Personal Lines Account Manager
$45,000–$55,000 year
On-siteHudson, Wisconsin, United States
Job Summary
Prepare submissions and market new and renewal business to appropriate insurance carriers while acting as the primary contact for day-to-day inquiries, coverage recommendations, and service issues for assigned accounts. Quote, analyze, and compare coverage options to provide tailored recommendations, then keep the agency management system meticulously updated with accurate client and policy information. Serve as the bridge between clients, vendors, and carriers to resolve complex issues, manage renewal timelines, and prepare insurance summaries, renewal documents, schedules, and proposals. Foster long-term client relationships through proactive communication and by educating clients on coverage options and industry trends. Assist producers with new and renewal business presentations as needed. This role supports a leading independent insurance agency with 19 offices throughout Wisconsin, offering career advancement and ongoing training.
Required Qualifications
- 1+ years of experience in personal lines insurance
- Strong understanding of personal insurance products, rating structures, and underwriting procedures
- Experience using insurance agency management systems and carrier quoting platforms
- Excellent verbal and written communication skills
- Strong organizational skills, analytical thinking, and the ability to manage multiple priorities accurately
- Ability to work independently while collaborating effectively with the team
- Valid Wisconsin driver's license with an acceptable driving record
- Current Wisconsin Property & Casualty Resident Intermediary License (or the ability to obtain one immediately upon hire)
- Monday – Friday schedule with no weekends
Desired Qualifications
- Licensed insurance professional with personal lines experience
- Passion for client relationships
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