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Personal Lines Account Manager

Full-time

Careerpaths Nw

Job Position: Personal Lines Account Manager

Our reputable client operates in the insurance sector offering a range of Personal, Commercial and Group Benefits lines of insurance. The company strongly believes in employee welfare and offers Employer Paid Medical, Dental, Vision and 401k Benefits. They are currently seeking a Personal Lines Account Manager to join their dynamic team. This role plays a vital part in maintaining and growing the company's book of business.

Responsibilities:

  • Regular reporting to the Wenatchee office, with potential for hybrid work (3-4 days in office, 1-2 days remote).
  • Cross-selling commercial & personal lines business.
  • Expanding the business from inbound leads, inbound calls, referrals and cross-sells from other departments – there's NO cold calling OR prospecting in this role.
  • Writing and managing existing personal lines business, facilitating policy reviews and making policy changes with clients.
  • Re-marketing accounts (negotiating with carriers), processing endorsements & certificates, issuing ID cards, providing daily customer service & claims assistance and binding coverages.
  • Servicing and writing mostly Standard & Preferred personal lines.

Qualifications:

  • Ability to report daily to the Wenatchee office with potential for hybrid work for suitable candidates.
  • Minimum of 2 years experience in a similar role.
  • Experience working with an independent agency (No Captive Agencies or Direct Writers such as State Farm, Allstate or Farmers Insurance).
  • Experience in writing and managing existing personal lines business, facilitating policy reviews and making policy changes with clients, re-marketing accounts, processing endorsements & certificates, issuing ID cards, providing daily customer service & claims assistance and binding coverages.
  • Familiarity with Standard & Preferred personal lines, such as Safeco, Progressive, Nationwide, Kemper (Preferred), Mutual of Enumclaw.

If you meet the above qualifications and are ready to join a dynamic team in a vibrant and rewarding workplace, apply today!

Vacancy posted 10 hours ago
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