Personal Lines Account Manager 

We are seeking a motivated individual with outstanding customer service skills to become the next valued member on our team of insurance professionals. Whether you are new to the industry or looking for a change of pace, you will find an environment of trust, mutual respect, and an utmost desire to serve our clients and community. Our agents do more than provide insurance policies, they provide a complete experience that gives our customers peace of mind. The ideal candidate will meet the changing needs of our clients by customizing a policy that works best for them. We expect our agents to develop and maintain client relationships in a professional, respectful, and caring manner. 

Objectives of this Role

• Develop and execute marketing strategies for new insurance contracts, including automotive, casualty, health, life, and property
  
• Customize programs to cover client risks
  
• Cultivate prospective new business through various methods including but not limited to emails, phone calls, social media, referrals, and networking
  
• Monitor insurance claims and ensure customer satisfaction
  

Daily and Monthly Responsibilities

• Answer phone calls and greet walk-in customers at the counter
  
• Self-generate sales leads from various engagement initiatives within defined territory
  
• Proactively contact all leads and schedule appointments to recommend appropriate insurance, review prepared quotes and place coverage
  
• Assist clients via email, phone, or in-person with billing questions, policy changes, claims reporting, coverage information, and provide certificates of coverage
  
• Obtain underwriting approval through completion of coverage application and respond to underwriter requests
  
• Submit policies for issuance, review renewal business, and process endorsements
  
• Process premium payments by uploading to the insurance company and logging payment into the agency management system
  
• Maintain accurate client records, log transactions and conversations, and attach quotes and other pertinent information to the agency management system
  
• Review insurance company downloads and agency management system suspense files
  
• Assist other agents as needed, including but not limited to scheduling client meetings, taking messages, and helping customers if their usual agent is not available
  
• Expand professional skill sets by attending in-person or on-line workshops, networking events, and engaging with professional organizations
  
• Assist management and sales staff when needed or as requested
  
• Complete other essential functions as assigned
  

Required Skills and Qualifications

• High school diploma or equivalent
  
• Strong communication, presentation, and interpersonal skills
  
• Passion for helping others
  
• Strong organizational skills with attention to detail
  
• Ability to discern priority and initiative
  
• Keyboarding and computer skills, specifically Microsoft Office, Microsoft Outlook, Chrome, and Edge Web Browsers
  
• Reasoning skills, specifically the ability to solve practical problems, interpret instructions, and deal with a variety of variables furnished in written, oral, diagram or schedule form
  

Preferred Qualifications

• College Degree
• Licensed and in good standing with the Department of Insurance in Oregon
  
• Prior insurance or sales experience
  

Full Time Position - Annual Salary $36,000 to $48,000 Depending on experience.

Benefits include.

• Health Insurance 
• Dental Insurance
• Vision Insurance
• Life Insurance
• 401k Plan
• Profit Sharing
• Bonus Income
• Paid time off

Drop of a Resume at 1603 Washington Ave, La Grande, OR 97850

Email us your resume