Senior Personal Lines Account Manager at J D FULWILER & CO INSURA NCE

Portland, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jun, 26

Salary

65000.0

Posted On

04 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Account Management, Renewal Management, Cross-selling, Account Rounding, Endorsements, Billing Inquiries, Policy Changes, Underwriting Communication, Quoting, Binding, Policy Delivery, Documentation, Market Knowledge, Communication Skills, Organizational Skills

Industry

Insurance

Description

Description J.D. Fulwiler & Company is seeking a dedicated Senior Personal Lines Account Manager to service and support an assigned book of personal lines business. This position is responsible for delivering high-level customer service, managing renewals, and generating additional revenue through account rounding and cross-selling in accordance with agency policies and procedures. If you are passionate about customer service, possess a strong insurance background, and are committed to maintaining high ethical standards, we encourage you to apply. Key Responsibilities • Manage and service an assigned book of personal lines accounts • Coordinate renewal processes, including conducting renewal reviews 60–90 days in advance • Process endorsements, billing inquiries, policy changes, and documentation accurately and timely • Respond to client communications in a professional and prompt manner • Provide accurate information to underwriters and carrier partners • Generate new personal lines business through cross-selling, account rounding, referrals, quoting, binding, and policy delivery • Maintain accurate electronic documentation within the agency management system • Remain current on insurance markets, coverage changes, and industry trends • Maintain active and compliant state insurance licensing • Adhere to all J.D. Fulwiler & Company policies, procedures, standards, and ethical guidelines Compensation: Pay will be based on job knowledge and years of experience in the insurance industry. Join our team and be part of a company that values professionalism, growth, and a customer-focused approach. We offer a supportive work environment and ongoing professional development opportunities. J.D. Fulwiler & Company is an Equal Opportunity Employer. Requirements • Active and compliant Property & Casualty insurance license • 8+ years of personal lines account management experience • Proven experience in insurance customer service, account management, or related roles • Strong understanding of home, auto, umbrella, and high-value personal lines coverages, products, and industry practices • Excellent written and verbal communication skills • Ability to work independently and collaboratively within a team environment • Strong organizational skills with attention to detail and accountability • Commitment to ethical standards and compliance with agency policies • Educational background in insurance or a related field preferred Physical Requirements This position requires regular sitting, use of hands for keyboarding, and frequent communication via phone and email. Occasional standing, walking, and lifting of typical office materials may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Responsibilities

The Senior Personal Lines Account Manager will manage and service an assigned book of personal lines business, coordinating renewals and processing necessary documentation accurately and timely. This role also involves generating additional revenue through cross-selling and account rounding while maintaining high ethical standards.