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    Personal Lines Account Manager - Slinger, United States - Harrison Gray Search and Consulting LLC

    Harrison Gray Search and Consulting LLC
    Harrison Gray Search and Consulting LLC Slinger, United States

    2 weeks ago

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    Description
    Harrison Gray Search has partnered with an Insurance Agency in Slinger, WI seeking a Personal Lines Account Manager. Our client is one of the largest independent insurance agencies in Wisconsin.

    This position 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 personal lines experience. ResponsibilitiesAct as primary contact for all day-to day service issues and other inquiries for assigned clients.
    Act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
    Track, manage and document open issues keeping the client and agent informed on status and resolution.

    Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.

    Quote, analyze and compare health, individual and ancillary quotes.
    Manage renewal timeline to ensure timely execution of client decisions.
    Prepare summaries of insurance, schedules, and proposals as needed for account review.
    Review client contracts and policies for accuracy.
    Support Agents as needed with new and renewal business presentations.
    Coordinate enrollment and information meetings between client and carrier.
    Maintains and updates agency management system.
    Builds relationship with clients through pro-active communications.
    Communicates and educates clients on latest trends, concerns and changes in the industry.
    RequirementsRequired Knowledge and SkillsKnowledge of insurance products, rating, and underwriting proceduresPractical knowledge of quoting process and toolsExcellent verbal and written communication skillsStrong analytical thinking, business acumen, and organizational skillsProficient computer skills including the ability to document and access informationAbility to follow existing processes, procedures, and verbal instructionAbility to manage multiple priorities, accurately, efficiently, and independentlyAttention to detail and ability to complete tasks with a high degree of accuracyLicense and Certification RequirementsCurrent Property & Casualty Resident Intermediary LicensureBenefitsFull-TimeHealth InsuranceDental InsuranceVision InsuranceLife insuranceShort and Long Term DisabilityHands-on TrainingTuition Reimbursement Paid HolidaysPaid Time Off401K PlanM-F ScheduleEvenings offCareer growth opportunities#ZR

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