Account Manager - Personal Lines

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Global

Stevens Point, WI $45,000.00-$55,000.00

Our client is looking for a Personal Lines Account Manager to join our Stevens Point 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.

• 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

• 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

• 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

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Tuition Reimbursement
• Mon‑Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Marketing
• Industries:
  Staffing and Recruiting