Personal Lines Account Manager

Job Opening: Personal Lines Account Manager

Our client, a well-established organization offering a wide range of insurance services including commercial, personal, and employee benefits lines, is seeking a dedicated and experienced Personal Lines Account Manager. This is a pivotal role within the company, responsible for managing accounts, cross-selling, up-selling, and providing top-notch customer service. The company offers employer-paid medical, dental, vision, and 401k benefits.

Responsibilities:

• Manage personal lines accounts, including cross-selling and up-selling.
• Provide excellent customer service, conduct renewal audits, and market carriers for competitive quotes.
• Process certificates and endorsements, issue ID cards, obtain signatures, and bind policies.
• May assist with claims processing.
• Work in a blended environment of in-office and remote work. (Note: This role does not offer fully remote work).
• Service clients exclusively, no sales involved.
• Service Standard and Preferred line clients with carriers such as Safeco, Mutual of Enumclaw, Progressive, Liberty Mutual, and sometimes Nationwide Private Client.

Qualifications:

• Minimum 7 years experience as a Personal Lines Account Manager.
• Experience in customer service, renewal audits, market carriers for competitive quotes, processing certificates and endorsements, issuing ID cards, obtaining signatures, binding policies, and possibly assisting with claims.
• Experience from an independent agency as a Personal Lines Account Manager.
• No captive agents, carrier reps, or life insurance producers.
• Familiarity with carriers such as Safeco, Mutual of Enumclaw, Progressive, and Liberty Mutual.
• Ability to report to Tacoma for onboarding/training for the first 90 days. After that, work will be a blend of in-office and remote.

Apply Today!

If you meet these qualifications and are looking for your next challenging career move with a dynamic company, we encourage you to apply today. We look forward to receiving your application.