Personal Lines Account Manager – – $60K + DOE

Location: Portland, OR

This locally owned, high performance insurance brokerage is looking to add a Personal Lines Account Manager to their team. After developing a strong reputation in the area of Commercial insurance and health benefits, they are looking to expand into Personal Lines, with a focus on High Net Worth.  This officer has a wonderful location, utilizes modern technologies to improve work efficiency and offers perks such as a fully paid Medical, Dental and Vision plan. They are currently growing like crazy and are looking to add someone with experience immediately.

Job Responsibilities

  • Recommends coverage’s and prepares rating quotes and proposals to sell new accounts.
  • Pre-qualifies and analyzes prospects’ coverage needs.
  • Completes applications for insurance and has insured sign them. Submits to eligible and appropriate carries, and follows up to ensure timely receipt of policies or quotations.
  • Processes renewals and re-markets, as needed.
  • Assists clients with making coverage changes and completes all service requests

for clients.


  • 5 years’ experience with an independent insurance agency.
  • 5 years’ experience in a property & casualty insurance servicing role.
  • Current Oregon P & C License



Benefits Account Manager – $75,000 to 95,000 + Bonuses + Benefits

Location: Portland


Have you ever felt like a number at your employer? Maybe lost in the corporate nonsense of larger brokers? This could be just what you needed to revive, or create your career! Our client is a Regional Brokerage specializing in Group Benefits, Personal and Commercial lines of insurance. They are consistently one of the PNW’s best employers, and boast and attractive company culture, strong compensation and pattern of long term employee retention. There is lots of opportunity for growth, focusing on Account Management and Consulting with clients prior to renewals.

This role will manage the renewal process for a Self-Funded Block of Group Benefits business. Mostly groups from 50 to 1000 lives, their sweet spot between 150-250 lives. Candidates with independent broker experience are encouraged to apply. If you have experience consulting clients from fully to self-funded accounts, and enjoy client facing roles, this could be a good role for you.


Candidates seeking relocation’s are welcome, company will provide a relocation expense for the right person.


Job Responsibilities

  • Service and cross sell Group benefits, work with other departments to share opportunities
  • Review policies, perform account reviews, handle customer questions, billing, claims & coverage changes
  • Negotiate with carriers



  • Ideal candidate will experience in Group Benefits (Agency, TPA or Carrier)
  • Bachelor’s degree preferred, high school diploma or GED required
  • Excellent written and verbal communication skills
  • Good team building skills, collaborates and executes without supervision