Commercial Customer Account Manager

2 weeks ago

Wausau WI, United States Harrison Gray Search Full time

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.

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.
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.
Maintains and updates agency management system.
Proficient computer skills including the ability to document and access information
Ability to manage multiple priorities, accurately, efficiently, and independently
Current Property & Casualty Resident Intermediary Licensure


Full-Time
~ Health Insurance
~ Dental Insurance
~ Life insurance
~ Flexible Spending Accounts
~ Short and Long Term Disability
~ Paid Holidays
~

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