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Commercial Lines Account Manager
Commercial Lines Account ManagerHarrison Gray Search & Consulting • Wausau, WI, US
Commercial Lines Account Manager

Commercial Lines Account Manager

Harrison Gray Search & Consulting • Wausau, WI, US
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Job Description

Job Description

Harrison Gray Search has partnered with one of the largest independent agencies in Wi to help them find a Commercial Lines Account Manager to join one of their Wisconsin Valley offices ( Wisconsin Rapids, Stevens Point, or Wausau ). The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.

Qualified candidates will be licensed and have 3+ years of commercial lines experience .

Benefits

  • Paid Time Off (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

Requirements

Required Knowledge and Skills

  • 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

    • License and Certification Requirements

  • 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
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    Commercial Lines Account Manager • Wausau, WI, US

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