What are the responsibilities and job description for the Account Manager - Personal Lines position at W3Global?
Job Overview
Our client is looking for a Personal Lines Account Manager to join our Stevens Point 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.
Requirements
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
Responsibilities
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
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Our client is looking for a Personal Lines Account Manager to join our Stevens Point 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.
Requirements
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
Responsibilities
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
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off