Personal Lines Agent

Job Summary

Seeking a dedicated and experienced Personal Lines Agent to join a well-established and growing insurance agency. With over 40 years of experience in Property & Casualty (P&C) and Life & Health/Employee Benefits (L&H/EB), pride ourselves on fostering a supportive, down-to-earth culture with a strong focus on employee satisfaction and retention. This is an exciting opportunity to work in a dynamic environment where you will manage a portfolio of standard personal lines accounts and play a key role in delivering exceptional service to thr clients.

Compensation Package

• Base Salary: $40,000 - $55,000 (commensurate with experience)
• Commission: $1,250 - $3,000 monthly from inbound sales, in addition to the base salary
• Benefits:
  • 95% employer-paid health insurance
  • 401(k) with a 6% employer match (eligible after 90 days)
  • Pension plan
  • Paid Time Off (PTO) based on experience

Responsibilities

• Manage a portfolio of standard personal lines accounts, providing A-Z account management.
• Handle inbound leads and quote requests, ensuring timely and accurate responses.
• Close sales from inbound leads (no outbound sales required).
• Quote new and renewal business.
• Deliver exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with team members to maintain a positive and productive work environment.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required. Additional designations are a plus but not mandatory.
• Experience:
  • Minimum of 2 years of insurance experience (captive or independent).
  • Preferred: 2 years of experience in an independent insurance agency.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Soft Skills:
  • Strong team player with a positive attitude.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple tasks efficiently and effectively.
  • Detail-oriented with strong organizational skills.
  • Commitment to providing outstanding customer service.

#LI-EM1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and professional Commercial Lines Account Manager to join a growing team. This role is pivotal in managing a book of commercial lines accounts, ensuring exceptional client service, and maintaining strong relationships with clients and carriers. The ideal candidate will have a proven track record in handling a variety of commercial accounts, possess a Property & Casualty (P&C) license, and demonstrate excellent communication and organizational skills.

Compensation Package

• Salary Range: $65,000 - $75,000 annually (up to $80,000 for an exceptional candidate)
• 401(k): 6% match
• Comprehensive benefits package available

Responsibilities

• Manage a book of commercial lines accounts, handling renewals, marketing, and ongoing service needs from start to finish.
• Serve as a trusted advisor to clients, providing guidance on policy coverages, contract compliance, claims coordination, and carrier communications.
• Prepare proposals, applications, and policy documents, including Acord forms, binders, certificates, and invoices.
• Quote and remarket accounts, negotiate with carriers, and present competitive solutions to clients.
• Maintain organized and accurate documentation in the Agency Management System (AMS) in accordance with agency standards.
• Collaborate with underwriters, producers, and internal teams to meet deadlines and ensure proactive, accurate service.
• Interpret insurance certificate language and ensure client deliverables meet contractual obligations.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3 years of experience managing a variety of commercial accounts.
• Technical Skills: Familiarity with Agency Matrix software is preferred; experience with Epic is a plus.
• Soft Skills:
  • Professional demeanor
  • Strong communication skills
  • Accountability and reliability
  • Team-oriented mindset
  • Ability to work collaboratively and effectively

#LI-BC2

Commercial Lines Specialist

Job Summary

Seeking a dedicated and experienced Commercial Lines Specialist to join a growing team. This role involves working with small to mid-size accounts, with occasional larger accounts, in a professional yet dynamic and fun environment. The ideal candidate will have a strong background in commercial lines insurance sales, excellent communication skills, and the ability to thrive in a fast-paced, team-oriented setting. This is an exciting opportunity to join a rapidly growing organization that offers significant opportunities for career advancement.

Compensation Package

• Salary: $60,000 - $70,000 annually
• Work Schedule: On-site with the opportunity to transition to a hybrid schedule after six months of proven performance.
• Additional Benefits: Opportunities for professional growth and involvement in community activities.

Responsibilities

• Quote and sell commercial lines insurance policies.
• Follow up with prospects to ensure a seamless sales process.
• Cross-sell additional lines of business to existing customers.
• Protect the best interests of clients and insurance company partners.
• Manage multiple projects and tasks effectively in a fast-paced environment.
• Collaborate with team members to maintain a positive and productive workplace.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: 3-5 years of commercial lines insurance sales experience preferred, but exceptional candidates with less experience will be considered.
• Skills:
  • Strong multitasking abilities to manage various projects and tasks.
  • Excellent verbal and written communication skills to ensure customer satisfaction.
  • Highly organized with the ability to plan and operate efficiently.
  • Team-oriented mindset with a positive attitude and high energy.

#LI-TS1

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a growing team. This role involves managing small group accounts (2-100 lives) and working closely with 2-3 producers to deliver exceptional service. The ideal candidate will have a strong background in employee benefits, particularly in handling fully insured medical, dental, vision, and voluntary benefits. This position will require in-office work for the first six months, transitioning to a hybrid schedule thereafter.

Compensation Package

• Salary Range: $65,000 - $70,000 annually
• 401(k): Employer match available
• Work Arrangement: In-office for the first six months, then hybrid
• Location: Sacramento or Chico office

Responsibilities

• Manage a book of business for small group accounts (2-100 lives) across all lines of employee benefits.
• Collaborate with producers to handle renewals, open enrollment, and marketing efforts.
• Quote and process renewal business, with a primary focus on renewals.
• Provide exceptional customer service to clients, ensuring their needs are met efficiently and effectively.
• Utilize Epic software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Licenses/Certifications: Active Life and Health License is required.
• Experience: Minimum of 3 years of experience managing small group accounts in the employee benefits sector.
• Technical Skills: Proficiency in Epic software is preferred.
• Strong organizational and communication skills, with the ability to manage multiple tasks and deadlines.
• A proactive and client-focused approach to account management.

#LI-CW5

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role offers a unique opportunity to transition into managing a office. The ideal candidate will have a strong background in commercial insurance, preferably with experience in farm and agriculture accounts. This position is open to both in-office and remote candidates who are committed to delivering exceptional service to the clients.

Compensation Package

• Salary Range: $45,000 - $75,000 (higher compensation available for highly qualified candidates)
• Benefits:
  • Full benefits package
  • 401(k) with 3% employer match
  • Company-provided equipment for remote employees
• Work Schedule: Early Friday closures (around noon)

Responsibilities

• Provide quotes for new and renewal business, with a focus on renewals
• Market and remarket accounts to ensure optimal coverage and pricing
• Handle policy renewals, endorsements, and certificates of insurance
• Review policies for accuracy and address client coverage questions
• Maintain strong relationships with insurance carriers
• Assist clients with claims and provide exceptional customer service
• Support producers and effectively service accounts of varying sizes ($25k - $300k)
• Manage the day-to-day operations of the office in The Dalles, Oregon

Qualifications/Requirements

• Active Property & Casualty (P&C) license in Oregon
• 3-5+ years of experience in commercial insurance, with a preference for candidates with farm and agriculture experience
• Proficiency in AMS360 and ImageRight software is preferred
• Strong organizational and communication skills
• A proactive, "go-getter" personality with the ability to work independently and as part of a team
• Willingness to travel to the office occasionally if working remotely

#LI-AB1

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a team. The ideal candidate will have a strong background in managing commercial insurance accounts, with a focus on providing exceptional customer service and ensuring client satisfaction. This role involves working with a diverse portfolio of accounts, including contractors, tree trimming companies, dental offices, real estate, restaurants, and other generalist accounts. The position is based onsite and offers an excellent opportunity for a dedicated professional to thrive in a dynamic and collaborative environment.

Compensation Package

• Salary: $60,000 - $80,000+ (commensurate with experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of commercial lines accounts, ensuring timely renewals and exceptional service delivery.
• Handle certificates of insurance and address customer service inquiries promptly and professionally.
• Quote new and renewal business, with a focus on maintaining a balance between client retention and new business acquisition (approximately 30% new business, 70% renewals, depending on candidate's strengths).
• Collaborate with internal teams to ensure seamless account management and client satisfaction.
• Utilize EPIC software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: 5 to 10 years of experience in commercial lines account management, with a strong preference for candidates experienced in using EPIC software.
• Proven ability to manage a diverse range of accounts, including contractors, tree trimming companies, dental offices, real estate, restaurants, and other generalist accounts.
• Strong organizational and time management skills, with the ability to handle multiple priorities effectively.
• Excellent communication and interpersonal skills, with a customer-focused approach.
• Ability to work onsite and collaborate effectively with a team of professionals.

#LI-KH1

Commercial Lines Account Manager

Job Summary

A nationally recognized insurance organization is seeking a Commercial Lines Account Manager to serve as a trusted advisor to small business clients. This role provides consultative guidance and best-in-class service while partnering closely with specialty practices and Producers in a high-volume environment. The Account Manager will also provide mentorship and support to Assistant Account Managers.

Responsibilities

• Build and maintain strong relationships with internal stakeholders, carriers, and clients by consistently meeting and exceeding service expectations
• Service a high-volume book of small commercial accounts, providing proactive consultative support
• Maintain accurate and timely documentation of service activity, marketing efforts, and policy communications within agency management software
• Support renewal retention efforts by collaborating with Producers to prepare applications, specifications, underwriting data, and related marketing materials
• Ensure continuous and appropriate coverage for clients, providing recommendations within established timelines
• Review current policies and present coverage placement options using established workflows and carrier partnerships
• Assist with implementation of new lines of coverage, including account setup, documentation collection, and review of plan details with clients and carriers
• Perform coverage analysis and provide accurate quotations for additional or expanded coverages
• Mentor and support Assistant Account Managers in daily servicing functions

Qualifications/Requirements

• 3 – 5 years of Commercial Lines account management experience
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of Commercial Lines underwriting, coverage analysis, and rating procedures
• Proficiency in agency management software, including AMS360 and WorkSmart preferred
• Industry designations such as CISR, ARM, or similar preferred
• College degree preferred
• Ability to manage multiple priorities effectively in a fast-paced environment
• Salary commensurate with experience in the $90,000 range
• Great benefits mostly covered by employer

#LI-JL1

High Net Worth Personal Insurance Account Executive

Established agency seeking an experienced, detail-oriented Account Executive who demonstrates clear knowledge and understanding of High Net Worth Personal Lines Insurance coverages to join our Private Client Team.

The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage.
• Comfortable working with policies of $20,000 and higher.
• Works with carriers such as AIG, Pure, Cincinnati, and Chubb.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BH1

Personal Lines Account Manager or Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager or Commercial Lines Account Manager to join a growing team. This is an excellent opportunity for an experienced insurance professional who values a client-focused approach and thrives in a no-nonsense, drama-free work environment. The organization is committed to providing exceptional service to clients, ensuring their needs are met with care and precision. If you are a self-motivated individual with a strong work ethic and a passion for maintaining and growing client relationships, we encourage you to apply.

Compensation Package

• Salary Range:
  • Personal Lines Account Manager: $55,000 - $70,000
  • Commercial Lines Account Manager: $65,000 - $80,000
• Benefits:
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and maintain a portfolio of personal or commercial insurance accounts.
• Provide exceptional customer service by educating clients on their insurance options and ensuring their coverage meets their needs.
• Review policy renewals and proactively retain current customers.
• Process quotes and policy changes with accuracy and efficiency.
• Collaborate with team members to ensure a seamless client experience.
• Utilize EZLynx software for account management and documentation.

Qualifications/Requirements

• Minimum of 2 years of experience in the insurance industry (5+ years preferred for Personal Lines candidates).
• Active Property & Casualty (P&C) license required.
• Strong knowledge of general insurance practices; experience with captives is a plus for Personal Lines candidates.
• Proficiency in EZLynx software is preferred.
• Excellent organizational and time-management skills.
• Professional demeanor, with the ability to thrive in a focused, no-drama work environment.

#LI-RC1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and professional Commercial Lines Account Manager to join a growing team. This role is pivotal in managing a portfolio of small to mid-sized accounts, ensuring exceptional client service and operational efficiency. The ideal candidate will have a proven track record in account management, strong organizational skills, and the ability to work collaboratively within a team. This position offers an excellent opportunity for career growth and development in a supportive and dynamic environment.

Compensation Package

• Salary Range: $65,000 - $80,000 annually, based on experience and qualifications
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of 35-40 accounts, with a total book of business ranging from $500,000 to $700,000 in revenue.
• Oversee policy expirations, coordinate renewals, and maintain control logs.
• Request and verify carrier bids to ensure compliance with specifications.
• Assist in marketing efforts, premium determination, and preparation of presentation packets.
• Review policies for accuracy, process transactions, and generate invoices.
• Address client and carrier inquiries, documenting service issues and meetings.
• Maintain organized electronic and paper files, ensuring compliance with E&O guidelines.
• Support management with special projects and ongoing administrative tasks.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience managing at least 20+ accounts.
• Software Proficiency: Experience with Epic software preferred.
• Soft Skills:
  • Professional demeanor
  • Accountability and reliability
  • Strong teamwork and collaboration skills

#LI-BC2