Personal Lines Account Manager

Job title: Personal Lines Account Manager

Company: CareerPaths NW, LLC

Job description: Our client, a renowned provider of Commercial, Group Benefits, and Personal Lines Insurance, is actively seeking a dedicated Personal Lines Account Manager to join their dynamic team.As a Personal Lines Account Manager, you will be primarily focused on servicing existing customer requests and assisting the Producer in quoting new business. This position is ideal for those who have a knack for client service, with the opportunity to sell without the pressure of a sales quota.Job Responsibilities

  • Service existing customer requests efficiently and professionally.
  • Assist the Producer in quoting and securing new business.
  • Prequalify and analyze prospects’ coverage needs, review current coverages, and recommend changes in coverage and markets.
  • Prepare rating quotes and proposals to sell new accounts.
  • Educate clients about coverage limitations and document them in the system.
  • Complete carrier applications and obtain insured signatures.
  • Handle direct billed payments and address billing questions.
  • Assist clients in submitting first reports of claims.
  • Maintain orderly electronic files and information, adhering to agency standards.
  • Perform other miscellaneous duties as assigned by agency management.


  • WA Licensed in Property and Casualty Insurance.
  • Minimum of 3 years of Personal Lines Insurance experience with an independent agency.
  • Technology-literate and open to learning new technology systems implemented within the company.
  • Exceptional team player.
  • Must reside close enough to report daily to Lynnwood, WA.

Joining our client’s team means becoming part of a respected insurance agency that values high-quality service and team collaboration. Familiarity with direct appointment carriers such as SAFECO, TRAVELLERS, and CHUBB will be a distinct advantage.If you are a proactive, service-oriented professional with a strong background in Personal Lines Insurance and looking for a role that balances in-office engagement with the flexibility of remote work, we encourage you to apply for this exciting opportunity.

Expected salary: $55000 – 70000 per year

Location: Lynnwood, WA

Job date: Tue, 19 Mar 2024 03:13:24 GMT

Apply for the job now!