We continue to win awards and achieve honors for our culture, our industry expertise, and our services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2023)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2023)
• Top 100 P&C Agencies (2023, 2024)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal) 2022

About the Role:

The Personal Lines Supervisor oversees daily operations to ensure customer satisfaction and support the retention and growth of the Personal Lines client base. This role involves supervising and developing staff, coordinating workloads, and fostering strong relationships with both internal teams and external partners.

How you will be Compensated:

• $37-$50 per hour depending on experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

Who You Are:

• You are a socially poised and motivated team builder
• You exhibit flexibility, enthusiasm, and a positive attitude under pressure
• You take great care when building collaborative relationships by listening, problem-solving, and using tact and diplomacy
• You thrive when proactively working with customers/clients and your team to resolve their issues and concerns
• You enjoy acting as a liaison to resolve complex issues

What You Will Do:

• Ensure timely, accurate interactions with clients, prospects, staff, and carriers to minimize errors
• Mentor, develop, and train team to enhance their professional development
• Resolve high-level customer issues and act as a liaison between sales and service teams
• Participate in meetings with insurance carrier representatives to stay informed and build relationships
• Manage staff performance through coaching, documentation, and collaboration with HR
• Manage data using office software (Applied EPIC), including spreadsheets and database

Qualifications:

• 4-year college degree or equivalent experience
• Proficient in Microsoft Office Suite
• Current CA insurance licenses required for Personal Lines
• 5 years’ experience in Personal Lines preferably with a multi-line insurance agency or brokerage operation
• Thorough understanding of the independent agency system
• Valid state driver’s license

Direct Reports:

• Personal Lines Account Managers and Assistant Account Managers