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Personal Insurance Account Manager

The Jonus Group
Madison, WI, United States
Full-time

Job Description

PERSONAL LINES ACCOUNT MANAGER

LOCATION : MADISON, WISCONSIN

Looking for a Personal Lines Account Manager for a local insurance agency located near Madison, Wisconsin. We are looking for a passionate and experienced licensed insurance professional to analyze, retain, service, market and round-out coverage needs for successful clients.

Responsibilities

  • Responsible for the retention of existing accounts and customer service
  • Assist in marketing of accounts / risks, review of quotes for accuracy, and prepare proposals
  • Discuss policy changes and additions with clients
  • Process the policy change through the carrier website or via email communication
  • Update agency management system
  • Provide assistance with any claims
  • Process renewals, binders, ID cards, invoicing and other documentation.

Qualifications :

  • College degree preferred, but high school diploma or equivalency required.
  • Valid property and casualty insurance license is required.
  • Knowledge or experience with Personal Lines standard products and markets.
  • Knowledge of EPIC software

Job location : Madison, Wisconsin

LI-OS1

INDTJG-ENT

30+ days ago
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