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Insurance Account Manager

2 months ago


Waukesha, Wisconsin, United States Group II LLC Full time
Account Manager Job Description

We are seeking an experienced Personal Lines Account Manager to join our team at Group II LLC. This is an exciting opportunity to work with a highly successful boutique insurance agency that offers a competitive salary and benefits package.

Key Responsibilities:
  • Maintain and build lasting relationships with Personal Lines clients
  • Quoting policy changes, rewriting existing policies, and reviewing renewals
  • Reporting claims to insurance company and acting as the liaison with clients
  • Communicate with Underwriters when necessary
  • Completion of client applications, certifications of insurance, and all related paperwork
  • Assisting clients with account billing questions, updating payment schedules, etc.
Requirements:
  • Wisconsin P&C License
  • Minimum of 4 years Personal Lines account management experience
  • Commercial Lines experience a plus
  • Strong technical skills including insurance related software
  • High level of professional savvy, extremely personable, and genuinely enjoys client interaction
  • Strong attention to detail, thorough follow-up, and highly organized

This is an incredible opportunity to work with a company that has explosive growth and offers a dynamic work environment. If you are a dedicated, hard working, and client-focused individual who thrives in a small and successful environment, we encourage you to apply.