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BwoinsurancePosted 26 months ago

Personal Lines Insurance - Account Manager

On-siteOak Creek, Wisconsin, United States

Full Time

Job Summary

Manage client personal insurance accounts as the primary point of contact, responding promptly to inquiries and providing solutions. Assist clients with policy changes, renewals, and claims processing while educating them on coverage options to ensure informed decisions. Maintain accurate records, collaborate with underwriters to secure optimal coverage, and monitor accounts for timely renewals and payments. Develop relationships to drive retention and generate new business through referrals and direct client acquisition. Requires P&C license, insurance product knowledge, and proficiency in insurance software.

Required Qualifications

  • Proven experience as an account manager or in a similar customer service role within the insurance industry
  • In-depth knowledge of personal lines insurance products (e.g., auto, home, renters, etc.)
  • Strong communication and interpersonal skills
  • Excellent organizational and multitasking abilities
  • Proficiency in insurance software and MS Office Suite
  • Ability to work independently and as part of a team
  • Licensed in Property and Casualty insurance

Desired Qualifications

  • Detail-oriented with a high level of accuracy
  • Proactive problem-solver
  • Customer-focused with a passion for delivering exceptional service
  • Strong ethical standards and integrity

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