Licensed Insurance Account Manager

The Juris Agency; Niagara (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Licensing Assistance

Retirement Plan

Advancement Opportunities

Long-Term Career Growth

Mentorship with Established Agent

Paid Continuing Education

Ongoing Training Seminars

Team Building Activities

Work-Life Balance

Mon-Fri Schedule

Job summary

Mauck Insurance Agency, Inc. is seeking a licensed insurance account manager to join a growing team in Niagara, Wisconsin. You will manage personal lines, handle policy servicing, renewals and account support with a client-focused, professional approach.

The role emphasizes organized, relationship-building capabilities and long-term growth within a supportive team environment.

Qualifications

• Active Wisconsin Property & Casualty License preferred (licensing assistance available).
• 2+ years of insurance agency or personal lines experience preferred.
• Strong communication, relationship-building, and organizational skills.
• Ability to manage multiple client accounts while delivering excellent customer service.

Responsibilities

• Manage a portfolio of personal lines insurance accounts, ensuring client retention and satisfaction.
• Assist clients with policy changes, renewals, billing questions, claims support, and coverage reviews.
• Identify coverage needs and recommend appropriate insurance solutions.
• Build strong client relationships through proactive communication and exceptional service.
• Maintain accurate client records and policy documentation.
• Collaborate with the agency team to support retention and overall client satisfaction.

Job description

Job Description

Welcome to Mauck Insurance Agency, Inc., a trusted part of the Niagara, Wisconsin community for years. As a local independent agency, we take pride in building long-term relationships and providing personalized insurance solutions backed by exceptional service.

We are looking for a Licensed Insurance Account Manager to join our growing team. In this role, you’ll work closely with clients to help manage their personal insurance needs, including policy servicing, coverage reviews, renewals, and account support. We’re seeking someone who is organized, client-focused, and confident building strong relationships while delivering a high level of professionalism and care.

If you’re an experienced insurance professional looking for a supportive team environment and a long-term opportunity to grow.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Retirement Plan
• Advancement Opportunities
• Long-Term Career Growth
• Mentorship with Established Agent
• Paid Continuing Education
• Licensing Assistance
• Ongoing Training Seminars
• Team Building Activities
• Work-Life Balance
• Mon-Fri Schedule
• Weekends Off

Responsibilities

• Manage a portfolio of personal lines insurance accounts, ensuring client retention and satisfaction.
• Assist clients with policy changes, renewals, billing questions, claims support, and coverage reviews
• Identify coverage needs and recommend appropriate insurance solutions
• Build strong client relationships through proactive communication and exceptional service
• Maintain accurate client records and policy documentation
• Collaborate with the agency team to support retention and overall client satisfaction

Requirements

• Active Wisconsin Property & Casualty License preferred (licensing assistance available for the right candidate)
• 2+ years of insurance agency or personal lines experience preferred
• Strong communication, relationship-building, and organizational skills
• Ability to manage multiple client accounts while delivering excellent customer service
• Comfortable discussing coverage options, policy changes, renewals, and billing questions
• Proficiency with agency management systems and standard computer applications