Personal Lines Account Manager

gpac

Orting (WA)

On-site

USD 90,000 - 120,000

Full time

29 hours ago
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Job summary

gpac is seeking a seasoned Personal Lines Manager to oversee a portfolio of premium client accounts. You will partner with the Director to refine processes and drive day-to-day operations, while pursuing growth through cross-selling and expanded coverage options.

The role requires 5+ years in Personal Lines, an active WA P&C license, and proficiency with Applied Epic and Microsoft Office. A collaborative, customer-focused leader will excel in this position.

Qualifications

  • 5+ years of Personal Lines experience.
  • Active WA P&C license.
  • Applied Epic experience preferred.
  • Self-motivated with strong accountability.
  • Strong leadership, interpersonal, and organizational skills.
  • Team-oriented and collaborative mindset.
  • Excellent 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 to boost efficiency.
  • Collaborate with the Director of Personal Lines on daily operations.
  • Identify growth opportunities, including cross-selling and expanded coverage.
  • Drive achievement of agency goals and performance metrics.
  • Enhance client service to ensure high satisfaction.
  • Generate and analyze monthly reports on departmental progress.
  • Build and maintain relationships with insurance carriers.
  • Foster a productive, positive department culture.
  • Provide ongoing training on the agency management system and carrier sites.
  • Participate in annual staff evaluations and assist in hiring/training.
  • Undertake additional responsibilities as needed.

Skills

Leadership
Interpersonal skills
Organizational skills
Customer service
Team collaboration
Problem solving

Tools

Applied Epic
Microsoft Office

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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