Personal Lines Account Manager – Open Due to Growth!

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June 14, 2024
Pewaukee, Waukesha, United States
Job Type


Our client, a highly successful boutique insurance agency, is searching for an experienced Personal Lines Account Manager to add to their team. This is an incredible opportunity at a company with explosive growth!
We are searching for someone who is very dedicated, hard-working, extremely client focused and thrives in a small and very successful environment.
This company offers an amazing work environment, and a very competitive salary and benefits package. The Account Manager role will be responsible for maintaining Personal Lines accounts and daily responsibilities will have nice variety including -

  • Maintaining and building lasting relationships with Personal Lines clients.
  • Quoting policy changes, rewriting existing policies, and reviewing renewals.
  • Reporting claims to insurance company and acting as the liaison with clients.
  • Communicate with Underwriters when necessary.
  • Completion of client applications, certifications of insurance, and all related paperwork.
  • Assisting clients with account billing questions, updating payment schedules, etc.

Qualifications -

  • Wisconsin P&C License.
  • Minimum of 4 years Personal Lines account management experience. Commercial Lines experience a plus.
  • Strong technical skills including insurance related software.
  • High level of professional savvy, extremely personable, and genuinely enjoys client interaction.
  • Strong attention to detail, thorough follow-up, and highly organized.
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