Account Manager - Personal Lines

Account Manager – Personal Lines

Spectrum Insurance Group is looking for a Personal Lines Account Manager to join our Hudson or Eau Claire 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.

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

Requirements:

• 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

• 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