Personal Lines Account Manager

Account Manager - Personal Lines

Harrison Gray Search has partnered with a leading independent insurance agency to find a skilled Personal Lines Account Manager for their office in Slinger, WI. In this role, you will work side-by-side with a dedicated team of agents to deliver exceptional customer service and account support to individual and group clients. If you are a licensed insurance professional with personal lines experience and a passion for client relations, we want to hear from you.

Job Details

• Job Type: Full-Time
• Schedule: Monday Friday
• Work Location: Slinger, WI (On-site / Non-Remote)

Key Responsibilities

• Market Placement: Prepare submissions and market new and renewal business to appropriate insurance carriers.
• Client Support: Act as the primary contact for day-to-day inquiries, coverage recommendations, and service issues for assigned accounts.
• Quoting & Analysis: Quote, analyze, and compare coverage options to provide tailored recommendations and collect client exposure data.
• Account Maintenance: Keep the agency management system meticulously updated with precise client and policy information.
• Liaison & Advocacy: Serve as the bridge between clients, vendors, and carriers to resolve complex issues and streamline processes.
• Pipeline Management: Manage renewal timelines to ensure timely execution, and track open issues to keep both agents and clients fully informed.
• Documentation: Prepare thorough summaries of insurance, renewals, schedules, and proposals while reviewing policies for strict accuracy.
• Sales Support: Assist agents with new and renewal business presentations as needed.
• Relationship Building: Foster long-term client relationships through proactive communication and by educating clients on current industry trends.

Requirements & Qualifications

• Experience: 1+ years of experience specific to personal lines insurance.
• Industry Expertise: Strong understanding of personal insurance products, rating structures, and underwriting procedures.
• Technical Savvy: Practical knowledge of insurance quoting tools and proficiency in documenting information within data systems.
• Communication: Exceptional verbal and written communication skills.
• Operational Excellence: High attention to detail, strong analytical thinking, and sharp business acumen.
• Autonomy: Proven ability to manage multiple competing priorities efficiently, accurately, and independently while following established workflows.

License and Certification Requirements

• Driver's License: A valid Wisconsin driver's license with an acceptable driving history.
• Insurance License: Current Wisconsin Property & Casualty Resident Intermediary license (or the immediate ability to obtain one).

Benefits & Perks

• Health & Wellness: Comprehensive Health, Dental, and Vision insurance plans.
• Financial Security: Retirement plan, Life insurance, and Disability insurance.
• Work-Life Balance: Generous Paid Time Off (PTO) and a predictable weekday schedule.
• Professional Growth: Hands-on training, tuition reimbursement, and clear pathways for career advancement.

About the Organization

Our client is one of the largest and most well-regarded independent insurance agencies in Wisconsin, providing premier personal, commercial, and employee benefits solutions. Built on a foundational philosophy of hard work, deep loyalty, and aggressive client advocacy, their team spans 19 locations across the state, bringing together some of the top sales and service talent in the industry.

Harrison Gray Search and Consulting LLC