Growth-Focused Personal Lines Account Manager

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

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.