Account Manager - Personal Lines (Hartford, WI)

Personal Lines Account Manager Summary

The Personal Lines Account Manager will handle accounts from initial contact through service, focusing on enhancing coverage and providing exceptional customer service.

Major Responsibilities

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

Requirements

• Minimum 3-5 years of experience handling Personal Lines Insurance.
• Understanding of state insurance laws, licensing requirements, and ethical standards governing insurance transactions.
• Ability to learn and manage insurance industry technology management systems.
• 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.
• Preferred: Applied Epic experience.

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.