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Job Description Job Description
Benefits
Responsibilities
Requirements
Our client Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin. We're a successful and established company that cares about our employees and clients. Spectrum Insurance Group is looking for a Personal Lines Account Manager for our Slinger office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.
Benefits
Annual Base Salary Based on Experience
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
Responsibilities
- Prepares submissions and markets new/renewal business to appropriate carriers.
- 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.
- Attends client meetings as required.
Requirements
- P&C license required with 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 manage multiple priorities efficiently and independently with attention to detail and a high degree of accuracy.
- Valid WI drivers license and acceptable driving history.