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.