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Account Manager - Personal Lines

Company: Spectrum Insurance Group LLC
Location: Eau Claire
Posted on: June 12, 2021

Job Description:

We are looking for YOU to join our team and be our NEW Account Manager for Personal Lines servicing our Hudson office. This position may work out of our Hudson, Eau Claire, or La Crosse office. You will work 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.

  • Full-Time
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life insurance
  • Flexible Spending Accounts
  • Short and Long Term Disability
  • Accident and Critical Illness Insurance
  • Long Term Care Insurance
  • Identity Theft Protection
  • Paid Holidays
  • Paid Time Off
  • 401K Plan

  • 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.


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 drivers license and acceptable driving history
  • Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

Keywords: Spectrum Insurance Group LLC, Eau Claire , Account Manager - Personal Lines, Other , Eau Claire, Wisconsin

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