Account Manager - Personal Lines (Milwaukee, WI)

Personal Lines Account Manager Summary

The Personal Lines Account Manager will handle accounts from the first point of contact, collect information through binding, and service the accounts. Essential duties include excellent communication, detail-oriented work, multitasking, and strong problem-solving skills.

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.
• 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.
• Input data into appropriate software for vendors/carriers/clients within required timeframe.
• Afford billing support to customers.
• Afford assist clients with making coverage changes and complete all service requests for clients.
• Afford ensure that client issues are efficiently handled with resolution.
• Afford establish and preserve a solid business rapport with clients.
• Afford assist with 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.
• Ability 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.