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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
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