Personal Lines Account Manager

2 weeks ago


Waukesha, Wisconsin, United States gpac Full time

Job Title: Personal Lines Account Manager

Are you ready to take your career in the insurance industry to the next level? Do you have a passion for helping clients protect what matters most to them? If so, we have an exciting opportunity for you to join our team as a Personal Lines Account Manager.

Responsibilities:

  • Manage a portfolio of personal lines insurance accounts, providing exceptional service to clients.
  • Review and assess client insurance needs, recommend coverage options, and prepare quotes.
  • Assist clients in claims processing, ensuring a smooth and efficient resolution.
  • Stay up-to-date on industry trends and insurance products to provide informed advice.
  • Build and maintain strong client relationships through regular communication.

Requirements:

  • Minimum of 1 year of personal lines insurance experience.
  • State insurance license (Property & Casualty).
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and organizational abilities.
  • Customer-centric mindset with a passion for helping others.
  • Ability to work independently and as part of a team.
  • Prefer experience managing a book of $2 Million.

Preferred Qualifications:

  • Bachelor's degree in Business, Finance, or a related field.
  • Experience with insurance software and CRM systems.
  • Willingness to pursue professional designations (e.g., CISR, CIC).

Full Benefits 70% Contribution to employee health plan, 3% match on simple IRA



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