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WaFd Bank · 2 hours ago

Personal Lines Account Manager

Stanwood

Full-time

Onsite

Mid Level

$19.24/hr - $28.85/hr

3+ years exp

WaFd Bank is looking for a Personal Lines Account Manager for their Stanwood or Mt Vernon office. This role involves managing a Personal Lines book of business and ensuring compliance with bank policies and federal regulations while providing excellent service to clients.

BankingFinanceFinancial Services

Responsibilities

Responsible for managing a Personal Lines book of business

Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations

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