Personal Lines Account Manager | $45K-$65K DOE



Portland, OR / Hybrid

Our client’s company is a prestigious provider of insurance services, specializing in Commercial, Group Benefits, and Personal Lines Insurance. With a commitment to delivering exceptional service and comprehensive coverage, they are now seeking a highly skilled Personal Lines Account Manager.

This pivotal role offers the perfect blend of in-office and remote work, designed for a professional dedicated to servicing existing customer requests and supporting the Producer with new business quotations. As an Account Manager, you’ll play a crucial role in maintaining high-quality coverage for clients, prequalifying prospects, and managing a wide range of insurance-related tasks with efficiency and expertise.

Job Responsibilities
  • Service existing customer requests efficiently and assist the Producer with quoting new business.
  • Analyze prospects’ coverage needs, review current coverages, and recommend coverage and market changes as necessary.
  • Prepare rating quotes and proposals to sell new accounts, and recommend excess and surplus coverages.
  • Educate clients about coverage limitations and document them in the system.
  • Complete carrier applications and ensure they are signed by the insured.
  • Inform clients of policy changes, exclusions of coverage, and additional insurance coverage needs.
  • Handle direct billed payments and respond to billing inquiries.
  • Assist clients in submitting first reports of claims and maintain orderly electronic files and information, adhering to agency standards.
  • Perform other miscellaneous duties as assigned by agency management.
  • Proficiency in MS Word, Excel, and Outlook.
  • Must be local within the Portland area for meetings.
  • Licensed in P&C, Life & Disability in Oregon (OR).
  • A minimum of 5 years of experience in Personal Lines.
  • Demonstrates stability in career history; no job hoppers.
  • Open to a blended/hybrid work arrangement; no fully remote candidates.

This role represents a unique opportunity for an experienced and dedicated Personal Lines Account Manager to join a company that values professionalism, quality service, and comprehensive insurance solutions. Our client’s firm is committed to fostering a supportive environment where you can grow your career and make a significant impact.

If you meet the qualifications and are passionate about providing high-quality insurance services, we encourage you to apply and take the first step towards joining a distinguished team that is committed to excellence.

Interested in this position?

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You may also send your resume to or call us at 425-968-9000.


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