Account Manager -

Personal Lines Job Location:

Hudson, WI, 54016, US or Eau Claire, WI, 54701,

US Job Category:

Insurance Sales Job Description:

Client is looking for a Personal Lines Account Manager to join our Hudson or Eau Claire office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients. Qualified candidates will be licensed and have 3+ years of personal lines experience. Responsibilities Prepares submissions and markets new/renewal business to appropriate carriers Responds to all day-to-day inquiries and service issues for assigned clients Provides coverage recommendations and collects exposures from clients and prospects Maintains agency management system with up-to-date and accurate information Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities Tracks, manages and documents open issues keeping the client and agent informed of status and resolution Quotes, analyzes, compares, and recommends coverage options for clients Manages renewal timeline to ensure timely execution of client decisions Prepares summaries of insurance, renewals, schedules, and proposals Reviews client contracts and policies for accuracy Supports Agents with new and renewal business presentations as needed Builds and maintains strong customer relationships through pro-active communication Communicates and educates clients on latest industry trends, issues, and changes Attends client meetings as required Requirements Required Knowledge and Skills ​ Knowledge of insurance products, rating, and underwriting procedures Practical knowledge of quoting process and tools Excellent verbal and written communication skills Strong analytical thinking, business acumen, and organizational skills Proficient computer skills including the ability to document and access information Ability to follow existing processes, procedures, and verbal instruction Ability to manage multiple priorities, accurately, efficiently, and independently Attention to detail and ability to complete tasks with a high degree of accuracy License and Certification Requirements Valid WI driver's license and acceptable driving history Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the

State of Wisconsin Pay:

$45,000.00 - $55,000.00 per year

Benefits:

401(k) Paid time off Application Question(s): How many years of personal lines insurance experience do you have? Do you currently hold an active Property & Casualty (P&C) license in Wisconsin? What types of personal lines accounts have you managed, such as homeowners, auto, umbrella, or other coverage? Do you have hands-on experience with quoting, submissions, renewals, and marketing new/renewal business to carriers? Have you worked directly with clients to review exposures, recommend coverage, and resolve service issues? Are you comfortable reviewing policies/contracts, comparing coverage options, and preparing insurance summaries or proposals? How much salary are you expecting for this role?

Work Location:

In person