Harrison Gray Search is looking for an experienced Commercial Lines Account Manager to join an insurance agency client of ours located in Wausau, Wisconsin with hybrid flexibility. 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 commercial experience. 

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
• Flexible Spending Accounts
• Short and Long Term Disability
• Accident and Critical Illness Insurance
• Long Term Care Insurance
• Identity Theft Protection
• Paid Holidays
• Paid Time Off
• 401K Plan

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