What are the responsibilities and job description for the Personal Lines Account Manager position at WaFd Bank?
Min
USD $35,360.00/Yr.Max
USD $49,920.00/Yr.Job Summary
WaFd Bank is looking for a Personal Lines Account Manager for our Peoria, AZ office. This position is salaried with both benefits and bonuses after a probationary period. There are no sales quota or goals, however, the position will write new business as well as round out accounts with new lines of business that we currently do not write for existing clients. Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and clients.- Responsible for managing a Personal Lines book of business.
- Managing a Personal Lines book entails:
- Order changes to current policies.
- Order and review renewals for accuracy.
- Re-market policies, as agreed upon.
- Market new business with contracted carriers and brokerages
- Perform coverage reviews and counsel clients on recommended coverages.
- Generate proposals for new business and renewals
- Issue certificates and evidences.
- Report losses and follow-up with the client.
- Document electronic file completely and thoroughly.
- Utilize agency's latest technology to perform tasks.
- Invoice policies when necessary.
- Review and process endorsements, changes and address client concerns.
- Other duties assigned.
Qualifications
- Experience in all aspects of servicing commercial accounts (billing, endorsements, certificates, etc.) as well as marketing both new business and renewals.
- Three years of Commercial Insurance experience in both sales and servicing of commercial accounts.
- P&C Insurance License preferred, but not required.
Benefits
At WaFd Bank you get all of these great benefits!
- Paid time off for vacation, sick days and holidays
- Health insurance
- Stock options
- Bonus programs
- Generous 7% 401(k) employer matching*
- Paid Parental Leave
- Life and AD&D insurance
- Long-term disability
- Tuition Reimbursement
- Employee assistance programs
- Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
Pay Transparency Nondiscrimination Provision - click here for more information
CCPA Notice at Collection for CA Employees and Applicants
Requisition Post Information* : Posted Date
2/13/2025Salary : $35,360 - $49,920
