Personal Lines Account Manager

Leavitt Group; Anacortes (WA); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Health Insurance

Dental and Vision Insurance

401(k) with matching

HSA and FSA

Paid sick leave

Paid vacation leave

Job summary

North Cascade Insurance in Anacortes, WA seeks a Personal Lines Account Manager to service and sell for busy personal lines clients, handling vehicle changes, coverage updates, lien-holder adjustments, billing questions, and new quotes.

You will answer inbound calls, document interactions, maintain records, and identify coverage gaps, with a focus on timely, compliant service and cross-selling opportunities.

Qualifications

• Property & Casualty insurance knowledge preferred.
• 2 years agency experience preferred.
• AMS360 experience preferred.
• Excellent verbal and written communication.
• Detail oriented and compliant with standards.
• Dependable with timely responses and ability to complete work activities.

Responsibilities

• Handle customer service requests in a professional and knowledgeable manner.
• Determine impacts/needs associated with the service request.
• Identify coverage gaps and educate customers on mitigating risk.
• Document contacts and maintain accurate client records.
• Draft correspondence and perform service-related duties as assigned.

Skills

Property & Casualty

Agency experience

AMS360 experience

Excellent communication

Detail oriented

Timely responsiveness

Tools

AMS360

Job description

Personal Lines Account ManagerNorth Cascade Insurance in Anacortes, WA is looking for a Personal Lines Account Manager for their busy office.

Job Description:

Personal Lines Account Manager are the cornerstone of the personal lines services team. This position answers all inbound personal lines service calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.

Responsibilities and Duties:

• Personal Lines Account Manager will handle customer service requests in a professional and knowledgeable manner.
• They will determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
• During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
• The Account Manager will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
• Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.

Job Requirements/Competencies:

• Property and Casualty preferred
• 2 years Agency experience preferred
• AMS360 experience preferred
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete of work activities.

North Cascade offers a full and attractive benefits package including;

• $25-$30/hr depending on experience
• Health Insurance
• Dental and Vision Insurance
• 401(k) with matching employer contributions.
• HSA and FSA
• Paid sick and vacation leave