Licensed Insurance Account Manager

Cha & Associates, Inc. - American Family Insurance; Madison (WI); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Work from Home Hybrid Opportunities

Heath Insurance stipend

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

Cha & Associates American Family Insurance in Madison, WI is seeking a Licensed Insurance Account Manager to join our growing team. This role focuses on delivering exceptional service, proactive account management, and ensuring clients have the right protections as their needs evolve.

You’ll work with existing clients, handling day-to-day service needs while conducting policy reviews and identifying opportunities to strengthen their overall insurance program.

Qualifications

• Active Property & Casualty Insurance License is required.
• Life Insurance License is a plus or willingness to obtain.
• Experience managing and servicing Personal Lines accounts.
• Experience with policy changes, renewals, endorsements, and customer service.
• Familiarity with agency management systems and insurance technology.

Responsibilities

• Serve as a trusted contact for existing clients and proactively service accounts.
• Conduct policy reviews and identify opportunities to strengthen client protections.
• Respond to questions by phone, email, and in person.
• Assist clients with policy changes, renewals, billing questions, claims support, and coverage updates.
• Proactively review coverage to identify changing needs and coverage gaps.
• Educate clients on coverage options, discounts, and products.
• Follow up with customers to ensure satisfaction and retention.
• Coordinate with carriers and internal teams to resolve needs.

Skills

Active Property & Casualty License

Life Insurance License (plus)

Experience with Personal Lines

Policy changes, renewals & customer h+

Agency management systems & insurance-

Job description

Benefits:

• Work from Home Hybrid Opportunities
• Heath Insurance stipend
• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Training & development

Cha & Associates American Family Insurance | Madison, WI

Build Relationships. Protect What Matters. Grow Your Insurance Career.

Cha & Associates American Family Insurance is seeking a Licensed Insurance Account Manager to join our growing team in Madison, WI. This role is ideal for someone who takes pride in delivering exceptional service, proactively managing client accounts, and identifying opportunities to ensure customers have the right protection as their needs evolve.

You’ll work closely with existing clients, handling day-to-day service needs while conducting thoughtful policy reviews and identifying opportunities to strengthen their overall insurance program.

If you’re licensed, organized, customer-focused, and enjoy being a trusted resource for your clients, we’d love to meet you.

Why Join Cha & Associates?

• Competitive base salary plus commission and bonus opportunities.
• Established American Family Insurance agency with a loyal client base.
• Supportive, team-oriented work environment.
• Ongoing training and professional development.
• Opportunities for career advancement.
• The opportunity to build lasting client relationships and make a meaningful impact.
• A role where your insurance knowledge and client service skills are valued.

What You’ll Do

As a Licensed Insurance Account Manager, you’ll serve as a trusted point of contact for existing clients, providing proactive service and helping them navigate their insurance needs throughout the life of their policies.

Responsibilities

• Manage and service a book of Personal Lines insurance accounts.
• Build and maintain strong, long-term relationships with existing clients.
• Respond to customer questions and service requests by phone, email, and in person.
• Assist clients with policy changes, renewals, billing questions, claims support, and coverage updates.
• Conduct proactive policy reviews to identify changing needs and potential coverage gaps.
• Recommend appropriate insurance solutions based on each client’s individual situation.
• Identify account rounding and cross-selling opportunities that provide additional value and protection.
• Educate clients on coverage options, policy features, discounts, and available products.
• Follow up with customers to ensure satisfaction and strengthen retention.
• Process policy transactions accurately and maintain complete, organized client records.
• Coordinate with insurance carriers and internal team members to resolve client needs efficiently.
• Identify opportunities for referrals and new business through strong client relationships and exceptional service.
• Collaborate with the team to achieve agency service, retention, and growth goals.

What We’re Looking For

Preferred Qualifications

• Active Property & Casualty Insurance License required.
• Previous insurance agency experience strongly preferred.
• Experience managing and servicing Personal Lines accounts.
• Experience with policy changes, renewals, endorsements, and customer service.
• Life Insurance License is a plus or willingness to obtain.
• Familiarity with agency management systems and insurance technology.

Who Thrives in This Role?

This position is perfect for a licensed insurance professional who enjoys helping people, solving problems, and becoming a trusted resource for clients. The most successful Account Managers understand that exceptional service is about more than simply answering questions—it's about proactively reviewing coverage, anticipating client needs, and making sure customers have the protection that’s right for them.

Flexible work from home options available.