Personal Lines insurance Account Manager

About Pilkey, Hopping & Ekberg
Pilkey, Hopping & Ekberg (PHE) is a long-standing, family-owned insurance agency that has been serving businesses and individuals since 1896. While we’ve grown over the years, our core values remain the same—integrity, ownership, and excellence. We’ve built a culture centered on strong relationships, where people come first and every team member makes a meaningful impact.

The Opportunity
We are seeking a dynamic and motivated Personal Lines Insurance Account Manager to join our team! As a Personal Lines Account Manager II, you’ll take the lead in managing your own book of business while providing high-level service to clients. This role is a great fit for someone with solid insurance experience who enjoys working directly with clients, solving problems, and thinking proactively about coverage. You’ll partner with clients, carriers, and internal teams to keep everything running smoothly and ensure clients are well supported.

You Will:

• Manage a book of business, staying ahead of client needs
• Conduct account reviews to identify coverage gaps and potential risks
• Advise clients on policy options, endorsements, and renewals
• Support claims questions, certificates of insurance, audits, billing issues, and loss control recommendations
• Evaluate risk and recommend tailored coverage solutions, including cross-sell opportunities
• Work with carriers and underwriters to secure the best placement and maintain strong relationships
• Keep detailed and accurate records in the agency management system
• Lead renewal conversations to review coverage, discuss market changes, and ensure clients are properly protected

Basic Qualifications:

• 4+ years of insurance account management experience
• Strong understanding of insurance products, coverage, and regulations
• Solid analytical and problem-solving skills
• Ability to independently manage multiple accounts while communicating clearly and professionally

Preferred Qualifications:

• Post-secondary education in Insurance, Business, Finance, or a related field
• Experience working with high-net-worth or complex accounts
• Background in mentoring or supporting junior team members
• Familiarity with agency management systems and underwriting processes

At Pilkey, Hopping & Ekberg (PHE), we believe diverse perspectives make us stronger. We’re committed to an inclusive workplace where employees feel supported, valued, and empowered to succeed. We welcome applicants from all backgrounds and are dedicated to fair and equal opportunity. If you need accommodations during the application process, please let us know.

Apply here or visit our website www.pheinsurance.com/careers to learn more and submit your application.

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

Benefits:

• 401(k)
• 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?

License/Certification:

• Washington State Property & Casualty License (Required)

Work Location: Hybrid remote in Tacoma, WA 98406