Personal Lines Account Manager

Min

USD $35,000.00/Yr.

Max

USD $50,000.00/Yr.

Job Summary

WaFd Bank is looking for a Personal Lines Account Manager for our office. This position is salaried with both benefits and bonuses after a probationary period. There are no sales quota or goals, however, the position will write new business as well as round out accounts with new lines of business that we currently do not write for existing clients. Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and clients.

• Responsible for managing a Personal Lines book of business.
• Managing a Personal Lines book entails:
• Order changes to current policies.
• Order and review renewals for accuracy.
• Re-market policies, as agreed upon.
• Market new business with contracted carriers and brokerages
• Perform coverage reviews and counsel clients on recommended coverages.
• Generate proposals for new business and renewals
• Issue certificates and evidences.
• Report losses and follow-up with the client.
• Document electronic file completely and thoroughly.
• Utilize agency's latest technology to perform tasks.
• Invoice policies when necessary.
• Review and process endorsements, changes and address client concerns.
• Other duties assigned.

Qualifications

• Employee will need to have experience in all aspects of servicing Personal Lines accounts (billing, endorsements, certificates, etc.) as well as marketing both new business and renewals.
• Three years of Personal Lines Insurance experience in both sales and servicing of all lines of business for personal insurance accounts.
• P&C Insurance License preferred, but not required

Benefits

At WaFd Bank you get all of these great benefits!

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• Generous 7% 401(k) employer matching*
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans

WaFd Bank Benefits Summary - Click here for more information

EEO Statement

EEO is The Law - click here for more information

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

We are committed to Equal Employment Opportunity and Affirmative Action.  We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic.  WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA).  If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375.

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Pay Transparency Nondiscrimination Provision - click here for more information

WaFd Bank Benefits Summary - click here for more information

Requisition Post Information* : Posted Date

3/8/2024