What are the responsibilities and job description for the Personal lines account 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 candidates 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.
- Quoting new business and re-marketing accounts with carriers.
- Handle policy changes and support the overall agency book of business.
- Work with carriers such as Safeco, Progressive, and Travelers.
- Maintain at least a 90% retention rate through excellent client service.
- Share workload in servicing the agency's accounts without direct producer alignment.
Qualifications
- 2 years of personal lines experience in an independent agency.
- Proficiency in managing accounts, including pre-renewal meetings, policy reviews, quoting, re-marketing, and processing policy updates.
- Familiarity with AMS 360 system is preferred.
- Flexible approach, with experience in either service-only or service-and-sales roles.
- Must reside in Oregon, with a preference for candidates near La Pine, OR. Remote work is an option for the right candidate.
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 youre ready to thrive in a flexible and supportive workplace, apply today!
Last updated : 2024-11-15
