Personal Lines Account Manager

CareerPaths NW

  • Tacoma, WA
  • Permanent
  • Full-time
  • 20 hours ago
  • Apply easily
Job Opening: Personal Lines Account ManagerOur 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.

CareerPaths NW