Account Manager - Personal Lines (Shawano, 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. They must have excellent communication skills, be detail-oriented, have the ability to multi-task, and possess strong problem-solving skills. Professional and courteous service to clients, carriers, underwriters, and colleagues is essential.

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.
• Input data into appropriate software for vendors/carriers/clients within required timeframe.
• Afford assistance 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.
• 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.
• 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.