What are the responsibilities and job description for the Personal Lines Account Manager position at CareerPaths NW?
Our client, a small-town insurance agency with a strong emphasis on work-life balance and a family-oriented atmosphere, is seeking a Personal Lines Account Manager . They offer a range of benefits, including employer-paid medical insurance, a Simple IRA with a 3% match, a Costco membership, and paid community volunteer hours. This position offers the opportunity to independently manage a personal lines book of business while being part of a supportive team in a flexible work environment.
The ideal candidate will have experience in personal lines insurance, particularly with carriers like Safeco, Progressive, and Travelers. The role can accommodate either a service-only focus or a combination of service and sales, depending on the candidate’s strengths. While no outbound marketing or prospecting is required, the position demands a commitment to high-quality service and a retention rate of at least 90%. For the right candidate, this role can be fully remote but is limited to residents of Oregon, with a preference for those near La Pine, OR.
Responsibilities
- Manage a personal lines book of business independently, including :
Setting pre-renewal meetings and facilitating policy reviews.
Qualifications
This role is ideal for a dedicated personal lines insurance professional who values a close-knit team environment and is ready to bring their expertise to a client-focused agency. If you’re ready to thrive in a flexible and supportive workplace, apply today!