Insurance Account Manager

4 weeks ago


La Crosse, Wisconsin, United States APR Full time

APR is seeking a licensed Personal Lines Account Manager to service a book of personal insurance accounts. The ideal candidate will respond to client calls about policy changes, updates, and coverage questions, and consult with clients on potential bundle saving opportunities.

Responsibilities:
  • Support and service a wide range of personal lines accounts
  • Support agency producers with customer service related tasks
  • Liaison between clients, producers, and insurance company representatives
  • Certificates, Endorsements, Binders, and first Claims
  • Marketing, quoting, rating of new client business and account renewals

Requirements:

  • Property & Casualty Insurance License Required
  • Experience with Auto, Home, boat etc. policies
  • Minimum 3-5 years Independent Agency experience
  • Knowledge of Microsoft Excel, Word, and related software
  • Experience using Applied Agency Management System (TAM or EPIC or AMS 360) is strongly preferred
  • Experience with high net worth clients is a plus

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