General Overview:

The Insurance Account Manager performs many insurance services related to a wide range of coverages, including personal lines insurance, commercial lines insurance, health insurance and life insurance. The account manager ensures that various processes, including policy management, billing, and claims are executed proficiently for all Waycrosse family clients.

Key Areas of Responsibility:

• Client account management of all lines of insurance including reviewing the individual insurance needs of the clients, making recommendations, and soliciting proposals for the desired coverage through multiple brokerage firms.
• Conducting annual renewal review meetings with brokerage firms; reviewing renewal proposals and policies; providing an annual insurance review for each client.
• General administration of the insurance program including: oversight of claims handling; coverage changes, additions, deletions, and premium payments.
• Lines of insurance managed include but are not limited to personal and commercial lines of insurance, health insurance, and life insurance.

Professional Qualifications:

• 5 -10 years experience with personal and commercial lines of insurance preferred but not required.
• Minimum 2-year degree required, undergraduate degree preferred.
• Minnesota property and casualty license preferred but not required.
• Proficiency using Microsoft Office products which include Outlook, PowerPoint, Excel, Word, OneNote, Teams and Zoom.
• Salesforce experience preferred but not required.
• Strong organizational skills and ability to multi-task.
• Ability to build and maintain relationships with clients, brokers, consultants, claims adjusters, and and Waycrosse staff with a high service aptitude.
• Ability to effectively manage outside relationships including brokers, consultants and claims adjusters. Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.
• Insurance experience of 5 -10 years preferred but not required.
• Minimum 2-year degree required, undergraduate degree preferred.
• Superior interpersonal and written communication skills.
• Adaptable, dependable and detail oriented.
• Must maintain a high level of confidentiality and discretion in handling sensitive ity of information.
• Must display positive attitude in managing interactions with others inside and outside the company.
• Must be a self starter and work effectively as a part of a team.

Working Conditions:

The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common.

Hybrid Work Environment:

We are currently in a hybrid work environment where employees are required to be in the office on Wednesday and may flex 2 additional days for a total of 3 days in office and 2 days remote. Remote work must be in MN. On occasion and with approval you may work from a different location other than MN.

This work arrangement is subject to change and is at the discretion of Waycrosse.

Company Overview

Established over 50 years ago, Waycrosse, Inc.is a single-family office based in Wayzata, MN. We provide comprehensive wealth management services to our clients including facilitating legal services, tax, insurance, and investments. We are passionate about being the most trusted partner to our clients and look for individuals who can deliver outstanding customer service with the utmost confidentiality. If you are looking for a workplace that fosters an inclusive culture, strives to attract, develop and retain top caliber talent through competitive rewards, while ensuring alignment with our values and achievement of our mission we would love to meet you.

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Ability to Relocate:

• Wayzata, MN 55391: Relocate before starting work (Required)

Work Location: Hybrid remote in Wayzata, MN 55391