Commercial Account Manager

Prizm Insurance & Risk Services, LLC; Town of Middleton (WI); Sur place; USD 50 000 - 75 000; Plein temps

Avantages offerts par ce poste

Competitive Salary

Professional Development

Job Stability

Résumé du poste

Prizm Insurance & Risk Services, LLC is seeking a Commercial Account Manager in Wisconsin to maintain an assigned book of business and assist with account administration. You will support sales and service teams in evaluating client and prospect needs, prepare documentation, and ensure accurate processing of submissions.

The role emphasizes collaboration, accuracy, and ongoing development, with flexible work-from-home options and a focus on retention and client service excellence.

Qualifications

• Excellent communication skills, both verbal and written.
• Experience with data entry and common office software.
• Ability to learn carrier portals and agency systems.
• Highly organized with multi-tasking ability.
• Ability to work independently and in a team.
• Detail oriented with problem-solving skills.
• Maintain confidentiality of sensitive information.
• Engage in continuing education and professional development.

Responsabilités

• Assist with new business and renewal submissions.
• Prepare proof of insurance and auto ID cards.
• Review MVRs and support accuracy of applications.
• Process account changes and update the agency system.
• Maintain account accuracy across submissions, policies, and invoicing.
• Support proposals and client presentations.
• Manage workflows and activities.
• Contribute to retention of the book of business.
• Collaborate with agency personnel, clients, and vendors.
• Pursue ongoing education and industry knowledge.

Connaissances

Excellent communication

Data entry

Applied Epic

Microsoft Excel

Outlook

Word

Attention to detail

Organization

Teamwork

Formation

High school diploma

College degree preferred

Outils

Applied Epic

Excel

Outlook

Word

Description du poste

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.