Account Manager

Job Description

Job 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.