Private Client Services Position

While our Private Client Services team is based in San Francisco in the Outer Sunset District, we are interviewing candidates from across the U.S. for the position of Account Manager. This position can be either remote, in the office or a combination of both.

We are seeking a licensed team member with experience in personal property and casualty insurance working with clients that have policies through CHUBB, AIG, PURE, CINCINNATI, TRAVELERS, SAFECO and ENCOMPASS. If you do not have at least 5 years of experience with some or most of these insurers, please do not apply. You must have a strong working knowledge of excel, word and the quoting / processing functions of the websites for each carrier listed above. Attention to detail, follow through and a can-do attitude are critical to succeeding in this role. Successful candidates take great pride in completing tasks on time and love to exceed expectations. You follow through on your commitments in a timely manner, enjoy setting goals and achieving them!

Our clients are located across the U.S. and generally have multiple homes, autos, valuables, boats and other assets to protect. The Account Manager works directly with the Manager of the Service Team to process endorsements, construct renewal reviews, obtain pricing and underwriting approvals and handle administrative tasks such as claim assistance and billing reminders. You will work within a team of seven professionals that support each other and work cohesively for the benefit of our clients. We are very proud of retaining over 99% of our clients the last four consecutive years. Outstanding client service is the hallmark of CAL Insurance & Associates. Ideal candidates will have a proven track record in exceeding client expectations and a strong personal property & casualty background. If you love to learn something new every day, thrive in a team environment and meet the criteria above, we look forward to hearing from you.

Our firm is located on the L Taraval Muni Line at 33rd and Taraval. We also provide free parking, free employee benefits, a 401k match and a flexible work schedule. For the right candidate, we will consider a work from home arrangement.

Qualified candidates can send their resume to or you can apply on Indeed