Account Manager
Unisource Insurance Associates, Wauwatosa, WI, United States
Unisource Insurance Associates is one of the largest independent insurance agencies in Southeast Wisconsin, serving clients across Milwaukee, Waukesha, Racine, and Washington Counties. Our team of 27 licensed professionals specializes in personalized insurance solutions, offering services in personal insurance, commercial and business insurance, life and health insurance, employee benefits, and senior Medicare solutions. We collaborate with top-rated national and regional carriers, tailoring coverage to meet the unique needs of individuals, families, and businesses. As an independent agency, we provide clear, honest guidance, empowering clients to make informed decisions that balance protection with real-world budgets. At Unisource, we focus on eliminating risks and offering peace of mind for your life's needs.
Role Description We are seeking a full-time Account Manager to join our team at our Wauwatosa, WI office. This on-site role involves providing exceptional customer service to clients, managing insurance accounts, coordinating with insurance carriers, and assisting with policy renewals and changes. The Account Manager will be responsible for identifying client needs, explaining policy options, handling inquiries, processing documentation, and ensuring efficient workflow within the agency. This role requires proactive communication and collaboration with both clients and team members.
Qualifications
Customer service and client relationship management skills
Knowledge of personal, commercial, or life and health insurance products
Proficiency in handling policy renewals, adjustments, and documentation
Excellent organizational, time‑management, and attention‑to‑detail skills
Strong verbal and written communication abilities
Proficiency in using insurance management systems and software, or willingness to learn
Ability to work collaboratively with team members and independently
Previous experience in insurance, sales, or a related field is a plus
Property and casualty insurance license preferred or ability to obtain one within a specified timeframe
A high school diploma or equivalent is required; an Associate’s or Bachelor’s degree is a plus
#J-18808-Ljbffr
Role Description We are seeking a full-time Account Manager to join our team at our Wauwatosa, WI office. This on-site role involves providing exceptional customer service to clients, managing insurance accounts, coordinating with insurance carriers, and assisting with policy renewals and changes. The Account Manager will be responsible for identifying client needs, explaining policy options, handling inquiries, processing documentation, and ensuring efficient workflow within the agency. This role requires proactive communication and collaboration with both clients and team members.
Qualifications
Customer service and client relationship management skills
Knowledge of personal, commercial, or life and health insurance products
Proficiency in handling policy renewals, adjustments, and documentation
Excellent organizational, time‑management, and attention‑to‑detail skills
Strong verbal and written communication abilities
Proficiency in using insurance management systems and software, or willingness to learn
Ability to work collaboratively with team members and independently
Previous experience in insurance, sales, or a related field is a plus
Property and casualty insurance license preferred or ability to obtain one within a specified timeframe
A high school diploma or equivalent is required; an Associate’s or Bachelor’s degree is a plus
#J-18808-Ljbffr