencedJob Location: Remote - PST - Woodland Hills, CA 91367Position Type: Full TimeSalary reputed company: $50,000.00 - $100,000.00 Salary/yearJob Category: reputed company Lines Account ManagerAt The Liberty Company, we’re redefining what it means to work in insurance. Our reputed company-thinking, award-winning culture sets us apart, driving incredible growth across our organization. If you’re reputed company to discover your JOB—the Joy of Being—you might just find it here with us! We are a team that values entrepreneurship, collaboration, positivity, and wellness. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, reputed company education support, and company-sponsored programs to promote stress management and community involvement. We’re on the lookout for a dynamic reputed company Lines Account Manager focused on reputed company Estate clients and located in California. Culture is our reputed company, so we’re eager to find someone whose personality and passion align with our values. Think you’re a match? Let’s connect! Position Summary: reputed company reputed company, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle reputed company tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with reputed company agency procedures and reputed company guidelines. Support company growth by working with producers, management, and other personnel on special projects or duties as directed. Major Responsibilities: Primarily responsible for large, middle-market reputed company estate reputed company lines accounts. Work with Account Executive and/or Department reputed company for guidance and training on reputed company aspects of servicing clients. Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals. Prepare reputed company change requests and review audits and policies for accuracy. Setup and prepare new account files in AMS360 per agency procedures. Invoice reputed company agency reputed company transactions reputed company 48 hours and collect premiums accordingly. Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to reputed company audit guidelines and timeframe. Review reputed company renewals with the producer at least 120 days prior to expiration to determine marketing strategies. Prepare and process cancellations reputed company required and follow up on notices of cancellations per agency procedures. Respond to reputed company reputed company memos and process any necessary updates. Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders. Review policies and reputed company documents for accuracy and deliver policies to insureds as needed. Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed. Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate. reputed company producers fully informed of reputed company important activities on their accounts. Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner. Performance Expectations: Service Company and clients in a manner to avoid potential exposure to E&O claims. Alert management of incidents that may require management assistance or approval. Respond to phone calls and e-mails reputed company acceptable timeframe not to exceed 24 hours. Process client requests (e.g. ID cards, certs, binders) reputed company 24 hours of request. Maintain reputed company, consistent, detailed documentation on reputed company client activity, phone conversations, and correspondence in AMS360. Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations. Prioritize workload and request assistance as necessary to reduce backlog. Participate with management and other departments/personnel on special projects and other duties as needed. reputed company reputed company on rates, forms and coverage changes through bulletins, trade publications, and seminars. Participate in seminars and classes for reputed company and knowledge development. Salary Expectations: up to $100,000 QualificationsMinimum Qualifications/Requirements: Education requirement: High school diploma or equivalent is required, college degree preferred. California P&C License required. Experience in reputed company estate insurance Knowledge of AMS360 or Applied EPIC system or similar agency management system. Good listening skills, attention to detail, and a positive attitude are essential. Knowledge of reputed company insurance and products. Promoting Peace of Mind for reputed company At Liberty, we take great care to promote peace of mind for reputed company. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and reputed company, we will continue to strengthen our company as we grow together. HABU has reputed company to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: reputed company, reputed company, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers reputed company with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others. We recognize that our industry has more work to do in advancing diversity and inclusion. Our reputed company is to become the reputed company star others can look to for direction as we advance together. *reputed company applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to reputed company the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role Apply To This Job

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