Personal Lines Account Manager

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

Job summary

gpac is seeking a Senior Personal Lines Manager in Oregon to lead a select portfolio of high-end clients and shape departmental growth. You will develop streamlined workflows, collaborate with the Director of Personal Lines, and pursue cross-selling strategies to expand coverage options.

The role focuses on delivering outstanding service, driving performance, and building strong carrier partnerships. You will generate monthly reports, guide staff through system training, contribute to

Qualifications

• 5+ years of Personal Lines insurance experience.
• Active OR P&C license.
• Applied Epic proficiency preferred.
• Self-motivated with strong accountability.
• Outstanding leadership, interpersonal and organizational skills.
• Ability to collaborate in a team environment.
• Strong problem-solving and customer service abilities.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Manage a select portfolio of high-end Personal Lines clients.
• Develop and streamline departmental workflows and procedures.
• Collaborate with the Director of Personal Lines on day-to-day operations.
• Identify growth opportunities including cross-selling and expanding coverage.
• Drive agency goals and performance objectives.
• Enhance client service and maintain outstanding customer satisfaction.
• Generate and analyze monthly progress reports toward goals.
• Build and maintain strong relationships with insurance carriers.
• Foster a productive, positive work environment within the department.
• Provide ongoing training on agency management system and carrier websites.
• Participate in staff evaluations and assist in hiring/training new team members.
• Undertake additional responsibilities as required.

Skills

Leadership

Customer Service

Team Collaboration

Reporting

Tools

Applied Epic

Microsoft Office

Job description

Role

As a

• 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.

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.