Personal Lines Account Manager
Personal Lines Account Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Our client a smalltown insurance agency with a strong emphasis on worklife balance and a familyoriented atmosphere is seeking a Personal Lines Account Manager. They offer a range of benefits including employerpaid medical insurance a Simple IRA with a 3% match a Costco membership and paid community volunteer hours. This position offers the opportunity to independently manage a personal lines book of business while being part of a supportive team in a flexible work environment.
The ideal candidate will have experience in personal lines insurance particularly with carriers like Safeco Progressive and Travelers. The role can accommodate either a serviceonly focus or a combination of service and sales depending on the candidates strengths. While no outbound marketing or prospecting is required the position demands a commitment to highquality service and a retention rate of at least 90%. For the right candidate this role can be fully remote but is limited to residents of Oregon with a preference for those near La Pine OR.
Responsibilities
- Manage a personal lines book of business independently including:
- Setting prerenewal meetings and facilitating policy reviews.
- Quoting new business and remarketing accounts with carriers.
- Processing certificates endorsements and binding coverages.
- Handle policy changes and support the overall agency book of business.
- Work with carriers such as Safeco Progressive and Travelers.
- Maintain at least a 90% retention rate through excellent client service.
- Share workload in servicing the agencys accounts without direct producer alignment.
Qualifications
- 2 years of personal lines experience in an independent agency.
- Proficiency in managing accounts including prerenewal meetings policy reviews quoting remarketing and processing policy updates.
- Familiarity with AMS 360 system is preferred.
- Flexible approach with experience in either serviceonly or serviceandsales roles.
- Must reside in Oregon with a preference for candidates near La Pine OR. Remote work is an option for the right candidate.
This role is ideal for a dedicated personal lines insurance professional who values a closeknit team environment and is ready to bring their expertise to a clientfocused agency. If youre ready to thrive in a flexible and supportive workplace apply today!
Employment Type
Full Time
