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Personal Lines Account Manager
Compensation: $60K-$75K DOE
Location: Tacoma, WA
Our client, a well-established organization offering a wide range of insurance services including commercial, personal, and employee benefits lines, is seeking a dedicated and experienced Personal Lines Account Manager. This is a pivotal role within the company, responsible for managing accounts, cross-selling, up-selling, and providing top-notch customer service. The company offers employer-paid medical, dental, vision, and 401k benefits.
Personal Lines Account Manager Job Responsibilities
- Manage personal lines accounts, including cross-selling and up-selling.
- Provide excellent customer service, conduct renewal audits, and market carriers for competitive quotes.
- Process certificates and endorsements, issue ID cards, obtain signatures, and bind policies.
- May assist with claims processing.
- Work in a blended environment of in-office and remote work. (Note: This role does not offer fully remote work).
- Service clients exclusively, no sales involved.
- Service Standard and Preferred line clients with carriers such as Safeco, Mutual of Enumclaw, Progressive, Liberty Mutual, and sometimes Nationwide Private Client.
Qualifications
- Minimum 7 years experience as a Personal Lines Account Manager.
- Experience in customer service, renewal audits, market carriers for competitive quotes, processing certificates and endorsements, issuing ID cards, obtaining signatures, binding policies, and possibly assisting with claims.
- Experience from an independent agency as a Personal Lines Account Manager.
- No captive agents, carrier reps, or life insurance producers.
- Familiarity with carriers such as Safeco, Mutual of Enumclaw, Progressive, and Liberty Mutual.
- Ability to report to Tacoma for onboarding/training for the first 90 days. After that, work will be a blend of in-office and remote.
If you meet these qualifications and are looking for your next challenging career move with a dynamic company, we encourage you to apply today. We look forward to receiving your application.