Our client, a small-town insurance agency with a strong emphasis on work-life balance and a family-oriented atmosphere, is seeking a
Personal Lines Account Manager . They offer a range of benefits, including employer-paid medical insurance, a Simple IRA with a 3% match, a Costco membership, and paid community volunteer hours. This position offers the opportunity to independently manage a personal lines book of business while being part of a supportive team in a flexible work environment.
The ideal candidate will have experience in personal lines insurance, particularly with carriers like Safeco, Progressive, and Travelers. The role can accommodate either a service-only focus or a combination of service and sales, depending on the candidate’s strengths. While no outbound marketing or prospecting is required, the position demands a commitment to high-quality service and a retention rate of at least 90%. For the right candidate, this role can be fully remote but is limited to residents of Oregon, with a preference for those near La Pine, OR.
Responsibilities
Manage a personal lines book of business independently, including: Setting pre-renewal meetings and facilitating policy reviews.
Quoting new business and re-marketing accounts with carriers.
Processing certificates, endorsements, and binding coverages. Handle policy changes and support the overall agency book of business.
Work with carriers such as Safeco, Progressive, and Travelers.
Maintain at least a 90% retention rate through excellent client service.
Share workload in servicing the agencys accounts without direct producer alignment.
Qualifications
2+ years of personal lines experience in an independent agency.
Proficiency in managing accounts, including pre-renewal meetings, policy reviews, quoting, re-marketing, and processing policy updates.
Familiarity with AMS 360 system is preferred.
Flexible approach, with experience in either service-only or service-and-sales roles.
Must reside in Oregon, with a preference for candidates near La Pine, OR. Remote work is an option for the right candidate.
This role is ideal for a dedicated personal lines insurance professional who values a close-knit team environment and is ready to bring their expertise to a client-focused agency. If you’re ready to thrive in a flexible and supportive workplace, apply today!
