Account Manager - Personal Lines

Spectrum Insurance Group LLC; Hudson (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands-on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Job summary

Spectrum Insurance Group is seeking a Personal Lines Account Manager to join our Hudson or Eau Claire office. The role partners with agents to serve individual and group clients, with 3+ years personal lines experience and active licensure preferred.

You will prepare submissions, market accounts, respond to inquiries, and maintain client relationships while supporting renewals and coverage options. This on-site position offers comprehensive benefits with strong growth opportunities.

Qualifications

• Knowledge of insurance products, rating, and underwriting procedures
• Practical knowledge of quoting process and tools
• Excellent verbal and written communication skills
• Strong analytical thinking, business acumen, and organizational skills
• Proficient computer skills including the ability to document and access information
• Ability to follow existing processes, procedures, and verbal instruction
• Ability to manage multiple priorities, accurately, efficiently, and independently
• Attention to detail and ability to complete tasks with a high degree of accuracy
• Valid WI driver’s license and acceptable driving history
• Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

Responsibilities

• Prepares submissions and markets new/renewal business to appropriate carriers
• Responds to all day-to-day inquiries and service issues for assigned clients
• Provides coverage recommendations and collects exposures from clients and prospects
• Maintains agency management system with up-to-date and accurate information
• Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
• Tracks, manages and documents open issues keeping the client and agent informed of status and resolution
• Quotes, analyzes, compares, and recommends coverage options for clients
• Manages renewal timeline to ensure timely execution of client decisions
• Prepares summaries of insurance, renewals, schedules, and proposals
• Reviews client contracts and policies for accuracy
• Supports Agents with new and renewal business presentations as needed
• Builds and maintains strong customer relationships through pro-active communication
• Communicates and educates clients on latest industry trends, issues, and changes
• Attends client meetings as required

Skills

Insurance knowledge

Quoting tools

Verbal & written communication

Analytical thinking

Computer skills

Process adherence

Multitasking

Attention to detail

Tools

Agency management system

Job description

Job Description

Spectrum Insurance Group is looking for a Personal Lines Account Manager to join our Hudson or Eau Claire office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients. Qualified candidates will be licensed and have 3+ years of personal lines experience.

Benefits

• Paid Time Off (PTO)


• Health Insurance


• Dental Insurance


• Vision Insurance


• Life Insurance


• Disability Insurance


• Hands on Training


• Tuition Reimbursement


• Mon-Fri Schedule


• Career Growth Opportunities


• Retirement Plan


• Evenings Off

Responsibilities

Prepares submissions and markets new/renewal business to appropriate carriers

Responds to all day-to-day inquiries and service issues for assigned clients

Provides coverage recommendations and collects exposures from clients and prospects

Maintains agency management system with up-to-date and accurate information

Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities

Tracks, manages and documents open issues keeping the client and agent informed of status and resolution

Quotes, analyzes, compares, and recommends coverage options for clients

Manages renewal timeline to ensure timely execution of client decisions

Prepares summaries of insurance, renewals, schedules, and proposals

Reviews client contracts and policies for accuracy

Supports Agents with new and renewal business presentations as needed

Builds and maintains strong customer relationships through pro-active communication

Communicates and educates clients on latest industry trends, issues, and changes

Attends client meetings as required

Requirements

Required Knowledge and Skills

Knowledge of insurance products, rating, and underwriting procedures

Practical knowledge of quoting process and tools

Excellent verbal and written communication skills

Strong analytical thinking, business acumen, and organizational skills

Proficient computer skills including the ability to document and access information

Ability to follow existing processes, procedures, and verbal instruction

Ability to manage multiple priorities, accurately, efficiently, and independently

Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements

Valid WI driver’s license and acceptable driving history

Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin