Account Manager - Personal Lines

Spectrum Insurance Group is looking for a Personal Lines Account Manager to work in our Chippewa Falls, Wisconsin, office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.

Qualified candidates will be licensed and have 3+ years of personal lines experience.

Required Knowledge and Skills

 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 follow existing processes, procedures, and verbal instruction

 Ability to manage multiple priorities, accurately, efficiently, and independently

 Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements

 Valid WI driver's license and acceptable driving history

 Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

 Prepares submissions and markets new/renewal business to appropriate carriers

 Responds to all day-to-day inquiries and service issues for assigned clients

 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

 Communicates and educates clients on latest industry trends, issues, and changes

 Attends client meetings as required