Job Description

Our client Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin. We're a successful and established company that cares about our employees and clients. Spectrum Insurance Group is looking for a Personal Lines Account Manager for our Slinger office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.

Benefits

Paid Time Off (PTO)###Health Insurance###Dental Insurance###Vision Insurance###Life Insurance###Disability Insurance###Hands on Training###Tuition Reimbursement###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###Evenings Off###

Responsibilities

• Prepares submissions and markets new/renewal business to appropriate carriers.
• Provides coverage recommendations and collects exposures from clients and prospects.
• Maintains agency management system with up-to-date and accurate information.
• Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
• Tracks, manages and documents open issues keeping the client and agent informed of status and resolution.
• Quotes, analyzes, compares, and recommends coverage options for clients.
• Manages renewal timeline to ensure timely execution of client decisions.
• Prepares summaries of insurance, renewals, schedules, and proposals. 
• Reviews client contracts and policies for accuracy.
• Supports Agents with new and renewal business presentations as needed.
• Builds and maintains strong customer relationships through pro-active communication.
• Attends client meetings as required.

Requirements

• P&C license required with 3 years of Personal Lines experience.
• Knowledge of insurance products, rating, and underwriting procedures.
• Practical knowledge of quoting process and tools.
• Excellent verbal and written communication skills.
• Strong analytical thinking, business acumen, and organizational skills.
• Proficient computer skills including the ability to document and access information.
• Ability to manage multiple priorities efficiently and independently with attention to detail and a high degree of accuracy.
• Valid WI driver’s license and acceptable driving history.