What are the responsibilities and job description for the Account Manager - Commercial Lines (Onalaska, WI) position at Robertson Ryan Insurance?
Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!
Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 65,000 clients, from small businesses to major national accounts across various industries. With a team of more than 490 professionals and partnerships with over 150 insurance companies, we are the 48th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm!
Commercial Lines Account Manager:
As an experienced Account Manager in Commercial Lines, you will have the primary responsibility of managing customers' service needs. Provide proactive day to day client service by responding to client inquiries and issues in a timely manner. Create new and renewal proposals for prospects and clients. Serving as the customer’s sounding board, and liaison for insurance needs, you will help prepare, deliver, and maintain their custom insurance programs.
As an experienced Account Manager in Commercial Lines, you will have the primary responsibility of managing customers' service needs. Provide proactive day to day client service by responding to client inquiries and issues in a timely manner. Create new and renewal proposals for prospects and clients. Serving as the customer’s sounding board, and liaison for insurance needs, you will help prepare, deliver, and maintain their custom insurance programs.
- This is an onsite position for our Onalaska, WI office.
Major Responsibilities:
- Responsible for client service. Respond timely to client service requests as well as identify problems and develop strategic solutions.
- Manage communications for new business quotes, renewals, policy changes, audits and billing.
- Understand complex exposures including specialty product lines.
- Prepare applications, proposals and related items for existing and new business.
- Organize and prioritize workflows for assigned book(s) of business.
- Provide expert professional support to our Agent Owners and help grow and retain business.
- Assist with client management system and support administrative tasks and marketing projects.
- Work with sales professionals to review client exposures, loss experience, current coverages and recommend appropriate products and services on an annual basis.
- Utilize the agency management systems in an accurate and timely manner to enter and maintain all pertinent information.
Knowledge, Skills and Abilities:
- 3-5 years prior professional experience in Commercial Insurance service working with “middle market” to "large market" sized clients with a record of providing an exceptional experience.
- Experience handling a large generalist book of business (preferred).
- Excellent presentation skills, including verbal and written communication.
- Strong organizational, time management skills and strong analytical, judgment, and decision-making skills.
- Proficient in MS Office Suite.
- Licensed in Property & Casualty Insurance
- Applied Epic experienced preferred.
- Must be willing to work onsite in our Onalaska, WI office.
EEO/AA Statement: Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.
