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

Annual Base Salary Based on Experience

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.

Requirement

• 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.
• 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 drivers license and acceptable driving history.

Last updated : 2024-06-08