Personal Lines Account Manager

Personal Lines Account Manager

Seeking a Personal Lines Account Manager to support clients and agents by managing personal lines accounts, providing coverage guidance, handling renewals, and delivering high quality customer service.

Responsibilities:

• Prepare submissions and market new and renewal business to appropriate carriers
• Respond to day to day client inquiries and service issues
• Collect client exposures and provide coverage recommendations
• Maintain accurate and up to date information in the agency management system
• Coordinate with clients, vendors, and carriers to resolve issues
• Track and document open issues and provide status updates
• Quote, analyze, compare, and recommend coverage options
• Manage renewal timelines and ensure timely execution of client decisions
• Prepare insurance summaries, renewals, schedules, and proposals
• Review client contracts and policies for accuracy
• Support agents with new and renewal business presentations
• Build and maintain strong client relationships through proactive communication
• Educate clients on industry trends, issues, and changes
• Attend client meetings as required

Requirements:

• 3+ years of personal lines insurance experience
• Current Property & Casualty license or ability to obtain a Wisconsin Property & Casualty Resident Intermediary license
• Valid driver's license and acceptable driving history
• Knowledge of insurance products, rating, and underwriting procedures
• Practical knowledge of quoting processes and tools
• Strong verbal and written communication skills
• Strong analytical, organizational, and business skills
• Proficient computer skills
• Ability to manage multiple priorities accurately and independently
• Strong attention to detail

Benefits:

• Paid Time Off
• Health, dental, and vision insurance
• Life and disability insurance
• Hands on training
• Tuition reimbursement
• Monday through Friday schedule
• Career growth opportunities
• Retirement plan
• Evenings off