Personal Insurance Account Manager

2 weeks ago


Milwaukee, United States Budzisz Agency, a part of BWO Insurance Full time
Job DescriptionJob Description

We’re looking for a personable, enthusiastic Personal Insurance Account Manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence. Sound like a job you’ll love? Apply now

Compensation:

$53,500 yearly

Responsibilities:
  • Retain existing customers by providing excellent customer experiences
  • Help Budzisz Agency grow by using techniques to sell insurance products to new customers
  • Become familiar with accounts and claim activity
  • Proactively cross-sell to provide additional coverage to existing customers
  • Prepare quotations and applications to close sales
  • Manage assigned accounts including marketing to carriers, binding coverage, issuing renewals, producing evidence of insurance, etc.
  • Help maintain common workflow
  • Troubleshoot claims and billing issues
  • Develop new business from existing accounts and assigned leads and contribute to meeting production goals
  • Appropriately documents conversations with clients and carrier representatives and updates all agency systems when necessary
  • Complete other duties as assigned
Qualifications:
  • We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
  • Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided
  • Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
  • Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
  • Must have very strong follow up, written and verbal communication skills and problem-solving skills
About Company

Budzisz Agency, a part of BWO Insurance, is a third-generation family-run agency that provides commercial, personal, life, and health insurance services.


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