Personal Lines Account Manager

T E C Industrial Inc; White Salmon (WA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental Insurance

Vision Insurance

401(k) plan

Paid time off

Holidays

Floating holiday

Professional development opportunities

Continuing education opportunities

Job summary

T Your Policy in Washington state is seeking a Personal Lines Account Manager to build relationships with personal lines clients and deliver tailored insurance solutions.

You will manage day-to-day service for clients, process changes, billing inquiries, and claims support while driving client satisfaction and agency growth.

Qualifications

• Education: High school diploma or equivalent required; college degree preferred.
• Licensing: Active property and casualty required (or obtain within 90 days).
• Experience: 2–3 years in personal lines insurance.
• Proven track record of meeting or exceeding sales goals.
• Knowledge of home, auto, renters, umbrella products.
• Strong interpersonal and written communication skills.
• Analytical and problem-solving abilities.
• Proven ability to build rapport and close sales.
• Self-motivated, goal-oriented, able to work independently.
• Highly organized with attention to detail.
• CRM and agency management systems proficiency.

Responsibilities

• Manage day-to-day service needs for personal lines clients: policy changes, endorsements, billing inquiries, claims support.
• Evaluate client needs and tailor insurance solutions.
• Shopping and remarketing coverage when needed.
• Build and maintain trust-based client relationships through proactive communication.
• Maintain accurate client records in the agency management system.
• Stay informed on carrier offerings and underwriting guidelines.
• Collaborate with virtual assistants and teammates to streamline processes.
• Represent the agency professionally and service-oriented.
• Share ideas to improve team efficiency.

Skills

Communication skills

Relationship building

Sales aptitude

Industry knowledge

CRM proficiency

Independent work

Education

High school diploma or equivalent

College degree preferred

Tools

CRM systems

Agency management systems (e.g., Salesforce)

Job description

• Base Pay $55,000.00 - $65,000.00 / Year
• Relocation Expense Covered No
• Employee Type FT Hourly
• Required Degree NONE
• Manage Others No

Description

Personal Lines Account Manager

Make a Difference, One Conversation at a Time

At Your Policy, we are guided by four Core Values: People First, Do What You Love, Deliver What Your Promise, and Balance is Key. These values are the foundation of our approach to building strong relationships and delivering truly personalized customer service.

Our mission is to simplify the insurance experience by making it transparent, convenient, and user-friendly; empowering our customers to make confident, informed decisions about their coverage with ease and trust. Less hassle, more happiness is our motto.

Job Description

We're looking for an enthusiastic and client-focused Personal Lines Account Manager to join our growing team! In this role, you'll build strong relationships with a portfolio of personal lines clients, helping them find the insurance solutions that truly fit their lives.

Your primary goal is to build strong, positive relationships with both new and long-term clients, ensuring client satisfaction, retention, and overall agency growth. You’ll be the go-to person they trust, making sure they’re happy, supported, and sticking with us for the long haul.

Daily Responsibilities

• Manage day-to-day service needs for personal lines clients, including policy. changes, endorsements, billing inquiries, and claims support.
• Evaluate client needs and recommend appropriate insurance solutions tailored to their needs.
• Shopping and remarketing coverage when needed.
• Build and maintain strong, trust-based relationships with clients through consistent, proactive communication.
• Maintain accurate and up-to-date client records in the agency management system (e.g., Salesforce).
• Stay informed on carrier offerings, underwriting guidelines, industry trends, and compliance requirements.
• Working closely with virtual assistants and teammates to create smoother processes.
• Represent the agency in a professional, knowledgeable, and service-oriented manner.
• Sharing ideas that make our team stronger and more efficient.

Qualifications

• Education: High school diploma or equivalent required; college degree preferred.
• Licensing: Active property and casualty required (or ability to obtain within 90 days).
• Experience: Minimum 2-3 years of experience in personal lines insurance.
• Proven track record of meeting or exceeding sales goals.
• Knowledge of common personal insurance products (e.g., home, auto, renters, umbrella).
• Strong interpersonal and communication skills, both verbal and written.
• Strong analytical and problem-solving abilities.
• Proven ability to build rapport and close sales in a competitive environment.
• Self-motivated, goal-oriented, and able to work independently.
• High level of organization and attention to detail.
• Proficiency in CRM and agency management systems.
• Competitive base salary.
• Health, dental, and vision insurance after 30 days of employment.
• 401(k) plan after 500 hours of employment.
• Paid time off and holidays and one floating holiday.
• Professional development and continuing education opportunities.
• A values-driven culture that puts people first.

At Your Policy, we believe insurance is more than policies and paperwork; it’s about people. Every day, our account managers walk clients through some of life’s most important decisions with clarity, care, and confidence.

If you want to be part of a uniquely gifted agency, we want to meet you!