Personal Lines Account Manager

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.
• Review and process endorsements, changes and address client concerns.
• Other duties assigned.

• 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

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

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, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. 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

EEO Policy Statement – WaFd Bank

Know Your Rights: Workplace Discrimination is Illegal – click here for more information

California Consumer Privacy Act- CCPA 2025