Insurance Account Manager

4 weeks ago


Tacoma, Washington, United States CareerPaths NW Full time
About the Job

As a Personal Lines Account Manager at CareerPaths NW, you will be responsible for managing accounts, cross-selling, and providing exceptional customer service. Our client's company specializes in offering a range of insurance products and services, including personal, commercial, and group benefits lines.

Key Responsibilities

Manage accounts, cross-selling, and up-selling insurance products.
Handle customer service, renewal audits, and market carriers for competitive quotes.
Process certificates and endorsements, issue ID cards, obtain signatures, and bind policies.
Assist with claims when necessary.

Requirements

Minimum of 5 years of experience as an independent broker.
Proficiency in servicing standard and preferred clients.
Experience working in a service-only capacity with no sales responsibilities or commissions.
Comfortable with a blended work environment, combining office-based work (3 or 4 days a week) with remote work (1 or 2 days).

Our client offers a competitive benefits package, including employer-paid medical, dental, vision, and 401k. If you are an experienced Personal Lines Account Manager with a background in independent brokerage, a focus on service rather than sales, and familiarity with insurance carriers like Safeco, Mutual of Enumclaw, Progressive, and Liberty Mutual, we encourage you to apply.

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