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 Hudson or Eau Claire, Wisconsin office. In this role, you will work side-by-side with a dedicated team of agents to deliver exceptional customer service and account support to personal lines clients. If you are a licensed insurance professional with personal lines experience and a passion for client relationships, we want to hear from you.

Job Details

• Job Type: Full-Time
• Schedule: Monday - Friday
• Work Location: Hudson, WI or Eau Claire, WI (Hybrid: 3 days in office, 2 remote)
• Compensation: $45,000-$55,000 annually, based on experience

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 accurate 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 informed.
• Documentation: Prepare insurance summaries, renewal documents, schedules, and proposals while reviewing policies for accuracy.
• Sales Support: Assist producers with new and renewal business presentations as needed.
• Relationship Building: Foster long-term client relationships through proactive communication and by educating clients on coverage options and industry trends.

Requirements & Qualifications

• Experience: 1+ years of experience in personal lines insurance.
• Industry Expertise: Strong understanding of personal insurance products, rating structures, and underwriting procedures.
• Technical Skills: Experience using insurance agency management systems and carrier quoting platforms.
• Communication: Excellent verbal and written communication skills.
• Attention to Detail: Strong organizational skills, analytical thinking, and the ability to manage multiple priorities accurately.
• Self-Motivated: Ability to work independently while collaborating effectively with the team.

License & Certification Requirements

• Valid Wisconsin driver's license with an acceptable driving record.
• Current Wisconsin Property & Casualty Resident Intermediary License (or the ability to obtain one immediately upon hire).

Benefits & Perks

• Comprehensive Medical, Dental, and Vision insurance.
• Life and Disability insurance.
• Retirement plan.
• Generous Paid Time Off (PTO).
• Monday-Friday schedule with no weekends.
• Ongoing training, tuition reimbursement, and opportunities for career advancement.

About the Organization

Our client is one of Wisconsin's largest and most respected independent insurance agencies, providing personal, commercial, and employee benefits insurance solutions. With 19 offices throughout the state, they have built a reputation for exceptional client service, collaborative teamwork, and long-term employee growth. Their culture is rooted in integrity, accountability, and a commitment to helping clients protect what matters most.