Account Manager

Job DescriptionJob Description Job Title: Account Manager Job Summary The Account Manager serves as a trusted partner to clients, ensuring their insurance needs are met with accuracy, care, and responsiveness. This role supports client retention and agency growth by managing day-to-day account service, coordinating renewals, and identifying opportunities to enhance coverage. You’ll play a key role in delivering a seamless, high-quality client experience. Location Chippewa Falls, WI Work Hours (Shift) Weekdays Pay (Hourly or Annual Salary) Hourly, up to $25 (depending on experience) Responsibilities Act as the primary point of contact for clients, handling service requests, policy questions, and account updates. Prepare and process quotes, policy changes, endorsements, and new coverage requests accurately and on time. Manage renewal timelines and collaborate with agents to ensure smooth, timely renewals. Review policies and endorsements for accuracy and completeness upon receipt from carriers. Identify coverage gaps or additional insurance needs and communicate opportunities to clients and agents. Maintain accurate and organized client and carrier information in the agency management system. Support new and renewal business presentations and assist with additional agency initiatives as needed. Skills and Abilities Strong customer service and communication skills with a client-first mindset. Detail-oriented and highly organized with the ability to manage multiple priorities. Working knowledge of insurance products, underwriting concepts, and quoting processes preferred. Proficiency with agency management systems and standard office software. Proactive problem-solver with sound judgment and professional integrity. Collaborative team player who values accuracy, accountability, and consistency. Education and/or Experience High school diploma or equivalent required. Previous experience in insurance, account management, or customer service preferred. Familiarity with insurance rating, underwriting, or quoting tools is a plus. Willingness to pursue ongoing training and professional development. Physical Requirements Ability to sit, stand, and work at a computer for extended periods. Frequent verbal and written communication with clients and carriers. Ability to manage detailed work in a fast-paced office environment. Benefits Competitive hourly pay (up to $25/hour, based on experience). Health Insurance and Health Savings Account (HSA). Paid Time Off and Parental Leave. Flex Time and weekday schedule. Profit Sharing Program. 401(k) with company match. Paid continuing education and professional designations.