Personal Lines Account Manager

  • Waterford, WI
  • 60+ days ago

This job ad was removed 7 days ago.

Job Description
Job ID: 479497001

Are you ready to take your career in the insurance industry to the next level? Do you have a passion for helping clients protect what matters most to them? If so, we have an exciting opportunity for you to join our team as a Personal Lines Account Manager.

Responsibilities:

  • Manage a portfolio of personal lines insurance accounts, providing exceptional service to clients.
  • Review and assess client insurance needs, recommend coverage options, and prepare quotes.
  • Assist clients in claims processing, ensuring a smooth and efficient resolution.
  • Stay up-to-date on industry trends and insurance products to provide informed advice.
  • Build and maintain strong client relationships through regular communication.

Requirements:

  • Minimum of 2 years of personal lines insurance experience.
  • State insurance license (Property & Casualty).
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and organizational abilities.
  • Customer-centric mindset with a passion for helping others.
  • Ability to work independently and as part of a team.

Preferred Qualifications:

  • Bachelor's degree in Business, Finance, or a related field.
  • Experience with insurance software and CRM systems.
  • Willingness to pursue professional designations (e.g., CISR, CIC).

If you are interested in learning more or want to apply to this posting, please email Chyenne Mortenson at [email protected] or 712.823.9707. You can also confidentially email me your resume!

Originally Posted on: 6/3/2025