Account Manager - Commercial Lines; Onalaska, WI

Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal.

Our dynamic and enjoyable culture is a cornerstone of our success.

Location: Onalaska, WI (onsite)

• Responsible for client service; respond timely to client service requests and identify problems and develop strategic solutions.
• Manage communications for new business quotes, renewals, policy changes, audits and billing.
• Understand complex exposures, including specialty product lines.
• Prepare applications, proposals and related items for existing and new business.
• Organize and prioritize workflows for assigned book(s) of business.
• Provide expert professional support to our Agent Owners and help grow and retain business.
• Assist with client management system and support administrative tasks and marketing projects.
• Work with sales professionals to review client exposures, loss experience, current coverages and recommend appropriate products and services on an annual basis.
• Utilize the agency management systems accurately and timely to enter and maintain all pertinent information.

• Minimum 3 years prior professional experience in Commercial Insurance.
• Excellent presentation skills, including verbal and written communication.
• Strong organizational, time management, analytical, judgment and decision‑making skills.
• Proficient in MS Office Suite.
• Licensed in Property & Casualty Insurance.
• Experience with Applied Epic preferred.
• Must be willing to work onsite in our Onalaska, WI office.

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Sales and Business Development
• Industry: Insurance

Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.