Account Manager - Personal Lines (Hartford, WI)

Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!

Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It's an exciting time to join our growing firm!

This role is in-person located in Hartford, WI with a schedule typically 8am-4:30pm.

Personal Lines Account Manager Summary:

The Personal Lines Account Manager will be responsible for handling accounts from the first point of contact, by collecting information through binding, and servicing the accounts. Must have excellent communication skills, be detail-oriented, have the ability to multi-task, and have strong problem-solving skills. It is important to provide professional and courteous service to our clients, carrier representatives, Underwriters, and colleagues, that meets or exceeds expectations.

Major Responsibilities:

• Communicate and identify opportunities to promote and enhance coverage based on the client's needs.
• Handle customer service and items relating to coverages, claims, certificates and accounting/billing. Provide billing support to customers.
• Understand complex exposures including specialty product lines.
• Organize and prioritize workflows for assigned book(s) of business.
• Distribute quotes to prospective customers and current customers with follow up to answer questions.
• Prepare applications, proposals and marketing items for existing and new business.
• Bind all personal lines business including sending all documents and completing e-signatures.
• Maintain accuracy in agency management system, quoting system, and carrier systems. Input data into appropriate software for vendors/carriers/clients within required timeframe.
• Assist clients with making coverage changes and complete all service requests for clients.
• Ensure that client issues are efficiently handled with resolution. Establish and preserve a solid business rapport with clients.
• Additional office projects, as needed.

Requirements:

• Experience handling Personal Lines Insurance, minimum 3-5 years (Required) - understanding state insurance laws, licensing requirements, and ethical standards governing insurance transactions.
• Must be willing to learn the insurance industry technology management systems.
• Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.).
• Previous experience managing own book of business.
• Communication Skills: Effective communication skills, both verbal and written, are required for Personal Lines Account Managers to interact with clients, producers, and company personnel.
• Ability to prioritize and handle multiple tasks independently.
• Current Property & Casualty Insurance License (Required).
• Applied Epic experience (Preferred).

EEO/AA Statement: Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.

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