Personal Lines Customer Service

Insurance Resourcing
Whidbey Island, WA
$35K to $40K


Do you live on Whidbey Island and have your P & C insurance license? My client is offering a great career customer service role, Mon to Fri, and you don’t even need to leave the Island!

My client is a well-established independent insurance agency located on Whidbey Island. They have a nice easy going work culture and enjoy many referrals. You will be part of the team that handles the existing book of accounts. You will be act in a trusted advisor capacity handling renewals, new business inquiries, claims problems, billing, and daily service needs. You will have a variety of walk-in as well as phone and email client interactions. You will use AMS360 as well as MS Office for client communication and policy service.

The agency pays a nice Island salary with great benefits, 401K and an HSA plan. This role could be full or part time depending on the candidate’s needs.

Candidates need to have P & C agency experience ideally with independent markets, and any knowledge of Mutual of Enumclaw is a huge plus!

To apply, email your resume to or call 425-298-0278.

Licensed Admin/Broker Support: Financial Advisor’s Office

Insurance Resourcing
Bellevue, WA
$60,000 to $70,000


My client is a boutique well-respected financial wealth management firm located in Bellevue, WA.

They are looking for a rising star to join their Bellevue, WA team. This is a non-sales client support role. You will support three brokers and your day will be a mix of client, advisor, and administrative support.

Work hours are Mon to Fri 8 pm to 5 pm with an hour lunch and no weekends. This is a 100% in-office role. They pay 100% of your benefits at a rare to find “gold” level (worth about $900/mo), offer a generous profit sharing program that has been averaging about 10% per year, an employee bonus that can be up to 4.5% of salary, and PTO that accrues from Day 1, They reside in a lovely office with free parking. They have a very loyal cliental many of whom have been with the firm for many years. The firm treats their employees like family with a strong commitment to work/life balance. The position requires 2 years in a financial services administrative-related role with a Series 7 and 63 (or 66). If you do not have your licenses, the client will pay for them, and you must become licensed within 90 days of starting the position. Salary range is $60,000 to $70,000.

Once licensed, your day will look like this:

Advisor Support:

Meet with clients to review new business documents and obtain client and advisor signatures.

Meet with advisor to review instructions when preparing to meet with new clients.

Place trades (buy/sell) and complete necessary documentation to handle the processing of trades.

Prepare documents for account opening, transfer of assets, etc.

Prepare withdrawal worksheets for advisor review.

Reviewing system for:

o Withdrawals

o Insufficient funds for periodic distributions, including RMD’s

o Updated 1099s

o Outgoing transfers

Handle phone calls, faxes, and e-mails from clients and take action needed in response to inquiry. Communicate actions taken to advisor that pertain to him/her directly, and record in Contact Management System (CRM).

Review the CRM dashboard daily, and identify items that need to be addressed and handled, confirm the task is completed, and record notes in CRM.

Client Support:

Meeting with clients to:

o Establish online access to financial planning software or other pertinent websites

o Obtain signatures on any changes made that require new documents

Handle client-initiated requests. These requests include questions and paperwork regarding:

o Financial planning software enrollment or questions

o Establishing ACH instructions for periodic distributions

o Making deposits and taking withdrawals

o Personal information and beneficiary updates

o Cost basis information

o Tax reporting inquiries or issues

Contact clients with any changes in their accounts.

Document all contact and actions taken with client in CRM.

Administrative Support:

Work with team members in preparing documents for client signature, returning calls, scheduling appointments, scheduling prospect and client attendance at seminars.

Update checklists and workflows for the CRM, and support other team members as situations arise.

Follow the prescribed checklists and workflows that pertain to your position.

Filing of all client documents, including electronic document storage facility.

Scanning and attaching documents in the CRM.

Assist with answering phone calls or delegating faxes to appropriate staff.

Soft skills required include:

o A penchant for accuracy and detail

o Ability to work patiently with high net worth clientele, many of whom are retired

o Impeccable spelling, grammar, and written/verbal communication skills

o Timely follow up and ability to prioritize tasks

o A positive,” glass is half” full office demeanor

Technical skills required include:

o Series 7 and 63; Series 65 is a plus (must have now, have held recently, or be able to obtain within 90 days of hire)

o Minimum of 2 years of similar financial industry administrative broker support experience

o Intermediate knowledge of Power Point, Word, Excel (you will be tested).

o Ability to pass a criminal and background check.

The client is looking to start their new team member ASAP.

To apply, email your resume to or call 425-298-0278.

Spanish Speaking Insurance Agent: Training provided

Insurance Resourcing
Puyallup, WA
$17 to $19/hr + monthly bonus


Hablas Español and English equally well? Are you looking for a great career not just a job?

If you want to work in the insurance industry, have great customer service/inside sales skills, but you do not have your insurance licenses yet, here is your chance to start your insurance career with a terrific South End employer!

My client is a direct writer insurance agency located in Puyallup. They have been in business over 30 years and have had steady growth. They have built the agency on referrals and excellent service. They have a large Spanish speaking customer base and they are looking to hire another Spanish speaking sales/service agent.

They are open to hiring and training a new team member who does not have any insurance experience.

Here is how the training program will work:

If you do not have your P & C or L & D license, you will need to complete the online or in-person classes. Each license requires 20 hours for a total of 80 classroom hours. The company will pay for your classes and testing. Once you complete the classes, you will take the state licensing tests. Once you have passed the test, you will start working for the client. You will not be on payroll until you have obtained your WA state licenses. Starting pay once licensed will be $17 to $19/hr with monthly bonus that can go as high as $500/month.

Once licensed, you will begin Insurance Carrier training which is a series of online modules that teach you how to work with underwriters, manage the computer system, rate a policy, and bind coverage. Once you have completed Carrier training, you will start working with existing customers. You will do daily servicing, quote new business for auto, home, and life, follow up on renewals, send out billing, and round out existing accounts. You will be communicating in person, over the phone, and over email and text. You must be able to speak and write equally well in both Spanish and English.

The office is lively, friendly and has great coworkers. There is a nice break room and free parking. The company offers a good salary, monthly bonus (averages up to about $500/mo), contests, dental coverage, and a retirement program. This is a FT W2 permanent position with great work/life balance and they are very flexible about scheduling around family events!

Background needed includes High School diploma or higher, ability to pass a criminal background check, fast computer skills, previous experience working in customer service or sales in an office environment with good references and job stability. No job hoppers please. The employer prefers to hire candidates who live in the East Pierce County/Tacoma area to avoid long commutes.

If you already have your P & C and L & D licenses, your base salary will be based on your past insurance sales track record and experience.

To apply, email your resume to or call 425-298-0278.

Insurance Front desk coordinator: Full Time Temp to Perm

Insurance Resourcing
downtown Seattle on bus line
$16 to $17/hr


Can you start a temporary to permanent job in insurance immediately? Can you work in downtown Seattle on the bus line? The hourly rate would be $16 to $17, and the position would be Full time hours with option to go permanent if there is a good fit. The client wants to hire by Mon Aug 20th if at all possible!

The client is a large national Wholesale insurance brokerage located in downtown Seattle. You would be at the front desk and would be doing reception work/greeting customers, as well as learning how to process submissions and applications from insurance agencies.

This is an excellent way to get a feel for the industry and decide if you would like to start a career in it. The client will include an ORCA card as well.

Here’s what your day will look like:


• Meet quality measurement goals by delivering high quality service in answering incoming phone calls on multi-line phone system.

• Log in all visitors and guests information for building access via Workspeed on the Internet.

• Continually check and distribute all incoming faxes throughout the day.

• Data entry into production system (Riskman). Log in all incoming policies and clear submissions. Set up initial marketing folders for various broker teams, as requested.

• Set up renewal files 90 days prior to renewal date.

• Request loss runs from carrier 90-days prior to the expiration date of an existing policy, unless otherwise specified on the pre-renewal checklist. If loss runs information is not received within 14 days from request, contact the carrier. See requirements in QP 10-11.

• Follow procedures in QP 10-07 to handle incoming claims within 24 hours of receipt.


• 1-3 years office experience with heavy computer/phones/multi-tasking

• Desire to learn/any experience in commercial property/casualty & surplus lines insurance

• Exceptional organization, follow-up, communication, and interpersonal skills

• Exhibit good listening skills and a willingness to help and support others

• Advanced skill level in PC software (Word, Excel and other software, as required)

The company wants to hire Immediately. Please do not apply if you can’t go to work right away! Email your resume to or call 425-298-0278

Employee Benefits Account Manager

Insurance Resourcing
Eugene, OR
$45,000 to $60,000


If you have experience working in Employee Benefits (group medical, dental, vision and ancillary) in an agency or insurance carrier setting, or in a company benefit’s department, my client wants to talk to you.

My client is a growing full service independent insurance brokerage located in Eugene, OR. They are growing their Employee Benefits Department and need to add another account manager to the team. You will be splitting a book with two other seasoned account managers and be part of a team that supports three outside producers. You will handle a group account from marketing to spreading rates to the employee meeting. You will also handle daily service requests and be a claims advocate for your groups. Group sizes will vary greatly from 5 to 500 lives. The team has an assistant to help with small administrative tasks.

The client offers a good base salary, benefits that start 1st of the month after start date, vacation, retirement, and lots of growth/career opportunities.

Candidates need to have their OR L & H license and or be able to obtain it within 30 days, and have at least a couple of years working as an EB account manager at the agency, client, or carrier level. Any experience with large groups or self-funding plans/design is a huge plus. Need to be very comfortable with technology, spreadsheets, and able to work with customers face to face or online.

To apply, email your resume to or call 425-298-0278. Out of state candidates who are moving to the Eugene area within the next 45 days are welcome to apply.

Employee Benefits Account Manager with Commission paid on book growth

Insurance Resourcing
Portland, OR
$50K to $70K plus commissions


Are you an experienced Benefits Account Manager? Are you feeling overworked and under paid for your contributions? If you answered “yes” then maybe it is time to explore your options and talk with my insurance agency client!

My client is a full service independent insurance agency located in Multnomah County in Oregon. You will be working as an Account Manager in their Group Benefits Department. You will be supporting Benefits Producers who specialize in groups ranging from 20 to 150 lives. You will not have an assistant so you must be able to perform all parts of the renewal from start to finish including spread sheet analysis and employee benefit meetings. The book is all fully insured business. In addition to managing the renewal process, you will also market new business marketing and act as a claims advocate on behalf of your client groups.

The company provides a nice benefits package with 401K, generous profit sharing, free lunch/snacks, and free parking. This role allows for strong career growth and development. The office is spacious with state of the art computer systems. Salary is DOE and there is a commission for book growth than can range from $15,000 and up in addition to salary.

Position requires knowledge of local OR carrier markets, strong knowledge of Health Care Reform, 4+ years experience working as an Account Manager in an agency setting, and an OR Life and Health license. The ability to use Excel and Word at an intermediate level is also needed.

To apply email your resume to or call 425-298-0278.

Insurance Sales Rep with 4 weeks PTO and 100% paid benefits

Insurance Resourcing
Woodinville, WA
$50K to $55K + commissions


Are you are feeling under paid and under appreciated at your current agency interested in starting or continuing your insurance career, but don’t want to make cold calls, work weekends, or work on a 1099 basis, and you want a full time Mon to Fri job with a salary + commission and full benefits, keep reading!

My client is one of the top-rated insurance agencies in Washington, They are adding a new inside sales rep to their award winning team in Woodinville, WA. You will be a salaried W2 full time employee of the agency. They offer a guaranteed salary of at least $50K, an unheard of 4 weeks of PTO that accrues weekly, 100% paid medical/dental plan for the employee, a Gold’s Gym membership, and most importantly, a great family-friendly work culture.

You will be in a trusted advisor sales role. You will respond to walk-ins, call-ins, referrals, and other internet or mailing leads. Goal is to understand the client’s insurance needs, current policies, evaluate coverage gaps, and suggest a solid overall risk strategy that fits their needs and budget.

Current employees of the agency are averaging $55K to as much as $80K per year.

Soft skills needed are a long-term commitment to the area, desire to be a trusted agent and not just a slick sales person, great team spirit, positive attitude, desire to help the customer, and ability to educate the customer and suggest products and coverages that might be missing from their insurance portfolio.

Candidates need to have at least 1 year of agency experience and a P & C license; L & D is a plus, but not required initially. No job hoppers please. Local candidates are preferred, however, out of state candidates moving to the Seattle area within 30 days are welcome to apply.

Interviews are starting next week and they want to hire ASAP. This is a very rare opportunity with a very generous employer who has a positive, friendly team culture with lots of income and growth potential! Don’t miss out! This position will not last long. It is only open due to a staff relocation out of state.

To apply, email your resume to or call 425-298-0278.