Account Manager - Personal Lines (Hartford, WI)

About the Company

Recognized nationally as a Top Workplace and Top 100 US Insurance Agency, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance since 1960. 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.

This role is in-person located in Hartford, WI.

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

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