Personal Lines Account Manager

Mid-State 56 Agency, Inc.; Mequon (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid Holidays

Paid Time Off

Competitive Wages

Quarterly Bonus Program

Full Benefits Package

Simple Retirement Plan with Company match

Company sponsored Continuing Education

Discount on personal insurance

Wellness Program

Fun Company events

Disability Insurance

Retirement plan with company match

Volunteer time off

Continuing Education

Training

Discount on personal insurance

Wellness Program

Community events & volunteering

Fun company events

Job summary

A local insurance agency in Mequon, WI is looking for a full-time Personal Lines Insurance Account Manager. The ideal candidate will be responsible for servicing client inquiries and managing accounts. Applicants should possess a license as an insurance professional and excellent customer service skills. The role offers competitive wages, a comprehensive benefits package, and opportunities for professional development within a supportive team environment.

Qualifications

• Licensed insurance professional.
• Experience in an independent agency model.
• Knowledge of Insurance policies and regulations.
• Experience with Personal P&C Insurance.
• Knowledge of insurance policies and regulations.
• Strong communication and interpersonal skills.
• Detail-oriented and organized approach to work.
• Ability to work effectively in a team environment.
• Proactive mindset to seek out answers independently.
• Bachelor's degree in Finance, Business, or related field preferred but not required.

Responsibilities

• Servicing incoming requests from clients.
• Advising on coverage questions and billing inquiries.
• Managing policy changes and claims.
• Collaborates with carriers and internal teams to ensure service excellence.

Skills

Account Management and Customer Service

Communication and Interpersonal Skills

Detail-oriented and Organized

Proactive Mindset

Insurance regulations

Communication skills

Detail oriented

Team collaboration

Proactive problem solving

Finance/business background

Education

Bachelor's degree in Finance, Business, or related field

Job description

This is a full-time on-site role for a Personal Lines Insurance Account Manager at Mid-State Insurance in Mequon, WI.

Responsibilities

• The Account Manager will be a fully licensed insurance professional, responsible for servicing incoming requests from existing clients, advising on coverage questions, billing inquiries, policy changes, claims, account rounding and more.

Requirements

• Licensed insurance professional
• Experience in an independent agency model (working with multiple carriers)
• Account Management and Customer Service skills
• Experience with Personal P&C Insurance
• Knowledge of Insurance policies and regulations
• Strong communication and interpersonal skills
• Detail-oriented and organized approach to work
• Ability to work effectively in a team environment
• Proactive mindset to seek out answers independently
• Bachelor's degree in Finance, Business, or related field preferred but not required

Benefits

• Paid Holidays | Paid Time Off
• Half day Fridays Memorial Day through Labor Day
• Flex Time
• Highly competitive wages
• Quarterly Bonus Program
• Full Benefits Package: Medical, Dental, Vision, Life/AD&D, Disability
• Simple Retirement Plan with Company match
• Privately owned Agency
• Earn additional Paid Time Off for Volunteering for your favorite Non-Profit
• Company sponsored Continuing Education and training
• Discount on personal insurance
• Wellness Program
• Community events & Agency sponsored volunteer opportunities
• Fun Company events to build camaraderie with team members