Personal Lines Insurance Account Manager

8 hours ago


Arlington Heights, Illinois, United States Joseph M. Wiedemann and Sons, Inc. Full time
Job Title: Personal Lines Insurance Account Manager

We are seeking a highly skilled and experienced Personal Lines Insurance Account Manager to join our team at Joseph M. Wiedemann and Sons, Inc. in the Chicago area.

Job Summary:

The Personal Lines Insurance Account Manager will be responsible for the day-to-day maintenance and servicing of assigned Personal Lines accounts, including marketing and placement of new and existing accounts, achieving retention goals, and delivering exceptional client service.

Key Responsibilities:
  • Perform annual review and risk exposure analysis of renewal policies to ensure proper coverage.
  • Maintain client files and ensure proper documentation, processing all policies, endorsement changes, certificates of insurance, and other activities according to agency procedures and timelines.
  • Respond to client inquiries, incoming emails, mail, and company requests in accordance with agency guidelines.
  • Review all items to be processed to ensure they were received as ordered.
  • Participate in courses for insurance and sales skills, maintain current knowledge of underwriting requirements, and stay up-to-date with industry trends.
  • Participate in special projects at management's request.
Requirements:
  • 3+ years of experience with an independent insurance agency in a front-facing customer service role.
  • Current Illinois State Property & Casualty License.
  • Extensive knowledge of all lines of personal insurance, including standard and specialty lines markets.
  • Thorough knowledge of brokerage operations, including risk assessment, claims handling, and understanding of carrier/agency/customer relationships.
  • Experience operating in an electronic environment, with a heavy emphasis on phone/email communication.
  • Proficient with Microsoft Office (Outlook, Word, Excel, Teams) and PDF document handling.
  • Experience with multiple carriers' proprietary rating systems and comparative rating.
  • Excellent verbal and written communication skills.
  • Devoted attention to detail and advanced time management/organization skills.
  • High degree of self-motivation and self-direction.
Compensation and Benefits:

$50,000 - $85,000 (based on years of experience and a proven track record for delivering excellent customer service). Additional bonuses/commissions earned on self-produced business. 401(k) match on first 4%. Full range of available benefits, including medical, dental, vision, disability, and life insurance. Paid Time Off. Hybrid Remote Work.

About Us:

We work hard and love what we do. 37 1⁄2-hour workweeks. We've been around for 90 years and are looking for people to join our team as we go to the next level. Local independent insurance agency serving families and businesses in the Chicago area.



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