Personal Lines Account Manager

gpac; Cloverdale (OR); On-site; USD 90,000 - 120,000; Full time

Job summary

GPAC is seeking a Personal Lines Manager to lead a select portfolio of high-end Personal Lines clients and streamline departmental workflows. You will collaborate with the Director of Personal Lines to oversee day-to-day operations and drive growth.

The ideal candidate has 5+ years in Personal Lines, an active OR P&C license, and proficiency with Applied Epic. You will mentor staff, generate monthly reports, and strengthen carrier relationships while ensuring outstanding client service.

Qualifications

• 5+ years of experience in Personal Lines insurance.
• Active OR P&C license.
• Proficiency with Applied Epic (strongly preferred).
• Self-motivation and a strong sense of accountability.
• Exceptional leadership, interpersonal, and organizational skills.
• The ability to work collaboratively in a team environment.
• Outstanding problem-solving and customer service abilities.
• Proficiency in the Microsoft Office Suite.

Responsibilities

• Manage a select portfolio of high-end Personal Lines clients.
• Develop and streamline departmental workflows and procedures to enhance efficiency.
• Collaborate closely with the Director of Personal Lines to oversee day-to-day operations.
• Identify growth opportunities for the department, including cross-selling and expanding coverage options.
• Drive the achievement of agency goals and performance objectives.
• Continuously enhance the client service experience, ensuring outstanding customer satisfaction.
• Generate and analyze monthly reports to assess progress toward departmental goals.
• Cultivate and maintain strong relationships with insurance carriers.
• Foster a productive and positive work environment within the department.
• Provide ongoing training to ensure optimal utilization of our agency management system and carrier websites.
• Participate in annual staff evaluations and contribute to the hiring and training of new team members.
• Undertake additional responsibilities as required by the role.

Skills

Personal Lines

P&C License

Leadership

Customer service

Team collaboration

MS Office

Tools

Applied Epic

Job description

Role

As a Personal Lines Manager with our team, you will play a pivotal role in shaping the future of the agency. You will:

• Manage a select portfolio of high-end Personal Lines clients.
• Develop and streamline departmental workflows and procedures to enhance efficiency.
• Collaborate closely with the Director of Personal Lines to oversee day-to-day operations.
• Identify growth opportunities for the department, including cross-selling and expanding coverage options.
• Drive the achievement of agency goals and performance objectives.
• Continuously enhance the client service experience, ensuring outstanding customer satisfaction.
• Generate and analyze monthly reports to assess progress toward departmental goals.
• Cultivate and maintain strong relationships with insurance carriers.
• Foster a productive and positive work environment within the department.
• Provide ongoing training to ensure optimal utilization of our agency management system and carrier websites.
• Participate in annual staff evaluations and contribute to the hiring and training of new team members.
• Undertake additional responsibilities as required by the role.

Qualifications

To excel in this role, you should possess:

• A minimum of 5 years of experience in Personal Lines insurance.
• An active OR P & C License.
• Proficiency with Applied Epic (strongly preferred).
• Self-motivation and a strong sense of accountability.
• Exceptional leadership, interpersonal, and organizational skills.
• The ability to work collaboratively in a team environment.
• Outstanding problem-solving and customer service abilities.
• Proficiency in the Microsoft Office Suite.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm 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.