Description

We are excited to invite applications for the role of Personal Lines Account Manager! We are looking for a friendly and dedicated individual to join our team and help us provide exceptional service to our personal insurance clients. In this role, you will manage a diverse portfolio of personal insurance accounts, ensuring that our clients receive the support and guidance they need.

Company Culture and Environment

We foster a supportive and client-centric environment where team members are encouraged to provide outstanding service and build strong relationships with clients.

Career Growth and Development Opportunities

We are committed to supporting career advancement and professional development for our employees, providing pathways for growth within the organization.

Detailed Benefits and Perks

In addition to competitive compensation, we offer a range of benefits to support our employees, including comprehensive health care options and opportunities for professional growth.

Compensation and Benefits

• Salary: \(60,000 - \)80,000 based on experience
• Comprehensive health benefits
• Opportunities for professional development
• Supportive work environment

Why you should apply for this position today

If you are passionate about providing excellent service and are looking to grow your career in a supportive environment, we would love to hear from you!

Skills

• Valid Property & Casualty Insurance License
• Experience with auto, home, boat, and recreational insurance policies
• Proficient in Microsoft Excel, Word, and related software applications
• Familiarity with agency management systems such as Applied (TAM or EPIC) or AMS 360
• Strong customer service orientation and communication skills
• Experience working with high net worth clients is a plus

Responsibilities

• Provide outstanding support and service for a variety of personal lines accounts.
• Assist agency producers with customer service tasks to enhance client satisfaction.
• Handle incoming sales inquiries with professionalism and care.
• Identify opportunities for cross-selling and account rounding to ensure clients have the right coverage.
• Act as a liaison between clients, producers, and insurance company representatives.
• Manage the preparation of certificates, endorsements, binders, and assist with first claims.
• Engage in marketing, quoting, and rating for new client business and account renewals.

Qualifications

• Minimum of 3-5 years of experience in an independent insurance agency
• Proven experience in insurance sales and account management
• Familiarity with cross-selling and account rounding techniques

Education Requirements

• High school diploma or equivalent required
• Bachelor’s degree preferred

Education Requirements Credential Category

• Professional licensing in Property & Casualty Insurance is required.

Experience Requirements

• Minimum of 3-5 years in insurance account management
• Experience with high net worth clients is advantageous.

Why work in Eden, WI

Eden, WI, offers a peaceful and community-oriented atmosphere, making it an ideal place to live and work. With beautiful surroundings and a friendly community, you will enjoy a balanced lifestyle that supports both personal and professional growth.