253.756.2000
Client Portal
253.756.2000
Client Portal
Careers
Our Company Values
Our core values drive the culture of PHE. It’s the heart of who we are as a company and how we operate. Check out the list and descriptions of our core values below:
INTEGRITY – Do the right thing, always. Hold yourself and your teammates to the highest standards.
OWNERSHIP – Take pride, and ownership in your work. Manage your time responsibly and honor your commitment to deliver service that elevates the client experience.
EXCELLENCE – Strive for success and improvement. Embrace a growth mindset. Celebrate your wins, personally and professionally.
Learn more about our company and team:
Current Openings.
Personal Lines Account Manager II
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 role is ideal for an experienced insurance professional who is ready to apply their expertise in policy servicing, client retention, and risk assessment. You will work closely with clients, insurance carriers, and internal teams to ensure seamless account management and proactive policy solutions. If you thrive in a client-facing role and enjoy problem-solving, this is a great opportunity to advance your career.
You Will:
- Manage a book of business proactively addressing client needs.
- Conduct proactive account reviews to identify coverage gaps and risk exposure.
- Provide expert guidance to clients on policy options, endorsements, and renewals.
- Handle claims inquiries, certificates of insurance, premium audits, loss control recommendations and billing issues with professionalism.
- Proactively assess risk exposure, recommend tailored coverage solutions, and identify cross-sell opportunities to optimize client protection.
- Collaborate with underwriters and carriers to ensure appropriate policy placement and strong company relationships.
- Maintain accurate records in the agency management system. Timely document all client interactions.
- Conduct renewal review calls to evaluate client’s current coverage needs, discuss market conditions, and identify any coverage 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 skills.
- Ability to manage multiple client accounts independently and communicate professionally across all mediums.
Read the Full Job Description and Apply to This Opportunity HERE
Personal Lines Senior Account Manager III
As a Personal Lines Senior Account Manager III, you will be a highly skilled insurance professional responsible for managing complex accounts with minimal oversight. In this senior-level role, you will be the go-to expert for client service, policy management, and risk assessment. You will take an active leadership role in mentoring junior team members, optimizing processes, and driving client retention and growth. If you are passionate about building strong client relationships and making a meaningful impact, this is the perfect role for you.
You Will:
- Independently manage a book of business with high-value accounts.
- Assess complex risk scenarios, recommend strategic coverage solutions, and guide clients through claims resolution.
- Conduct in-depth account reviews to identify gaps in coverage and opportunities for additional protection.
- Serve as a trusted advisor to clients, helping them navigate complex insurance solutions.
- Lead client meetings and strategic planning sessions to enhance client retention and satisfaction.
- Act as a senior resource for Account Managers, leading training initiatives and coaching on complex account scenarios.
- Lead business growth efforts by proactively identifying upsell and cross-sell opportunities, developing client expansion strategies, and ensuring multi-line policy consolidation.
- Work collaboratively with carriers and underwriters to negotiate and secure the best policy terms for clients.
Basic Qualifications:
- 8+ years of experience in insurance account management.
- Proven track record of managing complex or high-value accounts with minimal supervision.
- Proven leadership and mentorship abilities.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional client service and relationship-building capabilities.
Read the Full Job Description and Apply to This Opportunity HERE