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 lines 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
• 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

#ZR