Job Description

Job Overview

----------------


Spectrum Insurance Group is looking for a Personal Lines Account Manager to join our Wausau office. The Account Manager 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.

Benefits

------------


Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

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

? Valid WI driver's license and acceptable driving history


? Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

Responsibilities

--------------------


? Prepares submissions and markets new/renewal business to appropriate carriers


? Responds to all day-to-day inquiries and service issues for assigned clients


? Provides coverage recommendations and collects exposures from clients and prospects


? Maintains agency management system with up-to-date and accurate information


? Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities


? Tracks, manages and documents open issues keeping the client and agent informed of status and resolution


? Quotes, analyzes, compares, and recommends coverage options for clients


? Manages renewal timeline to ensure timely execution of client decisions


? Prepares summaries of insurance, renewals, schedules, and proposals


? Reviews client contracts and policies for accuracy


? Supports Agents with new and renewal business presentations as needed


? Builds and maintains strong customer relationships through pro-active communication


? Communicates and educates clients on latest industry trends, issues, and changes


? Attends client meetings as required

About Us

------------


Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin, offering personal, commercial, and employee benefits insurance services. Our agency was founded on a simple philosophy of hard work, loyalty and aggressive representation. With 19 locations throughout Wisconsin, the Spectrum team is made up of highly-regarded sales and service representatives.