.. support along the way and get you on the road as soon as your registration is processed. Requirements to Drive: Meet the minimum age to drive in your city Have at least one year of licensed driving experience in the US (3 years if you are under 25 years old) Use an eligible 4-door vehicle You consent .. read more
Job Description Job Description
Harrison Gray Search has partnered with an Insurance Agency in Slinger, WI seeking a Personal Lines Account Manager. Our client is one of the largest independent insurance agencies in Wisconsin. This position 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 linesexperience.
Responsibilities
- Act as primary contact for all day-to day service issues and other inquiries for assigned clients.
- Act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
- Track, manage and document open issues keeping the client and agent informed on status and resolution.
- Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.
- Quote, analyze and compare health, individual and ancillary quotes.
- Manage renewal timeline to ensure timely execution of client decisions.
- Prepare summaries of insurance, schedules, and proposals as needed for account review.
- Review client contracts and policies for accuracy.
- Support Agents as needed with new and renewal business presentations.
- Coordinate enrollment and information meetings between client and carrier.
- Maintains and updates agency management system.
- Builds relationship with clients through pro-active communications.
- Communicates and educates clients on latest trends, concerns and changes in the industry.
Requirements
Required Knowledge and Skills
- 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
License and Certification Requirements
- Current Property & Casualty Resident Intermediary Licensure
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Short and Long Term Disability
- Hands-on Training
- Tuition Reimbursement
- Paid Holidays
- Paid Time Off
- 401K Plan
- M-F Schedule
- Evenings off
- Career growth opportunities
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