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Commercial Lines Account Executive | Client Manager

APR
Green, WI Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 4/8/2025

Job Description

Job Description

Job Location : Green Bay, WI

Job Title : Client Service Manager | Commercial Lines

Commercial Lines Account Manager | Focusing on Small to Middle Market Clients

Flexible Work Arrangement : Embrace the future of work with our fully remote option, tailored for the exceptional candidate. Occasional office visits meld the best of both worlds.

Your Role : As a guardian of our select small business clientele, you'll be the cornerstone of their insurance experience. Your mission is to manage, consult, and grow a dedicated book of business. This involves :

  • Client Relationship Mastery : Nurturing and expanding existing relationships through expert consultation. Your advice on coverage will be invaluable, and your skill in identifying cross-sell and up-sell opportunities will drive our mutual success.
  • Operational Excellence : Efficiently managing renewals, document issuance, and all aspects of account servicing within strict timelines. Your attention to detail will ensure seamless operations.
  • Strategic Engagement : Handling non-renewals, cancellations, and renewals like a pro. You'll also flex your marketing muscle, preparing submissions that resonate.

Who You Are :

  • A seasoned pro with 3-6 years in commercial insurance account servicing .
  • Proud holder of a P&C license , with a deep dive knowledge of insurance products and documentation.
  • A tech-savvy individual with prowess in Word, Excel, Outlook , and ideally, Applied / EPIC / TAM AMS360.
  • An independent yet collaborative team player, open to continuous learning, with a college degree or equivalent industry designations.
  • Why Us :

  • Investment in You : Generous 401K, continuous educational support, and ample career development opportunities.
  • Flexibility : Hybrid schedules to balance your professional and personal life.
  • Growth : A role that expands and evolves with you.
  • Compensation :

  • We believe in fair and competitive compensation. For this role, the salary range is $65,000 to $100,000 , commensurate with your experience, skills, and certifications.
  • Salary : $65,000 - $100,000

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