Insurance Portfolio Manager

2 days ago


Lakewood, Washington, United States GPAC Full time

GPAC is an award-winning search firm that has been specializing in placing quality professionals within multiple industries across the United States since 1990.

We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Overview

We are seeking a skilled Insurance Portfolio Manager to join our team. As a key member of our team, you will be responsible for managing a portfolio of personal lines insurance accounts and providing exceptional service to clients.

Estimated Salary: $60,000 - $80,000 per year, depending on experience and location.

Responsibilities
  • Manage a portfolio of personal lines insurance accounts, ensuring seamless service delivery to clients.
  • Analyze client insurance needs, recommend coverage options, and prepare customized quotes.
  • Assist clients in claims processing, ensuring efficient resolution and minimizing disruption.
  • Stay up-to-date with industry trends and insurance products to provide informed advice and guidance.
  • Develop and maintain strong relationships with clients through regular communication and proactive issue resolution.
Requirements
  • Minimum of 2 years of personal lines insurance experience.
  • State insurance license (Property & Casualty).
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
  • Strong analytical and problem-solving skills, with attention to detail and organizational abilities.
  • Customer-centric mindset, with a passion for helping others and delivering exceptional service.
Preferred Qualifications
  • Bachelor's degree in Business, Finance, or a related field.
  • Experience with insurance software and CRM systems.
  • Willingness to pursue professional designations (e.g., CISR, CIC).


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