Personal Lines Account Manager

About Pilkey, Hopping & Ekberg

Pilkey, Hopping & Ekberg (PHE) is a trusted, family‑owned insurance agency that has proudly served businesses and individuals since 1896. While our agency has grown over the years, we’ve remained committed to the values that define us—integrity, ownership, and excellence. We believe people come first, relationships matter, and every team member plays an essential role in our success.

The Opportunity

As a Personal Lines Account Manager II, you will take ownership of managing a book of business while delivering exceptional service to our clients. This position is ideal for an experienced insurance professional who brings strong skills in policy servicing, client retention, and risk assessment. You’ll collaborate closely with clients, carriers, and internal teams to ensure seamless account management and proactive policy solutions. If you enjoy client‑facing work and thrive on problem‑solving, this is a great opportunity to advance your career.

You Will:

• Manage a book of business, proactively addressing client needs.
• Conduct account reviews to identify coverage gaps and assess risk exposure.
• Provide expert guidance on policy options, endorsements, and renewals.
• Handle claims inquiries, certificates of insurance, premium audits, loss control recommendations, and billing questions with professionalism.
• Assess risk exposure, recommend tailored coverage solutions, and identify cross‑sell opportunities to strengthen client protection.
• Collaborate with underwriters and carriers to ensure accurate policy placement and strong relationships.
• Maintain accurate, timely documentation in the agency management system.
• Conduct renewal review calls to evaluate coverage needs, discuss market conditions, and identify potential gaps.

Basic Qualifications:

• 4+ years of experience in insurance account management.
• Strong knowledge of insurance products, coverage options, and industry regulations.
• Excellent problem‑solving and analytical abilities.
• Ability to manage multiple accounts independently and communicate professionally across all platforms.

Preferred Qualifications:

• Postsecondary education in Insurance, Business, Finance, or a related field.
• Experience working with high‑net‑worth or complex accounts.
• Previous experience mentoring junior team members.
• Familiarity with agency management systems and underwriting processes.

At Pilkey, Hopping & Ekberg (PHE), we believe diversity fosters innovation and excellence. We are committed to creating an inclusive environment where all employees feel valued, respected, and empowered to succeed. We welcome applicants of all backgrounds and do not discriminate based on race, ethnicity, gender, age, disability, veteran status, or any other legally protected characteristic. If you require accommodations during the application process, please contact us.

Apply here and visit www.pheinsurance.com to learn more and apply through our website.

Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• This position requires 12 months of full-time, in person work. After that period, there are opportunities to transition to a hybrid schedule. Are you able to reliably commute to our Tacoma office for the first 12 months?
• Will you now or in the future require work visa sponsorship?

License/Certification:

• Washington State P&C Insurance License (Required)

Work Location: Hybrid remote in Tacoma, WA 98406