Office Manager / Personal Lines Account Manager | $50K-$70K

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Location:

Port Townsend, WA

A leading provider of commercial, agricultural, and personal lines of insurance is seeking a dedicated and experienced Personal Lines Account Manager / Office Manager for their satellite office in Port Townsend.

This dual role involves managing a book of personal lines business while also overseeing office operations. The ideal candidate will be adept at cross-selling, managing referrals, and providing exceptional customer service.

Job Responsibilities
  • Manage the entire renewal process for each personal lines account from start to finish.
  • Handle all cross-selling and up-selling opportunities, taking referrals, and writing new business.
  • Negotiate with carriers, process certificates and endorsements, issue ID cards, and bind policies.
  • Oversee office management duties, including opening and closing the office.
  • Maintain a professional, in-office presence Monday through Friday, 8 am to 5 pm.
  • Ensure excellent customer service for walk-in clients and maintain relationships driven referral business.
  • Meet goals of selling 10-15 policies a month without a strict quota.
  • Collaborate with the Edmonds office for commercial lines support when needed.
Qualifications
  • Extensive experience as a Personal Lines Account Manager, including full management of the renewal process.
  • Strong background in office management, with the ability to open and close the office.
  • Familiarity with carriers such as Mutual of Enumclaw, Progressive, Nationwide, Safeco, Cincinnati, American Modern, Grange, etc.
  • Experience with high-risk companies like Dairyland, Kemper, Foremost insurance is acceptable but not preferred.
  • Excellent negotiation skills and the ability to process various insurance documents efficiently.
  • Proven track record of relationship-driven sales with no requirement for cold calling.
  • Strong organizational skills and attention to detail.
  • Captive agents with relevant office management experience are encouraged to apply.

If you are an experienced account manager with a knack for office management and a deep understanding of personal lines insurance, we encourage you to apply. Join a supportive team in a key role where you can make a significant impact.

Interested in this position?

To apply, submit your application below to be considered for this and other jobs relevant to your experience.

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

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