Insurance Account Manager

5 days ago


Oak Creek, Wisconsin, United States BWO Insurance Full time
About Us:

BWO Insurance Group is a leading independent insurance agency with over three decades of experience in providing exceptional service to our community. Our commitment to fostering strong client relationships and delivering personalized solutions sets us apart from others in the industry.

Job Summary:

We are seeking a skilled Personal Lines Account Manager to join our team. As the primary point of contact for our clients, you will be responsible for managing their personal insurance accounts, ensuring their needs are met with excellence. Your role will involve addressing inquiries, processing policy changes, and providing personalized service to assist clients with policy selection, renewals, and claims.

Key Responsibilities:
  • Main Contact: Serve as the main contact for clients, managing their personal insurance accounts.
  • Client Inquiries: Respond promptly to client inquiries and provide solutions to their insurance needs.
  • Policy Changes: Assist clients with policy changes, renewals, and claims processing.
  • Education: Educate clients on insurance options and coverage to ensure they make informed decisions.
  • Record-Keeping: Maintain accurate client records and documentation.
  • Carrier Collaboration: Collaborate with underwriters and carriers to secure the best coverage for clients.
  • Account Monitoring: Monitor and follow up on client accounts to ensure timely renewals and payments.
  • Relationship Building: Develop and maintain strong relationships with clients to ensure high retention rates.
Qualifications:
  • Proven Experience: Proven experience as an account manager or in a similar customer service role within the insurance industry.
  • Product Knowledge: In-depth knowledge of personal lines insurance products (e.g., auto, home, renters, etc.).
  • Communication Skills: Strong communication and interpersonal skills.
  • Organizational Abilities: Excellent organizational and multitasking abilities.
  • Software Proficiency: Proficiency in insurance software and MS Office Suite.
  • Licensing: Ability to work independently and as part of a team. Licensed in Property and Casualty insurance (preferred).
Estimated Salary:

$65,000 - $85,000 per year, depending on experience and location.

Benefits:
  • Supportive Team Environment: A supportive team environment that fosters growth and development.
  • Opportunities for Growth: Opportunities for professional growth and development.
  • Competitive Compensation: Competitive compensation and benefits package.
  • Work-Life Balance: Commitment to work-life balance.
About BWO Insurance:

BWO Insurance Group is a family-owned business that has been serving our community for over 35 years. We pride ourselves on providing exceptional service and building strong relationships with our clients. If you are a motivated and detail-oriented individual who is passionate about delivering outstanding service, we encourage you to apply.



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