Are you a people-focused insurance professional who thrives in a fast-paced, client-centered environment? Are you interested in developing your skills and furthering your career?
We're looking for an experienced Personal Lines Account Manager to join our storefront office in Springfield, Oregon. This is a dual service-and-sales role — you'll own the day-to-day relationship with your personal lines clients while also actively growing the book of business through new policy sales, cross-selling, and community referrals.
If you're someone who genuinely enjoys client interaction, thrives in a fast-paced office environment, and takes pride in doing insurance right, this role was built for you.
Key Responsibilities - What You'd Do:
- Service a book of personal lines accounts — renewals, endorsements, cancellations, and everything in between — with accuracy and care
- Market, quote, and sell new personal lines policies to walk-in prospects, referrals, and existing clients
- Identify cross-sell and account rounding opportunities within the existing book
- Build and maintain lasting client relationships through same-day responsiveness, clear communication, and face-to-face service
- Prepare applications, submit to carriers, follow underwriting requirements, and verify issued policies
- Maintain client files in Epic and adhere to documentation and E&O standards
- Handle office operations including incoming mail, client payments, and supporting walk-in traffic flow
Job Requirements - What You'd Bring:
- Minimum 3 years of personal lines insurance experience
- Active Oregon Property & Casualty license (additional state licenses a plus) or the ability to obtain one
- Strong working knowledge of personal lines underwriting, coverage, and rating
- Proven ability to sell and market personal lines products
- Excellent written and verbal communication skills
- High attention to detail with the ability to manage multiple priorities
- Comfortable with technology — Microsoft 365, agency management systems (Epic experience a plus)
- Dependable, self-motivated, and a true team player
- High school diploma or equivalent
Who We Are?
Rod Dunlap Insurance, powered by LaPorte Insurance, is an independent agency with roots in Oregon going back to 1979. We're a people-first organization — that goes for our clients and our team. Our work is guided by six core values:
- SERVICE: We are genuinely invested in the success of our clients, colleagues, and community.
- EXCELLENCE: We strive for the highest quality in every aspect of our work.
- COMPASSION: We lead with empathy and respect for every person and every situation.
- INTEGRITY: We do the right thing, even when it’s hard.
- OWNERSHIP: We honor our commitments and take responsibility for our actions.
- COURAGE: We embrace change and advocate boldly for our clients and each other.
Compensation & Benefits
Salary: We offer a market-competitive salary with opportunity for growth.
Work Environment: In Person
Company Pays for:
- Medical Insurance
- Dental Insurance ($1,500 annual limit)
- Vision Insurance
- Group Life Insurance (1x salary, up to $50,000)
- Long-Term Disability Insurance
Optional Benefits
- Short-Term Disability
- Accident, Hospital, and Critical Illness Coverage
- Additional Life Insurance (employee, spouse, children)
- Whole Life Coverage
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Dependent Care Account
Additional Perks:
- 401(k) Match: 3.5% match on a 6% contribution
- 5 Sick Days, 2 Personal Days, 2 Weeks’ Vacation
- Paid Continuing Education (CIC or other certifications)
- Paid Costco Membership
Join Us
You’ll find a supportive team, opportunities for growth, and a culture that values your voice and your impact. Ready to Make a Difference? If you’re passionate about helping clients succeed, thrive on collaboration, and want to grow your career with a values-driven agency, we want to meet you!
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
