We’re hiring an Insurance Account Manager to manage and grow client relationships while helping individuals and businesses protect their future. Coordinate with carriers and internal team members to ensure timely submissions and smooth processing.
Numbers & Facts
Location
Bellingham, WA
Job Type
Full-time
Description
Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Profit sharing
Training & development
Job Summary
We’re hiring an Insurance Account Manager to manage and grow client relationships while helping individuals and businesses protect their future. In this role, you’ll work with clients on P&C insurance, Life & Health, and related financial services products, guiding them through coverage and financial planning recommendations, quoting, and policy changes—while delivering responsive, high-quality service.
Responsibilities
Manage an assigned book of business, including renewals, follow-ups, and client retention
Review client needs and identify opportunities for additional coverage and/or financial services
Gather information, request quotes, and present coverage options clearly and accurately
Assist clients with policy changes, updates, and documentation as needed
Coordinate with carriers and internal team members to ensure timely submissions and smooth processing
Provide prompt client service by answering questions and resolving issues
Track leads, quotes, renewals, and follow-up tasks in a CRM or tracking system
Maintain knowledge of products, underwriting requirements, and compliance standards
Support marketing efforts through referrals, networking, and proactive outreach
Qualifications
Insurance experience preferred (P&C and/or Life & Health)
Strong communication and relationship-building skills with a consultative approach
Comfortable working with leads/opportunities and working toward performance goals
Organized, reliable, and able to manage multiple client priorities
Basic computer skills and comfort using CRM/spreadsheets
Valid insurance license (or ability to obtain required licenses promptly)
Compensation
Base hourly pay + commission (incentive-based earnings tied to performance)