Personal Lines Account Manager

gpac

Graham (WA)

On-site

USD 90,000 - 115,000

Full time

33 hours ago
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Job summary

gpac is seeking an experienced Personal Lines Manager in Washington state to oversee a select portfolio of high-end clients. The role focuses on optimizing workflows, leading the Personal Lines team, and partnering with the Director to drive growth and carrier partnerships.

You will identify cross-selling opportunities, enhance client service, and contribute to staff development through training and evaluations.

Qualifications

  • 5+ years of experience in Personal Lines insurance.
  • Active WA P&C license.
  • Proficiency with Applied Epic.
  • Self-motivated with strong accountability.
  • Strong leadership, interpersonal, and organizational skills.
  • Ability to work collaboratively in a team environment.
  • Outstanding problem-solving and customer service abilities.
  • Proficient in 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 and ensure 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 use of our agency management system and carrier websites.
  • Participate in annual staff evaluations and contribute to hiring and training of new team members.
  • Undertake additional responsibilities as required by the role.

Skills

Leadership
Customer Service
Team Collaboration
Communication
Microsoft Office

Tools

Applied Epic

Job description

Role
  • 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
  • A minimum of 5 years of experience in Personal Lines insurance.
  • An active WA 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.

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