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Slinger

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

    Harrison Gray Search & Consulting
    Harrison Gray Search & Consulting Slinger, United States

    6 days ago

    Harrison Gray Search & Consulting background
    Description

    Job Description

    Job 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 linesexperience.

    Responsibilities

    • Act 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.

    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

    • Current Property & Casualty Resident Intermediary Licensure

    Benefits

    • Full-Time
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life insurance
    • Short and Long Term Disability
    • Hands-on Training
    • Tuition Reimbursement
    • Paid Holidays
    • Paid Time Off
    • 401K Plan
    • M-F Schedule
    • Evenings off
    • Career growth opportunities

    #ZR

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