Commercial Account Manager

Independent Insurance Agents of Wisconsin (IIAW); Town of Middleton (WI); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Long-Term Disability (LTD)

Group Life Insurance

Short-Term Disability (STD)

Retirement matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Prizm Insurance & Risk Services seeks a Commercial Account Manager to maintain an assigned book of business, assist with account administration, provide member support, and back the sales and service teams in evaluating client and prospect needs.

You will prepare documentation for new business and renewals, manage policy changes, run MVRs, and ensure accuracy of applications, invoices, and coverages, while building strong relationships with clients and partners.

Qualifications

• Proven ability to manage documents for new business and renewals.
• Proficient with MVRs and policy documentation.
• Strong attention to detail and accuracy.
• Ability to learn carrier portals and agency software.
• Excellent communication and customer service skills.
• Willingness to pursue continuing education and professional designations.

Responsibilities

• Assist with preparing documents for new business and renewals.
• Prepare proof of insurance and auto ID cards.
• Review MVRs and verify coverages.
• Process account changes; review applications, policies and invoices.
• Maintain account accuracy across submissions and billing.
• Support proposals and client presentations.
• Manage workflows and overall retention of the book.
• Interact with clients, prospects, insurers and vendors.
• Develop positive team relationships and stay informed on industry changes.

Skills

Communication

Organization

Teamwork

Confidentiality

Problem solving

Attention to detail

Education

High school diploma

Wisconsin Property & Casualty licenses

Tools

Applied Epic

Microsoft Excel

Microsoft Outlook

Microsoft Word

Carrier portals

Job description

Benefits:

• Long-Term Disability (LTD)
• Group Life Insurance
• Short-Term Disability (STD)
• Retirement matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

The Commercial Account Manager at Prizm Insurance & Risk Services is responsible for maintaining an assigned book of business, assist with account administration, provide member assistance and support the sales and service teams in their evaluation of client and prospect needs.

Benefits/Perks:

• Competitive Pay
• Professional Development
• Job Stability in a Growing Industry

Responsibilities:

• Assist and prepare relevant documentation for new business and renewal submissions.
• Prepare proof of insurance and auto identification cards.
• Assist with running and reviewing Motor Vehicle Records (MVRs).
• Process account changes by verifying coverages, invoices, and updating Applied Epic (Agency Management System).
• Maintain account accuracy to include review of applications, new business and renewal submissions, policies, premiums, and invoicing.
• Execute proposals and participate in client presentations.
• Support and manage activities and workflows.
• Overall retention of book of business.
• Complete special projects and other duties, as requested.
• Interact with agency personnel, prospects, clients, insurance partners and vendors.
• Develop and maintain positive work relationships with team members.
• Maintain continuing education, participate in ongoing education and keep informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and performance.

Knowledge, Skills & Abilities:

• Excellent communication skills with the ability to apply in both verbal and written form.
• Experience with computer data entry required; working familiarity with Applied Epic, Microsoft Excel, Outlook, and Word, preferred.
• Ability to learn and use Carrier portals, websites, and other software programs.
• High level of organization with ability to handle and prioritize multiple tasks.
• Ability to work both independently and in a team environment.
• Detail-oriented and able to effectively problem solve.
• Manage sensitive information with a high level of confidentiality.
• Participate in continuing education and professional designation opportunities.
• Ambitious work ethic and positive mentality.

Qualifications:

• High school diploma required; college degree, preferred.
• Wisconsin Property & Casualty Insurance licenses required, or the ability to obtain within three (3) months of hire.
• 1-3 years of relevant experience, preferably in the insurance industry.
• Possess a valid driver’s license and a source of reliable transportation.

Flexible work from home options available.