Personal Lines Account Manager
Job Type
Full-time
Description

  

Do you want to work for a company that is ranked #2 for “Best Places to Work in Washington” in the small business category and has been named a Best Practices Agency by the IIABA for over 10 years? We look forward to your application. 


Position is part of the personal lines team  supporting existing personal lines clients with service and sales needs.  Position has daily interaction supporting and servicing a defined book of business, working with clients and carriers. Position has responsibility to effectively upsell and cross sell coverage options and additional lines of business  to meet the needs of clients. Work within team environment to ensure clients are well cared for. Position success relies on strong internal and external communication, strong computer skills and knowledge of partner carrier systems.


Our agency  focus is to care for our clients through education and consultation.


Our agency culture is one of developing a team of quality individuals who care for, respect and support one another,  while maintaining  a fun and positive environment,  and  providing an excellent work/life balance.

 

Position is primarily work from home with in office option available if needed. Preference given to candidates within 60 miles  of office but will consider all  candidates who are  Oregon or Washington residents. 


Responsibilities

  • Service and manage existing personal lines client book of business
  • Perform quality work within deadlines with or without direct supervision
  • Consult with insureds to round accounts and fill risk gaps
  • Use discretion and independent judgment in significant matters
  • Interact professionally with other employees, clients and partners
  • Work effectively as a team contributor on all assignments
  • Ability to effectively work in a remote or office environment
  • Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations
  • Strengthen and enhance agency relationship with our insurance company partners

Benefits

  • Competitive pay to include bonuses and incentives
  • Work in a cohesive, high-functioning, TEAM oriented environment
  • 10 Major holidays off, plus your birthday
  • Office closed for Employee Appreciation Days one Friday per month 
  • Medical, Dental and Vision for employee 100% paid starts the 1st of the month after date of hire
  • Unlimited responsible paid time off. Managed and scheduled with team manager to confirm team coverage and client satisfaction
  • First of the month after 60 days – 401k with match  – 100% vested immediately
  • Group life, short[-term disability and long-term disability benefits start 1st of the month after date of hire
  • Employee Assistance Plan (EAP)
  • Company culture of giving back to the community and encouraging volunteer involvement
  • Weekends and evenings off – work/life balance
  • Pet-friendly office
  • Continuing Education – pre-approved including CIC/ARM designation
Requirements
  • Washington Property and Casualty insurance license required
  •   Prior independent insurance agency  experience  servicing  personal lines accounts required
  •   Detail-oriented, organized and flexible
  •   Able to manage assigned customer base of 2300+ policies
  •   Experience working with insurer’s online rating and inquiry systems
  •   Working knowledge of Applied EPIC agency management system is a plus
  •   Strong MS office computer skills
  •   Highly motivated, able to work independently, and eager to take on new challenges.
  •   Strong technical background
  •   Excellent teamwork skills
  •   Strong work ethic, able to multi-task, complete work accurately, and meet deadlines.
  •   Able to accept and give constructive feedback to team members.
  •   Demonstrated ability to follow office standards and procedures
  •   Explain our products based on a true understanding of the clients' risk-management needs. Offer proactive solutions to fill gaps in coverage
  •   Excellent communication skills
  •   Ability to use discretion and exercise independent judgment
Salary Description
$63,000-$73,000 per year