What are the responsibilities and job description for the Personal Lines Account Manager position at Richards Insurance?
Location: Beaver Dam
Employment Type: Full-Time
About Us: At Richards Insurance, we’re more than just an insurance agency; we're insurance agents dedicated to providing financial protection to what matters most to our clients. Our team values professionalism, collaboration, and a positive, client-focused culture. We’re looking for a knowledgeable and detail-oriented Personal Lines Account Manager/Account Executive to join our growing team.
Position Overview:
The Personal Lines position provides exceptional service and support to our clients. This role is responsible for managing daily service requests, maintaining policy accuracy, assisting with renewals, and ensuring that every client interaction reflects our commitment to excellence.
Key Responsibilities:
- Serve as the primary point of contact for clients, handling policy changes, billing questions, and general inquiries.
- Process requests and documentation accurately and in a timely manner.
- Communicate with insurance carriers regarding coverage and policy updates.
- Maintain thorough and organized client files within the agency management system.
- Develop and retain business through proactive service and relationship management.
- Ensure compliance with agency procedures and industry regulations.
- Contribute to a positive team environment and support agency growth initiatives.
Qualifications:
- Personal Lines insurance experience in a customer service or account management role (preferred).
- Property & Casualty Insurance license, preferred or willing to obtain within 90 days of hire
- Knowledge of insurance products, coverages, and underwriting guidelines.
- Excellent communication, problem-solving, and organizational skills.
- Proficiency with agency management systems (e.g., Applied Epic, AMS360, or similar) and Microsoft Office Suite.
- Ability to work both independently and collaboratively in a fast-paced environment.
What We Offer:
- Competitive compensation and benefits package
- Paid time off and holidays
- Continuing education and professional development opportunities
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person; Beaver Dam, WI