Insurance Specialist

5 days ago


La Crosse, Wisconsin, United States APR Full time
Job Overview

We are seeking a licensed Insurance Specialist to manage a book of personal insurance accounts at our La Crosse, WI location.

Responsibilities
  • Support and service a wide range of personal lines accounts, including auto, home, and boat policies.
  • Collaborate with agency producers to provide timely and professional client service.
  • Liaise between clients, producers, and insurance company representatives to resolve policy-related queries.
  • Process certificates, endorsements, binders, and first claims efficiently.
  • Develop and implement marketing strategies to quote and rate new client business and account renewals.
Requirements
  • Property & Casualty Insurance License is mandatory.
  • Prior experience with Auto, Home, and Boat policies is necessary.
  • A minimum of 3-5 years of Independent Agency experience is required.
  • Familiarity with Microsoft Excel, Word, and related software is essential.
  • Experience with Applied Agency Management Systems (TAM or EPIC or AMS 360) is highly desirable.
  • Knowledge of high net worth clients is an added advantage.

Estimated Salary: $65,000 - $85,000 per year, plus benefits.



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