Location:
Lynnwood, WA
Our client, a renowned provider of Commercial, Group Benefits, and Personal Lines Insurance, is actively seeking a dedicated Personal Lines Account Manager to join their dynamic team.
As a Personal Lines Account Manager, you will be primarily focused on servicing existing customer requests and assisting the Producer in quoting new business. This position is ideal for those who have a knack for client service, with the opportunity to sell without the pressure of a sales quota.
Job Responsibilities
- Service existing customer requests efficiently and professionally.
- Assist the Producer in quoting and securing new business.
- Prequalify and analyze prospects’ coverage needs, review current coverages, and recommend changes in coverage and markets.
- Prepare rating quotes and proposals to sell new accounts.
- Educate clients about coverage limitations and document them in the system.
- Complete carrier applications and obtain insured signatures.
- Handle direct billed payments and address billing questions.
- Assist clients in submitting first reports of claims.
- Maintain orderly electronic files and information, adhering to agency standards.
- Perform other miscellaneous duties as assigned by agency management.
Qualifications
- WA Licensed in Property and Casualty Insurance.
- Minimum of 3 years of Personal Lines Insurance experience with an independent agency.
- Technology-literate and open to learning new technology systems implemented within the company.
- Exceptional team player.
- Must reside close enough to report daily to Lynnwood, WA.
Joining our client’s team means becoming part of a respected insurance agency that values high-quality service and team collaboration. Familiarity with direct appointment carriers such as SAFECO, TRAVELLERS, and CHUBB will be a distinct advantage.
If you are a proactive, service-oriented professional with a strong background in Personal Lines Insurance and looking for a role that balances in-office engagement with the flexibility of remote work, we encourage you to apply for this exciting opportunity.