Personal Lines Account Manager and Client Advocate

1 week ago


Stoughton, Wisconsin, United States World Insurance Associates, LLC. Full time
About the Role

This is an exciting opportunity to support the Account Executive in managing client relationships and ensuring seamless service delivery. The successful candidate will work closely with insurance producers to meet client needs, assist Account Managers in effectively managing a high volume of work, and handle policy changes, renewals, and claims.

Key Responsibilities:

  • Collaborate with insurance producers to provide exceptional client service
  • Support Account Managers in efficiently managing their workload, ensuring timely completion of tasks
  • Process policy changes, including adding or replacing vehicles, mortgagee changes, and coverage modifications
  • Handle renewals, service requests, claims, billing, and new policies
  • Review applications, policies, endorsements, and audits for accuracy
  • Coordinate expiration lists with department managers to obtain renewal business information
  • Bld positive relationships with clients, delivering high levels of advocacy, excellent service, and professional communication

About You

We are seeking a highly motivated and organized individual with a strong background in personal lines account management or support. Key qualifications include a Bachelor's degree or equivalent work experience, two years of personal lines account management or support experience, a Property & Casualty License, and proficiency in Microsoft Office (Word, Excel, and PowerPoint).

What We Offer

  • A competitive salary range of $55,000 - $65,000 per year
  • A dynamic and supportive work environment
  • Ongoing training and development opportunities
  • The chance to grow your career in a rapidly expanding organization

About World Insurance Associates

At World Insurance Associates, we celebrate diversity and inclusion. We believe that our differences make us stronger and more innovative. As an equal opportunity employer, we welcome applications from individuals who share our values and are passionate about delivering exceptional client service.



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