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Personal Lines Insurance Account Manager

Mid-State Insurance
Mequon, WI Full Time
POSTED ON 1/12/2025
AVAILABLE BEFORE 2/6/2025

Company Description

Mid-State Insurance is an independent insurance agency located in Mequon, Wisconsin, servicing clients in Wisconsin and northern Illinois. We offer a wide range of insurance products and services, including Business insurance, Auto and Homeowners insurance, Life insurance, Health insurance, and Employee Benefits. Our goal is to provide the best value through top-rated companies while delivering exceptional service to our clients.


Role Description

This is a full-time on-site role for a Personal Lines Insurance Account Manager at Mid-State Insurance in Mequon, WI. The Account Manager will be a fully licensed insurance professional, responsible for servicing incoming requests from existing clients, advising on coverage questions, billing inquiries, policy changes, claims, account rounding and more.


Qualifications

  • Licensed insurance professional
  • Experience in an independent agency model (working with multiple carriers)
  • Account Management and Customer Service skills
  • Experience with Personal P&C Insurance
  • Knowledge of Insurance policies and regulations
  • Strong communication and interpersonal skills
  • Detail-oriented and organized approach to work
  • Ability to work effectively in a team environment
  • Proactive mindset to seek out answers independently
  • Bachelor's degree in Finance, Business, or related field preferred but not required


Continued Growth Opportunities

  • Regular collaboration with highly experienced peers
  • Sponsorship for license maintenance and additional certifications as appropriate
  • Organizational structure empowering employees to grow in their careers, responsibilities, and impact


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